Wu Shuo learned that Tom Lee, co-founder of Fundstrat, said that as “AI bottleneck” assets such as semiconductors and memory have pulled back, downstream assets including software, large tech stocks, and Ethereum have started to strengthen. Over the past month, ETH has outperformed the memory chip ETF DRAM by about 55%. He believes that expectations for ETH improve in the second half of the year, mainly supported by factors including the development of Robinhood Chain and Wall Street pushing forward with asset tokenization; at the same time, AI applications need verifiable rules and constraint mechanisms, and Ethereum may become the relevant settlement and trust infrastructure.