What if I tell you that this round of bull market only relies on the AI ​​sector?
Please rest assured that I am not kidding. AI can indeed do it. In fact, perhaps only AI can do it with a high probability. I have a strong subjective recognition of AI. Recently, I have been suffering from not focusing on in-depth investment research. Next, I will simply give you a summary to synchronize my cognition with you.
Affected by the new round of expectations, AI has recently returned to the public eye, leading the market with an exaggerated increase, and has become popular, surpassing runes. If you look at the high-point pullback strength of the top currencies in the AI ​​sector, you will find that it is only about 20%, which is similar to mainstream currencies. It is considered very strong. Why is it so strong?

From the underlying logic, the value support of the AI ​​sector comes from two points
1. The imagination space is large enough. How large the imagination space of AI is depends on how many people do not understand it, how much bullishness is being hyped, how much capital is supporting it, and how many new projects are emerging. Currently, no concept can reach the imagination space of AI. The BTC ecosystem cannot do it, RWA cannot do it, MEME cannot do it, and none of them can do it.
2. Obvious linkage effect with traditional industries
The best narrative must be a narrative that can break through the circle. Does the AI ​​sector need to break through the circle? No, because the main force of AI is now in the traditional industry. Long Aotian and Ultraman show off a few times, and WLD jumps up, not to mention Musk and other foreigners scrambling to make themselves popular. The concept of AI has no obvious circle barriers and is related to investment. It penetrates all fields.

Judging from the recent hot topics in the industry, AI has two things

1. It is said that OpenAI will release new products in the second quarter, including the search engine and the mysterious GPT5 to be released soon. In addition, SORA is being sharpened. We are not afraid of not having hot topics.

2. ASI, a three-coin-in-one system with FET as the core, will be officially launched this month. The market value of FET has now been marked as 6 billion.

Apple Developer Conference on June 10
Google will hold its I/O conference on May 14 and Nvidia will also make some moves. Are you afraid that the second quarter will not be strong?
Therefore, as long as the market does not have a decent decline, AI can continue to dance and actively deploy

New AI projects are popping up one after another, but most of them are highly homogeneous and lack highlights. The combination with AI is too far-fetched, which easily gives us a very gimmicky and illusory feeling.
why?
When NFT broke out of the circle, I had a view: there would not be many projects specializing in NFT, because NFT is equivalent to a certain protocol, and all projects can have NFT-related modules
This is especially true for AI. It is better to claim that you have transformed into AI than to specialize in AI. Or, if you bring AI solutions to a certain link, you can say that you have become an AI-based project. As for how much AI is actually applied? It is simply unverifiable.
In such a confusing environment, there is too much noise in investment research, and you cannot learn the underlying technology just to confirm the AI ​​content of a project.
In fact, it is really unnecessary. The key to a research project is to identify the ecological niche, to know what sector it is in and who is the leader of the sector. By comparing the two, you can get a general idea of ​​it.

So what is the current classification of AI projects?
There are many applications, such as social networking, games, content economy, depin, etc. We often see AI+XX, which is the case, especially some projects that engage in large-scale model creator economy and game projects, which are probably the closest to applications. ARKM is a benchmark product.

There are more and more projects with concepts such as data sharing and data security. In essence, WLD is also based on this.

The decentralization and leasing of computing power have become very popular. This is probably the most AI-like application project. RNDR has made a good start.

infrastructure
Public chain-like solution aggregation platforms, such as FET, focus more on technology, and not many people can understand it. They mainly provide internal imagination space.

In summary, if you have a framework in mind, you can quickly identify the AI ​​project without being confused.
There are two macro directions that I am optimistic about, which are also the main focus of ALPHA exploration

One is AI plus games. The conventional idea is that we lack a real hit AI oil refining, a killer application, but in fact it is very vague. The most popular oil refining is definitely based on the model and supplemented by the game, which has little to do with the AI ​​component. The real combination of AI and games is not the application, but the gimmick. Who is more beautiful and who is more powerful? Don’t you think this is no different from the previous oil refining? Yes, simplicity and crudeness are king. The landing plan of an AI game is the gamification of AI applications;
Another is AI plus social networking. It is difficult for social networking to produce a hit application, but there are many that can make money. I find it hard to understand why the project party is working on a large-scale token incentive platform like GPT. This thing is definitely not going to be big. The real breakthrough is in social networking. AI plus social networking is the easiest to make a large platform. For example, can we refer to the previous X2E to make a health project? Combining AI guidance and DEPIN data collection, incentives are not so troublesome. After all, AI can be made into a virtual character. Wouldn’t such a social platform be interesting? AI plus social networking has produced a hit, it is worth your expectation

What should we do next?
First of all, you should look at more projects and pay more attention to the latest trends of AI projects. It is quite necessary to stay in the AI ​​sector. At least you should pay attention to some related KOLs. You should have friends around you who are interested in this track and can communicate with you. Otherwise, it is easy to fall behind.
It doesn’t matter if you can’t keep up. Pay more attention to the top projects and make money. Which ones are the top ones? Just look at the market value. RNDR, which is worth more than 4 billion, has rebounded by 40% recently. We are not afraid that AI as a whole will not be able to rise. List those currencies

1. FET: Let’s see how the three-in-one works. If the follow-up measures are in place, what about the market value of 6 billion? FET will become the most stable AI coin.

2.WLD: The car is not that heavy anymore. Most of the chips cost 8U. I think the project owner should start to raise the price in a hurry and ship the goods at a high price at the end of July to cope with the large amount of unlocking.

3.ARKM: I don’t want to say more. I have never been afraid of buying at the bottom.

4. Computing power coin: Playing RNDR is not as good as playing AKT. If you are too lazy to choose, RNDR is still 10 times bigger.
First, grab these old and stable Bs, maintain a considerable position, and then consider local opportunities

Finally, let’s clarify the small trend of popularity. If we define the second half of the year as the mainstream shock trend, the local opportunities must be to play with whatever is hot. What is hot? Hot means that everyone’s attention begins to gather. Whoever is attracting the attention of the players in the currency circle can rise and trigger FOMO, but it will definitely cool down and fall to the starting point.
Just like the popular memes on the Internet, there are memes popping up every day. A large number of secondary creations will become a phenomenon, but soon everyone will start looking for the next meme. We need memes, just like the cryptocurrency circle needs hot spots.
No matter how many AI projects there are, if you don’t study them in depth, don’t play the unpopular AIPHA, just follow the hot spots on the right side, and when it’s time to run, don’t be nostalgic.