#加密行情预测 | $DOGE | AI Tokens

Wall Street issues VIP passes for DOGE—Smart money is shifting towards AI infrastructure
Wall Street has officially put a suit on Dogecoin, but real capital is quietly moving elsewhere.
The first-day trading volume of the DOGE ETF looks impressive on the surface, but it only confirms one thing:
Compliance creates channels, not value.
The sharp pullback after listing exposes a familiar truth—assets driven by narratives struggle to sustain when controlled by institutional risk models.
Meanwhile, something more important is happening behind the scenes.
📊 Q4 Reality Check
AI token market cap has grown by 210%
TVL in AI computing and data infrastructure has surged by 470% This is no coincidence—it's capital reallocation.
1️⃣ DOGE ETF Paradox: Tradable ≠ Sustainable
ETF approval answers “Can institutions buy?”
But it doesn’t answer “Should they hold?”
DOGE still relies on sentiment cycles and social narratives. When liquidity tightens, assets without intrinsic cash flow face a double blow—price compression and loss of confidence.
Wall Street has not betrayed DOGE.
The market is simply returning to fundamentals.
2️⃣ AI tokens are breaking through the value threshold
The biggest change by 2025 is clear:
Cryptocurrency value is shifting from consensus to cash flow.
Some AI protocols are now beginning to generate real revenue:
Decentralized compute platforms with profit margins competitive with cloud providers
Protocol revenue from quarterly growth in AI data and model markets
Token usage exceeds issuance in specific networks
This is a structural change—not speculation.
3️⃣ Why institutions focus on AI rather than Memes
🔹 Familiar valuation models $17M DCF, revenue multiples(
🔹 Policy consistency )AI + manufacturing incentives(
🔹 Revenue verification )Enterprise clients, recurring revenue(
Once protocol revenue covers incentive costs, the Ponzi narrative will break—institutions will start paying attention.
4️⃣ My future strategy
I will focus on areas with low sentiment but fundamental growth:
Only on-chain projects with revenue greater than token inflation
Rotate profits into BTC/ETH to maintain balance
View AI infrastructure as “digital oil,” preparing for the next cycle
Final thoughts
DOGE ETF tests narrative capacity.
AI infrastructure tests economic reality.
The wealth gap in 2026 will not be created by suited Memes—
But by protocols capable of invoicing enterprises and generating compound revenue.
Which AI sector do you think will first break through ) protocol revenue—compute, data, or AI agents?$100M

go short now