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Lately, there's been a lot of talk about where all the money's flowing. The ECB head recently dropped a pretty straightforward take: AI. Like, most of the investment action we're seeing right now? That's the AI story running the show.
Think about it—traditional markets, tech stocks, infrastructure plays, venture capital... they're all chasing the same narrative. When central bankers start publicly saying this, it's basically the market telling you where the real capital momentum is.
For crypto investors, this matters more than you'd think. Why? Because when institutional money gets laser-focused on one theme like AI, alternative assets like crypto either ride that wave or face the pressure. Some coins are positioning themselves as infrastructure for AI; others are sitting on the sidelines wondering what's next.
The takeaway here isn't complicated: if you're trying to understand market flows and where institutions are putting their chips, follow the AI narrative. It's not just hype anymore—it's the primary driver of capital allocation across most major investment classes.