Delphi Ventures partner: Divergence between crypto market and fundamental progress, predicts a turnaround in 2026

According to TechFlow, on December 30, Tommy Shaughnessy, founding partner of Delphi Ventures, pointed out that there is a clear divergence between the current price performance of the cryptocurrency market and the progress of underlying technology. He analyzed that this phenomenon is mainly driven by the end of the memecoin craze, the impact of the "10/10" event, and capital flows into AI stocks. Despite the sluggish prices, the crypto industry is transitioning from a speculative market to global financial infrastructure, and the regulatory environment is becoming increasingly clear. Legislation such as the Genius Act and CLARITY Act will provide a clearer regulatory framework for the industry, and the integration of AI and cryptocurrency will further drive technological innovation. As an active investor, Shaughnessy predicts that with sovereign nations increasing their purchases of crypto assets and institutional investors such as pension funds participating, the crypto market is expected to usher in a new round of growth in 2026.