Is AI no longer popular? Wall Street funds are starting to疯狂 switch to crypto concept stocks

Last year's hottest market was AI, and this year it’s increasingly looking like a “AI + Crypto” dual mainline. Especially recently, US-listed crypto concept stocks suddenly爆发 collectively, making many investors realize: funds are quietly changing direction.
Why is this happening? Because the capital market is always looking for the “next space for imagination.”
After AI hype, everyone has started competing over valuation, performance, and computing power. But the crypto industry is different; its biggest advantage is — the story is not finished yet. ETFs are just the beginning; stablecoins, on-chain finance, digital asset custody — all still have huge room for growth.
And don’t forget, the US market is best at creating wealth effects. Once a sector starts rising continuously, funds will rapidly gather like sharks smelling blood. So you’ll see crypto concept stocks’ recent performance becoming increasingly “freaky.”
The most outrageous thing is, some companies’ financial reports haven’t even明显改善, yet their stock prices have already提前起飞. Why? Because the market is not炒作现在, but未来.
To put it simply, Wall Street is betting that: in the future global financial system, crypto assets will definitely占据更重要的位置.
So now many institutions’ logic has changed. Previously it was “Can Bitcoin survive?”; now it’s “Who can thrive best in the crypto era?”
These two logics, seemingly only a sentence apart, actually represent a different era.
Of course, for ordinary investors, the most important thing is to control the rhythm. Don’t get overly excited just because others are making money; the volatility of crypto concept stocks has always been “making money like riding a rocket, losing money like jumping off a bungee.”
But one thing is clear: when Wall Street starts seriously researching an industry, it’s often not just short-term hype. #稳定币储备下降