Recently, at a major conference in the consumer electronics industry, there was an interesting phenomenon—investor enthusiasm for AI concept stocks is beginning to cool down. Data shows that nearly 40% of funding sources believe that many AI-related stocks are excessively hyped at the moment.

In contrast, the situation in infrastructure is different. For example, Amazon's cloud services division earns $93.1 billion annually, and this stable cash flow makes many see it as the most solid investment direction amid the AI wave. The key technologies for global chip manufacturing are controlled by a few players, which has also become a focus for defensive investors.

From another perspective, the crypto market has also been incubating new projects recently. A community-based token project completed a pre-sale financing round, raising over $4.4 million in a single round. It has many features—offering staking users an annualized return of over 100%, and allocating a quarter of the tokens for community building and incentives. This design approach, to some extent, reflects the crypto sector’s emphasis on user participation.