After BTC hits a new high, can the AI narrative take over?
With Elon Musk's XAI company entering into an order agreement with NVIDIA for AI servers worth $1.08 billion, set to be delivered next January, it marks an accelerated development in the AI sector. BlackRock's view also indicates that artificial intelligence is expected to continue being a key driver of growth in the US stock market in 2024. Considering these signals, it can be anticipated that the AI sector in cryptocurrency, after experiencing a downturn in the second half of this year, may welcome a new round of explosion.
Hot sectors: RWA, AI, SOL, MEME, TON, SUI
These sectors are expected to be the main topics in the new round of the cryptocurrency market, with periodic attention from the market that will lead to waves of speculation. For investors, patience is key.
RWA (Real World Assets): Blockchain projects that combine with traditional finance still hold long-term potential.
AI sector: Thanks to the continuous innovation and potential implementation of AI technology, related projects are expected to lead a new round of increases.
SOL, TON, SUI: These public chain ecosystems are developing well, with high market recognition, and are expected to continue attracting funds.
MEME sector: Driven by market sentiment, there are many short-term speculation opportunities.
On the difference between domestic coins and public chains
Compared to international mainstream sectors, domestic coins and public chains have shorter active cycles, longer downturns, and smaller speculation time windows, requiring cautious handling to avoid blindly chasing prices.
Noteworthy AI-related dynamics
OpenAI plans to conduct 12 live broadcasts in the next 12 days. If it releases innovative products similar to GPT-3.5 at the end of 2022 or Sora level at the beginning of 2024, it may trigger a global AI boom again. This market reaction could not only boost the traditional tech sector but is also expected to drive the rise of the AI sector in cryptocurrency. Therefore, AI-related projects are worth focusing on in the next month.
Recommended AI concept coins:
FET, WLD, RNDR, NEAR, TAO: These projects have established mature layouts in the field of AI and blockchain integration.
Emerging AI concept coins (MEME + AI Agent): Such as GOAT, ai16z, ELIZA, etc., pay attention to their market popularity and development dynamics.
The combination of AI and blockchain, especially in conjunction with hot events (such as OpenAI releasing new products), may become the new narrative leading the cryptocurrency market. For investors, this is both an opportunity and a critical moment that requires precise layout.
