The AI boom is igniting a wave of infrastructure investment frenzy—the scale of funding required has just begun to surface. From chips and electricity to data centers, global capital is being reallocated. The release of this investment demand is likely to reshape the liquidity landscape of the entire financial market. For the crypto market, changes in macro funding conditions have always been one of the key variables influencing the cycle.
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LiquidityLarry
· 12-15 21:04
The infrastructure surge is coming. Can this wave directly boost the crypto market? It feels like traditional finance and the crypto world are finally about to intersect.
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ContractExplorer
· 12-15 13:23
Chips and electricity are indeed in high demand, but will macro liquidity really flow into the crypto space? To put it nicely, large capital still prioritizes traditional infrastructure...
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BearMarketLightning
· 12-14 17:17
In this round of frantic infrastructure rush, you really need to see clearly who is harvesting the leeks and who is laying in wait for the next tenfold.
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HackerWhoCares
· 12-13 00:36
Chip shortage + power gap, this wave of infrastructure frenzy has truly arrived. How much benefit the crypto world can gain still depends on how liquidity flows...
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memecoin_therapy
· 12-13 00:33
Chip power data centers sound like a bottomless pit, with capital疯狂 pouring money in. By the way, does this have any direct relation to the crypto world? It feels like it's all institutions playing the game.
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WhaleStalker
· 12-13 00:32
Chips, power, data centers take turns taking off, how long can the current wave of capital dividends last?
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HodlKumamon
· 12-13 00:20
Once the entire set of chip power data centers is in place, the liquidity landscape is going to change... Bear feels that this wave of infrastructure cycle is quite different from the situation in 2023.
The AI boom is igniting a wave of infrastructure investment frenzy—the scale of funding required has just begun to surface. From chips and electricity to data centers, global capital is being reallocated. The release of this investment demand is likely to reshape the liquidity landscape of the entire financial market. For the crypto market, changes in macro funding conditions have always been one of the key variables influencing the cycle.