The market narrative says AI won. The capital-flow data tells a more nuanced story. Over the past 18 months, capital concentrated aggressively into AI infrastructure, semiconductors, hyperscalers, and data centers. At the same time, crypto absorbed outflows, negative sentiment, and significant valuation compression. Historically, periods of extreme capital concentration have created the conditions for future rotations. The key question isn’t whether AI succeeds. The key question is whether crypto becomes one of the primary ways to own the decentralized infrastructure powering the computation economy. Bitcoin remains the barometer. Ethereum remains the confirmation signal. Liquidity remains the ultimate driver. The setup is in place. Capital flows will determine timing. #Crypto #ArtificialIntelligence #DePIN @saylor
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