A Survival Guide for "Crypto-Traders in the U.S. Stock Market" (2026)
TechFlow Selected TechFlow Selected
A Survival Guide for "Crypto-Traders in the U.S. Stock Market" (2026)
Through a Q&A with nine researchers, this report reviews the convergence trends between U.S. equities and tokenization/Web3 in 2025, and looks ahead to investment opportunities and strategies for 2026.
Navigating Web3 tides with focused insightsAuthor: MSX Researcher
What’s past is beyond mending; what’s to come may still be pursued.
2025 has swiftly passed. This year, global financial markets underwent repeated "stress tests": geopolitical turbulence, shifting macro expectations, fading narratives, and fragmented liquidity—all occurring simultaneously—while tokenization quietly accelerated under the push of regulation and infrastructure development.
It can be said that from TradFi to Web3, two previously parallel forces are converging at an unprecedented pace, aiming squarely at the on-chain and programmable transformation of various financial assets.
To transform market "sentiment" into analyzable "data," we used MSX as a case study and posed nine questions to our internal researchers: from annual keywords, personal wins and losses, core positions, capital spillover paths, judgments on pricing power, to potential structural variables that could trigger a "ChatGPT moment" in TradFi × tokenization—compiled here for readers.
As a collective reflection from frontline builders, we hope this offers insight into how users perceived gains and losses in equities / tokenization / Web3 this year—and perhaps also reveals hidden sparks beneath the surface, providing a survival guide for 2026.
Note: Researcher portfolio disclosures (for sample illustration and research discussion only, not investment advice)
Part I: Flashback 2025 – Gains and Regrets in Equities / Web3
1. Looking back at 2025, what was the biggest change you observed in U.S. equities or tokenization? If you had to pick one keyword, what would it be?
DaiDai: I think 2025 marked the year when the stock market shifted from "narrative-driven" to "substance落地-driven." The keyword I'd use is "value reversion."
Especially regarding AI-related capital expenditures (CapEx), performance scrutiny was relentless throughout the year. The market clearly stopped buying into pure "AI stories" and instead intensely focused on whether tech giants' CapEx could translate into real revenue.
LittleFox: My keyword is "regulation-driven technological adoption."
The biggest shift in 2025 was the convergence trend between traditional finance and Web3, visibly reflected in the rise of stablecoins and everyday applications. Notably, crypto markets saw outflows and overall downturns in 2025, failing to sustain a bull market—but crypto technology has already become part of traditional finance's infrastructure. Market logic is evolving rapidly, but judging by normal distribution trends, traditional finance—especially the U.S. equity market—will gain more technical support from crypto and attract more global users.
Echo: If I had to pick one keyword, it would be "playability."
From my circle of seasoned crypto veterans and novice equity investors, excitement has shifted from "lowered barriers to investing in U.S. stocks" to "how to play with tokenized equities on-chain." This sector simply offers high playability, moving people beyond mere narratives.
Value no longer depends solely on how exciting a story might be in the future, but also on how fun a tool is, how creatively it can be used, and whether it can combine strengths to reach higher ceilings. Dual veterans of stocks and crypto should have a blast—a reliable asset like Apple stock becomes "financial Lego" on-chain: holdable, stakable, interest-generating, usable as collateral, instantly switchable between states including derivatives, with叠加 capabilities.
Frank: If I had to summarize 2025's tokenized equities space with one word, it would be "acceleration."
This "acceleration" didn't stem from a single event, but from synchronized progress across infrastructure and institutional frameworks—earlier regulatory discussions and a clear shift in attitudes toward "on-chain" concepts. Whether it's Nasdaq moving from observer to active participant, or the proposal of 5×23-hour trading experiments, these signal Wall Street players are no longer just dipping their toes—they're actively dismantling old-world fences (see related reading: Nasdaq Hits the Gas: From 'Sipping Soup' to 'Eating Meat,' Is Tokenized Equities Entering Its Decisive Phase?, U.S. Stocks Rush Toward 'Never Closing': Why Is Nasdaq Launching a '5×23-Hour' Trading Experiment?).
In contrast, the overall impression of the U.S. equity market in 2025 was one of "turbulence"—understandable given events like April's dip and mid-year tariff/geopolitical shocks. Yet its remarkable resilience and sector rotation efficiency were astonishing—from AI, chips to power, copper, storage, nuclear energy, and infrastructure—each phase saw new narratives emerge.
