# AI基础设施投资

#AI基础设施投资 Seeing CZ's year-end Q&A, the key information worth our attention as the crypto enthusiast community: AI and robots will become the inevitable choices in cryptocurrency, which means there will be a wave of projects based on AI infrastructure erupting in the future.
Currently, the penetration rate of the crypto market is less than 1%, and even less than 1% in terms of total wealth—this is why CZ said the market still has several orders of magnitude of growth potential. For us, early involvement in these new track projects is the lowest-cost way to participate.
Let's analyze where the

#AI基础设施投资 CZ's remarks struck a chord with a core issue I've been contemplating recently—the true effectiveness of AI trading strategies. He said it very straightforwardly: if AI strategies can truly generate stable profits, why would project teams sell them to users? This is exactly what I am most cautious about when choosing copy trading partners.
The market is a zero-sum game. When everyone uses the same AI logic, strategies become ineffective. This reminds me of the painful lessons from copying certain "smart traders" earlier this year—good returns in the first three months, followed by a

#AI基础设施投资 Recently saw CZ's year-end Q&A, and one point really confused me😅 He said AI and robots will be widely used with cryptocurrencies in the future, "no other choice"—sounds like AI infrastructure investment and crypto are going to be tied together?
This made me curious—does that mean that in the future, automated trading, smart contracts, and similar things will all run on crypto? It seems logical, after all, crypto is inherently decentralized. I also saw data indicating that cryptocurrency penetration is less than 1%, and the market size still has several orders of magnitude of growt

#AI基础设施投资 Recently, I came across a very interesting perspective: AI infrastructure investment is booming, but revenue growth is lagging behind. It's like someone desperately pouring money into renovating a house, but not yet renting it out to make a profit — eventually, the accounts will have to be settled.
QCP Capital pointed out that if this imbalance continues, it could trigger a broader reevaluation of stock market values by 2026. Risks are spreading from the AI sector, potentially affecting the entire traditional financial market. This makes me think that true investment value should be

#AI基础设施投资 CZ's year-end Q&A highlighted a key logic — no matter how the track shifts, Keep Building is the fundamental rule to navigate cycles. In the AI infrastructure sector, capital interest is indeed heating up, but I am more concerned with the real flow of funds and the project's execution progress.
The case of Giggle Academy is interesting; the combination of education track + crypto + AI seems like a collection of concepts, but it actually touches on the essential needs of user growth. From an on-chain data perspective, the lifecycle of such projects often depends on retention rates an

#AI基础设施投资 Once again, a classic pattern is playing out. The AI infrastructure frenzy has lasted for two years, and now the issues are coming to the surface: money is burning rapidly, but revenue growth can't keep up. QCP's analysis hits the nail on the head — capital is flowing in continuously, but monetization progress is slow, which is like a bottomless pit.
I've seen too many cycles like this. In the early stages, everyone is telling stories, funding rounds follow one after another, and valuations soar. But when reality starts testing those promises, problems emerge. If next year AI compan

#AI基础设施投资 CZ is playing chess again, and the move by Giggle Academy is truly brilliant. Don't be fooled by the current quiet education sector, but this is the difference between the most profitable people and us—while they are laying out the future, we are still chasing after price fluctuations 🚀
With the combination of AI infrastructure and education, who says you can only speculate on coins? Keep Building is the real key to navigating cycles. We favor projects that are genuinely working; stop always chasing trending coins. Some things are worth long-term attention. The starting point of th

#AI基础设施投资 Banmu Xia's recent analysis really hit the nail on the head. Concerns about the AI bubble have been fully priced in, expectations of Japan's rate hikes have been largely digested, and with the Federal Reserve beginning to expand its balance sheet and liquidity improving, current risk assets are indeed worth entering. Although non-farm payroll data isn't great, it's not that bad either, and it actually provides more room for rate cuts.
The key is the improvement in liquidity, which is a real positive. The previous pessimistic expectations of "AI is doomed" and "rate hikes will contin

#AI基础设施投资 Seeing this analysis by Banmu Xia, my thoughts have once again returned to those recurring cycles. The ICO bubble in 2017, the DeFi frenzy in 2021, and this year's AI infrastructure boom—each cycle is accompanied by the same anxiety and skepticism.
Now hearing statements like "AI bubble concerns are fully priced in," actually signals that the market is self-correcting. I've experienced many such moments: when all pessimistic expectations are already priced in, it often becomes the best entry point. Weak non-farm payroll data "not bad but not too bad," Federal Reserve expanding its b

#AI基础设施投资 Seeing CZ's layout in the AI and education fields, what moved me the most wasn't how hot a particular project is, but the profound meaning behind the phrase "Keep Building."
Over the past two years, I've interacted with many investors. Many are dazzled by the hype around AI infrastructure—betting on computing power today, following a certain track tomorrow, and hurriedly cutting losses the day after. But those who truly navigate cycles are not driven by chasing hot topics; they understand the essence of the cycle.
AI infrastructure is like a long-distance run, requiring continuous r