Been saying this for months now my thesis on AI core infrastructure crypto projects remains unchanged, and the market is finally validating it.

If you closely look at this rally, the strongest movers are not random memes or hype-driven narratives. The real strength is coming from core AI infrastructure.
Storage & compute related projects are leading:
$FIL (Filecoin)
$AR (Arweave)
$ICP
$AKT (Akash Network)
$NEAR
All of them are seeing strong traction because AI needs real infrastructure — decentralized storage, compute power, cloud networks, data availability, and scalable ecosystems.
This is exactly why I’ve been focusing on projects that are actually building the backbone for AI instead of chasing every shiny narrative.
My thesis remains the same:
Find fundamentally strong infrastructure projects that have survived multiple cycles, built real networks, and are positioned to benefit from the AI expansion over the coming years.
I’m still closely watching and accumulating selective AI infrastructure plays because I genuinely believe this narrative is still in its early stages.
This is not about quick meme pumps.
This is about positioning early in the rails that AI will eventually run on.
If you’re smart enough to research these AI infrastructure projects properly, I still believe 5-10x is possible from here.
And if you know how to rotate narratives, compound capital, and manage risk smartly, even 20x-50x is achievable this cycle.
NFA