Five infrastructure plays just posted triple-digit gains riding the AI wave this year. Think about that for a second—while crypto has been grinding sideways, traditional infra stocks tied to AI buildout have absolutely crushed it. The correlation? Surging demand for compute power, energy infrastructure, and connectivity. These aren't glamorous altcoins, but the fundamental thesis is solid: data centers, semiconductor supply chains, and grid upgrades are genuinely bottlenecked. Whether you're watching on-chain activity or traditional markets, AI-driven infrastructure is the real scarce resource. Makes you wonder what's priced in for blockchain infrastructure plays once adoption actually scales. The narrative might shift faster than you'd think.