"Dragonfly Partners: Retail Investors Exit, Institutions Support, Where Is the Next Explosion Point in the Crypto Market?"


Currently, retail investors have largely exited the market, with institutions forming the market bottom and supporting Bitcoin; Bitcoin is viewed as a mature asset with sustained growth over the next 15–20 years, while altcoins need clear narratives to attract retail investors. The core of crypto lies in money and finance, with DeFi, stablecoins, exchanges, RWA, and others possessing stickiness; AI intervention will enable intelligent agents to mediate transactions, greatly increasing adoption, with low-risk preference individuals becoming the mainstream entry point, and savings assets and passive investments expected to explode on-chain. Read more:
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