When CT says it’s time to leave the crypto world and move to US stocks, what perspective are we taking in saying that?

In fact, it’s about secondary trading—since it’s trading, you need strong liquidity, enough people playing the game, and more attention in that place. If you’re the one building/making things, then honestly it’s really fine—don’t be so anxious.
You all know the crypto market has cycles—doesn’t the US stock market have cycles too? Doesn’t AI have cycles?
If you think carefully, is it really that the crypto market isn’t good while the US stock market is? Is the whole “circle” over? Actually, it’s not. The US stock market has always been very solid, and the crypto market’s size has always been relatively small—there have always been plenty of “fish” in the neighboring pools.
It’s just that once you’ve stayed in one place for too long, you start to get that feeling of being trapped inside a walled city.
But maybe this time is different: CTs are no longer only looking at opportunities for alpha—they’ll also look at where the ceiling is for that alpha and for the strategies behind it.
You need to know this: what you end up eating is either alpha or beta. If you’re now using information from various bloggers to enter the US stock market, you’ll most likely get beta (because the overall liquidity level has been rising all the time); but if you focus on your own field, then you might be able to capture the alpha that belongs to you.