The Narrative Pivot (Trend Analysis)
Focus: AI, DePIN, and RWA (Real World Assets).
Forget the Hype: Why AI + DePIN is the 2026 Power Play 🤖⛓️
While the market struggles to find its footing, the AI-Crypto Convergence and DePIN (Decentralized Physical Infrastructure) sectors are showing incredible relative strength. We are moving away from the "meme coin supercycle" and entering a phase where utility dictates price.
Why these narratives will lead the next leg up:
AI Agents: With AI training costs now exceeding $100M per model, decentralized compute networks like $TAO and $FET are becoming essential, not just optional.
Tokenized Treasuries (RWA): The bridge between TradFi and DeFi is finally solid. Platforms like $ONDO are seeing record inflows as institutions seek on-chain yield.
DePIN Scalability: From decentralized 5G networks to GPU sharing, these projects have actual revenue models that aren't dependent on "hype cycles."
I’m currently rotating 15% of my portfolio from high-cap L1s into high-conviction DePIN plays. The infrastructure is being built now; the FOMO will come later.