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Analysis: Cryptocurrencies lack a verifiable income story and are continuously losing to AI in competing for institutional capital.

MarsBitNews
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Breaking News from Mars Finance: According to research by CointelegraphMT, in 2026, traditional financial markets are absorbing institutional capital at a rate difficult for cryptocurrencies to match, mainly because AI offers clear, measurable returns, whereas cryptocurrencies currently lack similar narratives. Data shows that in 2026, the S&P 500 index, excluding AI stocks, only increased by 3.5%, while AI-related indices nearly gained 50%. The five largest U.S. tech companies are expected to spend $725 billion on AI infrastructure this year, with Nvidia's quarterly revenue reaching $81.6 billion. The study points out that AI expenditures can be directly validated through revenue, capital spending, and profit margins, whereas the value proposition of cryptocurrencies is hard to quantify for traditional allocators. Currently, while stablecoin supply is at a historic high, more funds are flowing into tokenized government bonds rather than risk assets. Additionally, in May, the U.S. spot Bitcoin ETF experienced net outflows of $2.3 billion, the worst monthly performance this year. However, long-term holders continue to buy off-chain, with market makers like Wintermute reporting stable off-chain buy orders around $72k. The research suggests that unless cryptocurrencies can provide a measurable and repeatable institutional-level return story similar to AI, they will be at a clear disadvantage when competing for the same institutional capital.
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