2026-01-14 23:13:03

Traditional software and banking stocks stumbling out of the gate—and honestly, that makes sense. Capital's flowing toward safer ground as structural shifts reshape everything. The pressure's coming from two directions: AI reshaping how business operates, plus the whole crypto and stablecoin ecosystem offering alternatives that didn't exist before. Add policy headwinds into the mix, and it's not hard to see why institutional money's being cautious. It's not panic—it's strategic reallocation.

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ProposalManiac

· 8h ago

The old mechanisms of traditional finance have already shown signs of fatigue. This is not sudden, but an inevitable result of long-term imbalance in the game. The essence of capital seeking profit has not changed; it has just shifted to more efficient places — this is the power of mechanism design.

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MemeKingNFT

· 8h ago

Traditional finance is crying, but on-chain data has long explained everything --- Is capital moving to safety? Haha, actually it's moving towards new things --- The combination of AI + stablecoins, this game of chess has been seen through long ago --- Institutional wallets are building a bottom, another round of entry is coming --- Is it not panic but tactical adjustment? Sounds like an excuse to cut losses --- The decline of traditional finance is our opportunity, time to buy the dip --- Under the dual pressure, things are clearer: who should survive and who should die --- Under policy pressure, are there still people holding on? That’s true bravery or just plain foolishness --- The rise and fall of the mainland, the old and new replacing each other, history is unfolding before our eyes --- Wait, does this mean institutions are secretly switching tracks?

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MoodFollowsPrice

· 8h ago

NGL, traditional finance indeed needs to adjust now; it was long overdue to make way. --- It's been obvious for a while that capital is flowing into crypto. Who can be blamed? --- AI + stablecoins double pressure, what else can bank stocks do... --- Ha, this is called "strategic reallocation." I think it's just fleeing to crypto. --- Policy pressure + technological iteration, traditional finance is really stuck. --- Institutional money is fleeing to the chain, it's very clear to see. --- Fortresses are collapsing, it's not panic but rational escape. --- Both directions are pushing at the same time; anyone would struggle... crypto is just waiting to take over.

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ProtocolRebel