1. crypto is poor. money keeps going out.
2. stocks r rich. tradfi.
3. token dispersion in crypto.
4. the opposite of that in stocks - there are very few good crypto stocks that actually encapsulate a bet on "crypto" in general. miners are too high the value chain. exchanges are decent, but don't cover the total tam.
if you were tradfi looking for exposure to crypto stocks, what would you buy?