Indeed, 2025 further widened the cognitive gap between U.S. equities and crypto. To me, equities resemble a deep ocean, while crypto remains multiple isolated ponds. More importantly, equities are backed by real earnings and cash flow, allowing valuation logic to be repeatedly tested—something 99% of altcoins cannot match.
Keaton: My keyword is "second half."
From my view, blockchain has finally entered its second half—moving toward compliance and maturity. Blockchain is returning to its intended purpose: competing against traditional finance's black-box settlement systems through superior clearing and settlement efficiency.
User scale and product experience are finally approaching a tipping point, capable of supporting mass-adoption-level use cases.
L: Looking back at 2025, if I had to summarize the biggest change in equities and tokenized assets with one word, it would be "realization."
Put simply, in 2025, "tokenized trading truly became operational." While STOs and tokenization remained largely conceptual over previous years, 2025 began focusing on liquidity, trading depth, and real use cases.
Users no longer care only about "whether assets are on-chain," but whether they are "easy to trade" and "worth long-term participation."
Ariaina: Reflecting on 2025, I believe the emergence of tokenized equities signals a structural shift in on-chain assets.
The concept isn't new—earlier cycles experimented with tokenizing U.S. Treasuries, real estate, and other real-world assets. These explorations made sense in their time, but overall served only as supplements to on-chain asset types, never entering mainstream consciousness or changing the core structure of on-chain assets.
Under global economic pressure and tightening liquidity, the Web3 market itself can hardly achieve new growth relying solely on native crypto assets. However, U.S. equities—as the world's most mature, liquid, and widely understood asset class—offer tokenization a gateway to an asset space far larger than Web3 itself, effectively establishing a direct bridge between traditional finance and Web3.
From an ordinary user's perspective, this is a more natural path—not requiring mastery of complex crypto concepts, but enabling gradual entry into on-chain systems via familiar assets.
Therefore, if I had to summarize this shift with one word, I’d choose "opening"—not merely opening a product or entry point, but lifting the ceiling on on-chain assets and breaking down the long-standing barrier between Web3 and mainstream finance.
2. What was your most comfortable investment move in 2025, and what was your most regrettable missed opportunity or loss? (applicable to equities/crypto)
DaiDai: I definitely caught most of the meme stocks this year—OKLO, RKLB, IREN, NBIS, ASTS, SNDK, MU, OPEN, etc.—yes, I love following trends and chasing popular stocks.
I also profited from precious metals—gold and silver—and exited ETH above 4000 (in hindsight, a successful top exit). My biggest regret was not re-entering MU and SNDK during the October–November pullback.
LittleFox: Personally, I follow the principle: "Going with the trend avoids disaster; going against it achieves enlightenment." My core approach is high-frequency intraday trading based on the left side, though I often integrate macroeconomic and company fundamentals with timing to find entry points.
My most satisfying trade was in November, when the market broadly declined due to fundamental pressures. But I anticipated that after NVIDIA's earnings report, it would act as a market anchor and drive recovery—since NVIDIA had completed all sales targets early in the year. I couldn’t imagine any reason for an earnings surprise, so I leveraged up and bought at a good price (off-record: looking back, increasing leverage involved gambling—if NVIDIA had missed, the loss would’ve been huge; not recommended). This trade represented cognitive monetization—not just profits, but the satisfaction of validating my analysis—making it memorable.
My biggest regret was missing the entire precious metals rally. I only started deep analysis when prices seemed absurdly high, by which point there were no suitable entry points within my system—leaving me watching helplessly. This taught me that whenever precious metals show unusual movement, deep analysis must begin immediately.
Echo: Most comfortable: DCA and profit-taking on BTC, SOL, and BNB.
Most regrettable: Emotional FOMO and holding losing positions on TRUMP and CFX. I haven’t touched other meme projects since, realizing I lack emotional discipline in speculative investing. For equities, I put some pocket money into MSTR early in the year—no major gains.
Profit-taking is the greatest respect for trading. Let’s grow together.
Frank: Frankly, I did very little active investing in crypto in 2025.
Conversely, influenced by work, several moves in equities became unexpected highlights—including phased allocations to Google (GOOGL) and XPeng Motors (XPEV), yielding solid returns and hinting at a turning point in my personal investment journey.
Previously, I was accustomed to seeking opportunities across chains, protocols, and between on-chain and CEX/platforms—mainly stablecoin arbitrage—so I held USDT/USDC long-term, earning steady "snack-sized" returns. But after deep exposure to equity research in H2 2025, I realized something I recently discussed with a friend:
With my Web3-native background (self-proclaimed), my current investment logic feels like a "hybrid"—neither fully grounded in systematic value investing in mature equity markets, nor fully adapted to crypto’s highly emotional, purely speculative games.
