The global AI model industry is becoming increasingly concentrated and stable. According to the latest analysis by The Information, the annualized revenue of the top 34 AI startups worldwide has reached approximately $80 billion, a 112% increase compared to six months ago. Among them: OpenAI and Anthropic alone took 89% of that $80 billion, leaving the remaining 11% to the other 32 companies. For the crypto industry, this is actually becoming a clearer *bullish signal* and opportunity. The layers of models and agents will stabilize sooner or later. The future holds more opportunities in vertical fields, especially for those deeply focused on crypto-related skills.