#AI与加密货币结合 Friends who have been paying attention to AI and the crypto space should have seen this signal—AI companies are raising funds at a much faster rate than their revenue growth. QCP Capital's analysis hits the point: if the pace of burning money outpaces the progress of making money, the risk is no longer just an AI sector issue, but could trigger a broader revaluation of stock market values.

What does this tell us? My view is that **truly viable projects must have self-sustaining capabilities**. That’s why I’ve always been optimistic about tracks that combine AI with decentralization—such as optimizing through smart contracts, improving DAO governance efficiency, monetizing on-chain data, and so on—allowing technological value to truly be realized.

The advantage of the crypto world is that it inherently has incentive mechanisms. Token economics can directly convert AI’s computational and data value into circulating assets, forming a more efficient value distribution loop. This is not speculation, but an exploration of a more advanced economic model.

Now is a good time to focus on **quality rather than quantity**. AI+Web3 projects that can generate real cash flow and have clear business models are the directions worth paying attention to. The future belongs to teams that combine technological innovation with economic design thinking.