Will ETH lose its top three position? The structure of the crypto market capitalization is being rewritten by AI. Market expectations until 2030 suggest that Ethereum (ETH) may fall out of the top three in crypto asset market cap. Meanwhile, AI-centered narrative assets are accelerating in rise, gradually entering mainstream investment focus, and may reshape the ranking structure. This means that the competitive dimension of the crypto market is expanding from "on-chain capabilities" to a comprehensive "AI + crypto" narrative. Market cap rankings are never static but are constantly reshuffled by the new cycle of capital preferences. When a new narrative begins to price in the future, the old structure will be revalued. Most people are still watching the current rankings, while a minority are already looking at the next structural shift.