The main theme of Grayscale’s tweet: The growing demand for AI agents is intensifying the compute shortage. As GPU rental prices hit record highs, shares of compute/infrastructure companies are trading at multi-year lows. Grayscale highlights this as an opportunity, promoting its AI-focused Grayscale AI Compute ETF, $GCPU. This ETF does not hold cryptocurrencies directly; instead, it includes equities of companies providing AI compute power, cloud computing, and data center services, as well as major Bitcoin mining infrastructure firms. Are you tracking any cryptocurrencies that operate directly in this space? There are different slices of this pie. Each slice represents a distinct technology—but all serve the same underlying ecosystem. I’m preparing a detailed tweet on this topic.