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币界网消息,交易员 0xSun 在 X 平台发文表示,当前 AI 行业热度与资源集中度显著高于 Crypto,但两者定位存在差异。其指出,尽管 NFT、GameFi 等赛道未达预期,Crypto 仍在稳定币跨境支付、RWA 及 BTC 等方向形成实际应用。其认为,Crypto 相较传统科技行业在价值分配机制上更具开放性,普通用户可通过早期参与项目获得潜在收益,而 AI 行业红利更多集中于头部机构与人才。此外,其表示,当前将同时关注 Crypto 与 AI 相关投资机会,在保持对加密行业关注的同时,逐步拓展至 AI 及美股等领域。