We all need to start seriously considering where we’re going to generate wealth over the next decade. The easy cycles are behind us. The next frontier is forming now — and it’s not about riding hype. It’s about recognizing inevitable convergence.
I've said it before, and I’ll say it again
Crypto may become the backend infrastructure for a world where AI runs the front.
And that’s exactly why I’ve begun delving deeper into AI.
Not for the hype — but for the inevitability.
Crypto Is the Rails. AI Is the Engine.
🔹 Autonomous agents
🔹 Decentralized compute
🔹 Machine-to-machine value transfer
All of these require robust rails.
Crypto provides them.
But knowing this is only half the equation.
Positioning for it early is what matters most.
To do that, we need to watch the macro picture, because that’s where the real moves are happening.
◢ Look at Nvidia
Nvidia just announced a massive $500 billion plan to bring AI supercomputer manufacturing back to the U.S.
🔹 Production spread across Arizona, Dallas, and Houston
🔹 Foxconn, Wistron, and TSMC all onboard
🔹 Fabs scheduled over 4 years
At first glance, it might seem like a flex.
But this is a survival play in the face of rising U.S.–China tensions.
The Geopolitical Whiplash
Just look at the headlines from this week:
🔹 Saturday: “Chips exempted from tariffs”
🔹 Tuesday: “Chip sales to China banned”
Nvidia confirmed it can no longer sell H20 chips to China — a restriction that could cost them $5.5 billion in Q1 alone. Their stock dropped 6% after hours.
It’s getting harder for global AI giants to plan production, let alone scale.
And yet — they’re placing huge long-term bets anyway.
But Demand May Be Peaking
Strangely enough, Nvidia’s ramp-up is happening right as demand might start to cool off.
🔹 Microsoft already announced it will slow AI data center spending after 2025
🔹 Nvidia’s U.S. fabs go live just as the sector may shift from explosive growth to consolidation
So where does that leave us — especially in crypto?
Crypto Still Has Room to Breathe
Despite macro volatility and global risk, the crypto space remains alive with structural opportunity.
🔹 As U.S. rate cut expectations return
🔹 As tariffs ease and liquidity rebounds
🔹 As AI infrastructure reshuffles globally
Crypto has a chance to play a much larger role in the next wave of technological transformation.
But Let’s Be Honest — It’s Quiet Right Now
🔹 AI was the loudest theme in Q1
🔹 Now it feels like we’re in a lull
🔹 Everyone’s waiting for the next true innovation
Concepts like AI agents, DeFAI, and decentralized compute are beginning to surface — but we’re still very early.
With interest rate pressures, recession signals, and trade uncertainty still in play, risk appetite is muted.
So patience, for now, is key.
Where I’m Focusing Right Now
I’m not chasing every new “AI coin.”
I’m watching foundational plays — the infrastructure layer of the next convergence cycle.
🔹 $FET – core AI coordination layer, and part of the ASI merger
🔹 $RENDER – AI-driven visual compute, essential for high-fidelity experiences
🔹 $GRT – potential indexing layer for AI-to-AI interactions
🔹 $IO – promising outlook for decentralized agents and computing
These aren’t speculative pumps. These are rails for real applications.
Final Thoughts
We’re still early.
The next AI x crypto wave will be quieter, smarter, and more infrastructure-focused.
For now, I’m sharing thoughts — not to hype, but to help frame what’s next.
Because when it comes,
It won’t look like the last cycle.
And only those paying attention now will be positioned for it.
