During this time, my articles have mainly focused on AI, and I haven’t written much about other fields, especially the cryptocurrency ecosystem. I guess for this reason, some readers have left comments asking if I have switched tracks.

The main reasons I haven't talked much about the cryptocurrency ecosystem lately are twofold:

First, the projects with the largest positions (Bitcoin and Ethereum) have already formed a monopoly, leaving little to write about.

There’s no need to mention Bitcoin; Ethereum is the same. Whether it’s Vitalik repeatedly posting articles recently or the Ethereum core team continuously launching new ERC standards, all these actions indicate that Ethereum is very healthy: on one hand, it steadfastly upholds its core values, and on the other hand, it boldly continues to progress in the AI era.

Moreover, Ethereum is currently only $2,000, and with such a low price, dollar-cost averaging is sufficient.

Secondly, the other track I’m focused on has only the AI + Crypto left. The project I’m currently most interested in within this track is Virtual. What Virtual is doing now basically involves closely following the development of AI. In my view, this is also very healthy, and there’s not much new to write about.

Aside from that, I have hardly paid attention to other projects and tracks in the cryptocurrency ecosystem.

So after this sorting of the cryptocurrency track, I found that everything that needed to be said or written has already been addressed, and it seems there isn’t much new to share. Moving forward, it’s about dollar-cost averaging where necessary, continuing to track where needed, and basically ignoring what’s less important. Then patiently hold these promising targets and wait for the next rise of the entire ecosystem.

As for various companies in the AI track, I’m mainly observing. For a long time, I’ve been watching a lot but actually participating very little. I’ve mentioned before that there are too few companies that truly show monopolistic advantages and are somewhat understandable. Moreover, I’ve always said that I can’t make sense of stock prices in the US, so I haven’t bought anything for a long time—having sold the index a while ago, only holding onto a few select stocks of companies.

However, I believe the next few years will bring significant changes to the AI ecosystem, and there’s a high probability that new monopolistic companies will emerge. Before these new monopolistic companies appear, my focus is to see which tracks and companies might become the new monopolistic players in the future. This will require a lot of time and energy to organize thoughts and ideas.

Through this process, there will be more ideas to share, and consequently, more articles to write.

For example, the AI + IoT track I wrote about yesterday is one I am observing. Although I haven’t found suitable companies in that track yet, I will continue to observe.

Some viewpoints I shared about Anthropic in last week’s article were also summarizations from my ongoing observations. There are quite a few companies like Anthropic in the entire AI ecosystem, and everyone can choose some niche fields and companies to observe and track long-term based on their interests and characteristics. When the timing is right and one feels it’s time to take action, they can go ahead.

A reader asked where to buy companies like Anthropic that are not yet publicly listed.

Actually, I mentioned in an article last year that what you can buy now is not their stock but their equity. Currently, there are some companies in the market that specialize in selling these types of equity tokens, but these companies require KYC and must review investors' qualifications.

However, recently, Jupiter has also launched this feature, https://jup.ag/terminal/screener/prestocks. It lists several popular companies’ equity tokens, including some very hot companies like Anthropic, OpenAI, SpaceX, Polymarket, Kalshi, and others.

But it’s unclear whether these tokens on Jupiter have real equity assets as backing, which is probably a risk that must be noted.

So I am not switching tracks; rather, for the familiar track, once I have a clear idea, I will dive in and take action without much to say. For the new track, before taking action, I will think more, ask more, and organize more, preparing for further entry in the future.

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