2026-01-08 08:00:57

#数字资产行情上升 Recently, many macro research teams have been discussing that the infrastructure investment cycle of "AI + on-chain" in 2026 could be a big year. Large funds have been increasing their allocations to tech stocks and alternative assets, which is actually paving the way for a new wave of technological infrastructure.

My view is that this opens up imagination for projects like "on-chain computing power trading" and "data verifiability." Frankly speaking, from a technical perspective, Rollup and underlying infrastructure might become the next narrative entry points for institutional investment. It seems reasonable to pay early attention to high-quality projects in these tracks. Besides the fluctuations of @E5@, it might be worthwhile to focus on these long-term structural opportunities.

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LiquidityLarry

· 01-11 07:57

Yeah, 2026 sounds too far away. Let's master the current opportunities first. --- Rollup is indeed gaining momentum, but the real winner will be whoever can survive until then. --- I think the hype around computational power trading is a bit overblown. Don't get caught up in the narrative. --- The macro team is bullish every day. Do they not know how their own accounts are doing? --- The concept of data verifiability sounds sophisticated, but how is it actually implemented in projects? --- Large capital inflows = opportunity? To me, it looks more like dumping. --- Underlying infrastructure is the right direction, but don't rush towards 2026; you'll risk getting stuck. --- Instead of waiting for structural opportunities, it's better to figure out who is currently offloading.

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GateUser-5854de8b

· 01-10 15:01

2026 is still early, I see this wave of AI + on-chain as uncertain. Those who can make quick money have already jumped in. --- Rollup? Computation trading? They all sound impressive, but how many of them can truly be implemented? --- Institutions are not fools. The hype about 2026 is so intense that I actually feel a bit uneasy. --- It's called a "long-term structural opportunity" in nice words, but in harsh terms, it's just that it hasn't risen yet, haha. --- Instead of waiting for 2026, it's better to see who is actually using these infrastructures now. --- Large funds are increasing their positions, that's a fact. The question is, are they adding BTC or these small projects? --- It sounds like a prelude to some kind of money grab, but I will still keep an eye on it. --- I've heard too much about underlying infrastructure. Will this time really be different?

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AirdropSweaterFan

· 01-08 08:30

Is 2026 still far away? Is it too early to get involved in infrastructure now?

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DisillusiionOracle

· 01-08 08:10

2026? Let's focus on 2025 first, haha --- Rollup is indeed promising, but entering now might just turn you into a leek. --- On-chain computing power trading sounds good, but I'm worried it's just hype. --- Once again, trying to fool retail investors into paying attention to infrastructure, but institutions have already quietly laid out their plans. --- Honestly, compared to these long-term structural opportunities, I'm more concerned about how much I can make in the short term. --- Data verifiability projects? Are there any reliable teams to recommend, or is it all just air? --- When macro teams say this, it usually means the next round of leek harvesting is coming. --- AI combined with on-chain, this combo is really imaginative, but how about actual implementation?

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