#AI与加密货币结合 When I saw this news, my first reaction was—here we go again.

I've seen too many investment booms in the AI field, and each time it's the same pattern: capital rushing in wildly, but the business models are still in the exploratory stage. Now, the issues pointed out by QCP Capital hit the nail on the head—revenue growth can't keep up with the pace of investment. This isn't a low-probability event; it's something that will inevitably happen.

The key is, once this lag becomes apparent, the risks are no longer limited to the AI sector. If by 2026 there is a widespread revaluation of stock market values, will the crypto market also get caught in the crossfire? My answer is highly likely. Moreover, Morgan Stanley Capital International is still reviewing the eligibility of digital asset indices for inclusion, which could trigger a $2.8 billion outflow of passive funds. It's like adding pressure to already cracked ice.

Honestly, whenever large funds go on a frenzy in a certain field, I become especially cautious. It's not that AI technology has no prospects, but the logic of "throwing money first and then finding a way" often results in the latecomers paying the price. Now is the time to ask yourself: am I investing in the technology, or am I just riding the hype? These are two completely different things.