While many investors continue asking why crypto prices have remained weak, ARCA CIO Jeff Dorman says the question itself is flawed. Speaking on the AllInCrypto podcast, Dorman argued that several parts of the blockchain industry are actually thriving despite Bitcoin’s recent struggles.

The veteran investor covered a wide range of topics, including token valuations, AI-driven productivity, and challenges facing Strategy, while also pointing to broader structural issues across the crypto industry. 

Dorman says crypto shouldn’t be treated as one single market anymore since different sectors are moving very differently. He notes Bitcoin has been under pressure, partly due to Strategy-related concerns, while areas like DeFi, stablecoins,…