TREE NEWS reports: ArkStream Capital’s report highlights that H1 2026 crypto weakness was driven by Fed hawkishness, US-Iran war inflation, and AI stock siphoning, while RWA emerged as the only net inflow sector, growing from $21.6B to $33B on-chain. Tokenized stocks and RWA perpetuals led growth, with Binance’s TradFi perps reaching $203B in Q2. The firm believes the US stock siphon effect may have peaked in June 2026, suggesting a slow recovery phase.
From AI Siphon to RWA Rise: 2026 Crypto Capital Migration
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