NYDIG Research Highlights Shift in Crypto Market Focus

The crypto market has undergone significant changes over the past few years, with many investors seeking to capitalize on emerging trends and technologies.

However, according to research from NYDIG, a leading digital asset investment firm, the 'investable universe' is narrowing. This means that investors are increasingly focusing on assets and services with clear monetary utility, deep liquidity, and operational readiness.

This shift in focus has significant implications for the market as a whole, particularly for Bitcoin's dominance. As more investors seek out reliable and proven assets, Bitcoin's position as a macro collateral and store-of-value asset is likely to be reinforced.

Institutional capital is increasingly concentrated on Bitcoin, stablecoins, tokenized real-world assets, institutional custody, and core settlement/DeFi infrastructure that demonstrates measurable usage and sustainable economics. This concentration of liquidity and risk budgets is raising the bar for fundamentals in other sectors, making it harder for projects without durable usage, revenues, or security to attract funding.