PANews reported on December 18th that Jeff Dorman, Chief Investment Officer of Arca, stated that there remains a significant disconnect between Bitcoin as an investmentPANews reported on December 18th that Jeff Dorman, Chief Investment Officer of Arca, stated that there remains a significant disconnect between Bitcoin as an investment

Arca CIO: Many new investors mistakenly believe that investing in Bitcoin will allow them to capitalize on blockchain growth opportunities.

2025/12/18 15:21

PANews reported on December 18th that Jeff Dorman, Chief Investment Officer of Arca, stated that there remains a significant disconnect between Bitcoin as an investment target and the overall growth of the blockchain ecosystem. While stablecoins, Real-World Asset Tokenization (RWA), and DeFi are experiencing rapid growth, discussions on Wall Street and in the fintech sector are largely focused on how to leverage stablecoins and RWA for issuance and fee collection, rather than the investment itself. Meanwhile, most investors' attention remains focused on Bitcoin, resulting in less research and discussion about token value on Wall Street. Although some institutions have begun to delve into token research, such as Cantor Fitzgerald's reports on certain tokens, token investment has not yet become mainstream, and related sales and promotion efforts have not yielded significant results.

Many new investors mistakenly believe that investing in Bitcoin will allow them to capitalize on the growth opportunities in the blockchain space. However, Bitcoin has no direct correlation with the growth of decentralized finance, stablecoins, and RWA, among other blockchain sectors. Nevertheless, Bitcoin continues to dominate fund flows and price movements. It remains unclear when this will change, but investors generally tend to enter the market during price pullbacks, ignoring the potential value in other areas of blockchain.

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