2025-12-24 13:15:18

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.

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ProbablyNothing

· 7h ago

ngl traditional infrastructure is really benefiting from AI dividends, while we're still trading cryptocurrencies... it's a bit embarrassing.

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CryptoDouble-O-Seven

· 7h ago

Three-digit increase? Traditional infrastructure is really competitive this time. Meanwhile, in our crypto circle, we're still arguing, while energy and chip chains have already made their money.

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VitalikFanboy42

· 7h ago

NGL, the surge in traditional infrastructure really hit me. While I was still trading contracts, others had already bottomed out in data centers.

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LayerZeroEnjoyer

· 7h ago

When crypto is sluggish, traditional infrastructure stocks experience explosive growth. This almost suggests that infrastructure is the real king... But can blockchain infrastructure really take off? It still feels like we have to wait.

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