Why Investors Suddenly Want Yield Instead of Hype

Original author：Gamma Prime

Original source：https://www.youtube.com/embed/wZZBfInLo-Q

Why Investors Suddenly Want Yield Instead of Hype As crypto markets mature, investors are being forced to evolve - moving beyond simple directional bets toward adaptive, yield-focused, and risk-aware strategies that can survive extreme volatility and shifting market regimes. In this panel, hedge funds, banks, allocators, and portfolio managers explain how they’re navigating a brutal 2025 - 2026 environment, where success increasingly depends on flexibility, infrastructure, and disciplined risk management. Panel speakers: • Charles Edwards, Founder @Capriole Investments • Taran Dhillon, Head of Digital Assets @Kula • Tom Kral, CEO & Founding Partner @Lm5 Capital • Pieter Dalstra, CIO @Recursive Systems • Gerald Goh, Co-Founder @Sygnum • Michael Zhao, Co-Founder & CEO @C1Fund They explain: • Why many strategies that worked in previous cycles no longer perform in today’s market • How portfolio managers are adapting to a more difficult and rapidly changing environment • The growing importance of tailoring strategies to different investor and family office risk profiles • Why 2025-2026 has been especially brutal for long-only and directional crypto funds • How market-neutral and arbitrage strategies continued generating returns despite volatility • Examples of profitable strategies: funding rate arbitrage, basis trades, liquidity provisioning, and point programs • Why crypto investing now requires constant adaptation rather than static strategies • How large players like Ethena and Falcon Finance compressed funding-rate opportunities • Why new opportunities are emerging through RWAs and tokenized private credit • The explosion of token supply and why “infinite tokens” make investing much harder today • Why only projects with real revenue, strong tokenomics, and sustainable growth can survive • The dangers of supply cliffs, weak fundamentals, and speculative token models 00:00 Intro 00:05 Why Old Crypto Strategies Stopped Working 04:32 Why Investors Want Stability Over Hype Follow Gamma Prime: X - https://x.com/GammaPrime_Fi Instagram - https://www.instagram.com/gammaprime_com/ Tiktok - https://www.tiktok.com/@gammaprimefi Website - https://gammaprime.com/ Music provided by Soundridemusic Watch: https://www.youtube.com/watch?v=y5gkdmmnRls&t=6s