Arca CIO: Many new investors mistakenly believe that investing in bitcoin is enough to seize blockchain growth opportunities

PANews, December 18 – Jeff Dorman, Chief Investment Officer at Arca, stated that there remains a significant disconnect between bitcoin as an investment target and the overall growth of the blockchain ecosystem. Stablecoins, real-world asset tokenization (RWA), and the DeFi sector are growing rapidly, but discussions on Wall Street and in the fintech sector are more focused on how to use stablecoins and RWA for issuance and fee collection, rather than on investment itself. Meanwhile, most investors' attention remains on bitcoin, resulting in less research and discussion on token value on Wall Street. Although some institutions have begun to delve into token research, such as Cantor Fitzgerald's reports on certain tokens, overall, token investment has yet to become mainstream, and related sales and promotion efforts have not gained traction.

Many new investors mistakenly believe that investing in bitcoin is enough to capture the growth opportunities of blockchain, when in fact bitcoin is not directly linked to the growth of decentralized finance, stablecoins, or RWA in the blockchain sector. Nevertheless, bitcoin continues to dominate capital flows and price trends. It is still unclear when this situation will change, but investors generally tend to enter the market during price pullbacks, overlooking the potential value in other areas of blockchain.