🚀 Wall Street just handed DOGE a VIP pass —

but smart money is quietly rotating into AI infrastructure.
The $17M first-day DOGE ETF volume is just noise.
The real wealth transfer is happening at the data & compute layer.
📌 The DOGE ETF paradox
✔️ Compliance answers “Can we buy?”
❌ It doesn’t answer “Why should we hold?”
A 38% post-listing drop confirms it:
when liquidity tightens, narrative assets bleed first.
🔥 Meanwhile, the real signal:
• AI token market cap +210%
• Compute TVL +470%
This isn’t divergence —
👉 this is capital voting with its feet.
📈 Why AI tokens are different
• Shift from community hype → protocol revenue
• Enterprise clients paying monthly compute bills
• Real usage = real cash flow
💡 2026 wealth thesis:
Not meme narratives.
Not vibes.
But digital oil — AI infrastructure.
🔍 The real question:
Which AI vertical creates the first $100M protocol-revenue unicorn?
▫️ Compute rental
▫️ Data marketplaces
▫️ AI agents
Smart capital is already positioning. 👀