NingNing
NingNing|Aug 21, 2025 03:56
GPT-5 turned out to be all hype and no substance, Citron's short report on Palantir, Sam Altman admitting the AI bubble and revealing OpenAI's IPO plans, shady pump-and-dump moves by NewBie Stock, the hot narrative vs. cold reality of RWA and stablecoins, and the Fed committee's consensus to hold off on rate cuts in September—these bearish factors combined have ended the rally in U.S. tech stocks' dual-edged AI sector and the crypto sector. But surprisingly, the crypto market is still climbing on its own, with sector rotation quietly kicking off amidst the despair of us retail investors and small traders. My self-built multi-dimensional analysis agent system for the crypto market has identified alpha sectors like AI x Crypto, DeSci, and core blue chips in the Base ecosystem. And look at this—today Coinbase added Flock, a project that's been consistently delivering in the AI x Crypto sector, to its listing roadmap. The market environment is shifting, with the era of meme coins and casino-like speculation gradually fading. A new trend is emerging: integrating and replacing traditional financial infrastructure and assets within a clear regulatory framework. On the infrastructure side, Coinbase is repositioning its competitors as Nasdaq and NYSE, Robinhood is aiming to fully blockchainize its infrastructure, and Solana is setting its vision as an on-chain Nasdaq. On the asset side, Robinhood has proposed to regulators that tokenized assets should be treated as fully equivalent to traditional assets, rather than derivatives. But this shift in the market environment isn't friendly to us retail investors and small traders. Making money is becoming increasingly difficult, and old trading methodologies are starting to fail. Figuring out how to adapt to this new version of the market is something we need to seriously think about.
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