#加密市场普遍上涨 To invest in cryptocurrencies with 100x potential in the crypto market, you must know what is hottest right now in this market.


Because history in the crypto market shows that all 100x returns start with a hot event beginning to ferment.
2017 was the frenzy of ICOs and blockchain+ projects.
2020 was DeFi Summer and NFT explosion.
2021 was the GameFi and Layer 1 wars.
2023 was Bitcoin Orfinals and Ethereum Layer 2 scaling.
And from 2024 to 2026, capital is flowing into AI infrastructure and decentralized physical infrastructure development DePIN.
From the heat map, you can clearly see that the AI/ML track dominates all short-term and mid-term dimensions.
30-day momentum score 9/10, narrative strength 10/10. This means AI is not only the hottest current narrative but also the most capital-intensive field.
The strength of AI tokens is not a bubble but a structural shift supported by fundamentals.
Centralized giants like OpenAI and Anthropic have achieved great success, serving as negative examples for decentralized AI.
When data from billions of users is controlled by a few companies, decentralized training, privacy inference, and open model weights become inevitable counterforces.
DePin / Compute track shows steady, comprehensive high scores.
Its unique advantage lies in the dual narrative overlay: as AI infrastructure, such as computing power, bandwidth, data.
At the same time, they are independent Web3 narratives, i.e., decentralized resource coordination.
Render Token, AKT Token, Helium Token, and Filecoin Token form the DePin Four Horsemen.
They cover GPU computing, general computing, wireless networks, and distributed storage respectively.
Layer 1 track scores highest over 3-year and 5-year horizons but relatively weak in 30-day momentum.
This indicates that the Layer 1 narrative has shifted from a speculative phase of endless new chains to a mature phase where a few winners dominate.
Among them, SOL Token, KAS Token, and Ethereum are differentiating the market.
SOL represents high-performance routes, KAS represents PoW innovation routes, and Ethereum represents ecosystem depth.
The DeFi/Derivatives track scores 10/7 among institutions, higher than narrative strength 10/5.
This is a typical sign of quiet wealth accumulation.
Protocols like HYPE Token, AAVE Token, UNISWAP Token, and Maker are generating real protocol revenue.
But their narrative spread is not as strong as AI tokens. For value investors, this low narrative but high cash flow is the best entry window.
Meme/Culture track scores 9/10 in 5-year CAGR. Mainly driven by SHIB Token, but institutional score is only 2/10.
This is a typical survivor bias. SHIB’s 55,292% increase is an outlier statistically, not a replicable strategy.
In narrative rotation analysis, meme coins have shifted from the mainstream track of 2021 to a marginal liquidity spillover pool.
When AI and DePin tracks cool down, capital may temporarily flow into meme coins, but they are not long-term residences.
Historical rules of narrative rotation tell us: each dominant narrative cycle lasts 18 to 24 months.
AI narrative started in early 2024 and will reach its first wave of high scores in Q1-Q2 2026.
Based on this pattern, we expect AI narrative to dominate from late 2026 to mid-2027.
But sub-tracks will shift from general AI tokens to more specific vertical fields like AI Agents and AI Privacy Computing.
DePIN and RWA will be the next possible narratives to take over.
They have similar real utility as AI but are undervalued and not yet fully explored.
GAFI-2.04%
BTC-1.79%
ETH-3.29%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 2
  • Repost
  • Share
Comment
Add a comment
Add a comment
Ryakpanda
· 10h ago
Hop on now!🚗
View OriginalReply0
Ryakpanda
· 10h ago
Buy the dip 😎
View OriginalReply0
  • Pin