Hence, I remain cautious toward explosive memes or pure-narrative projects, increasingly agreeing with a personal observation: those with equity experience transitioning into crypto often find it easier than pure crypto players moving into equities.
As for regrets—I don’t have any. Though GPS (GoPlus) remains deeply underwater and I keep averaging down, it’s based on trust in the team and observations of its C-end security logic. Not a bad bet. Market hits, I take.
L: If I must choose, my most comfortable operations in 2025 shared one trait: I didn’t try to be “smarter”—I simply stood on the side of certainty.
In equities, I focused on AI infrastructure and energy—like VST, CEG. They weren’t the flashiest names daily, but the logic was clear: AI needs power and infrastructure to materialize. I didn’t chase highs or trade frequently—bought dips confidently, and holding felt secure.
In crypto, I maintained a spot, long-term style. Rather than chasing new narratives, I prefer long-term holdings in BTC and select clear-infrastructure assets. These require less screen time but keep me in the game, riding overall industry trends.
My regrets were consistent too. Whether commercial aerospace (ASTS, RKLB) or crypto’s periodic AI+Crypto and restaking booms, I understood the logic but executed conservatively, missing the steepest climbs.
But looking back, I’m not entirely regretful. 2025 reinforced that some rallies exist to "prove market elasticity," while certain positions are meant to walk with you long-term—I’d rather focus my energy there.
Ariaina: If I had to name my most "comfortable" investment move in 2025, there wasn’t any magic—it was boring: continuing long-term BTC holding. As an old-school BTC DCA believer, I basically mechanically added: bought when up, bought when down—just "I don’t know what the market wants, but I won’t guess." Not smart, but I slept well.
Besides BTC, I allocated a small position to BNB. Platform tokens have had a bad reputation lately, seen as lacking long-term value. My mindset when buying was conflicted: half-doubting, half-curious. Then BSC got a boost from Alpha Memes creating real use cases—giving semi-skeptics like me some logical comfort.
My biggest regret? TRX. In youthful ignorance, after stopping using Tron, I almost gave away remaining TRX as "e-waste" to friends. Who knew Sun could actually get TRON listed on Nasdaq? The lesson wasn’t missing profits, but never underestimate a founder who keeps grinding and surviving.
Also, 2025 marked my return to futures trading after a two-year break. Strategy was simple: "long-term, only play in bull markets." Win rate wasn’t bad, but the problem was me—despite systematic rules, emotions took over. During September’s drop, rationality failed, panic seized control, and I couldn’t dodge it. System intact, human broken.
Looking back, profit/loss isn’t the main takeaway. The real feeling is that markets change yearly, but I keep retaking the exam in emotional management. One more note on equities: as a total newbie, I accidentally hitched a ride on the AI train via "Maimai Select." Honestly, I once looked down on traditional finance—too slow, no imagination. But when the rally came, all I could say was: "Wow, delicious!" Still learning. Survive first, then talk about style and returns.
Finally, what did I learn from equities in 2025? Not specific skills, but a mental shift: from "looking down on it," to "acknowledging the gap," to "willing to slowly learn." Hopefully by 2026, I won’t just shout "delicious" in equities—I’ll actually start smelling the aroma.
3. As of December 31, 2025, what are your core holdings? Can you share your rationale? (applicable to equities/crypto)
DaiDai: Long-term positions: TSLA, GOOGL, PLTR, HOOD, AMAZN. Short-term: RKLB, TSLA, ONDS, ALAB, INTC, WDC, TSM.
Short-term and long-term logics differ.
Short-term picks like RKLB, ONDS, TSLA—I trade them actively to compound. Familiar stocks develop a kind of "feel," making timing easier. INTC, WDC, ALAB, TSM are companies and sectors I like, but since my long-term thesis isn’t fully formed and cost basis isn’t low, they’re currently short-term—though may become long-term.
For long-term, TSLA and PLTR—I like the companies and have low cost basis; talking without considering cost is nonsense. GOOGL—I like the company, adding on dips. There’s a saying: "hide in GOOGL during bear markets." AMZN—I always thought undervalued, AWS has real performance—let’s see if value gets recognized. HOOD—their product is excellent, rode the crypto wave late 2024 to 2025. In 2026, key will be whether their new social module brings breakout success.
LittleFox: Since I do intraday, I’ll list my regular trading instruments. First, AAPL—an outstanding asset, unquestionably worth long-term holding. Personally, I feel Apple clarified its strategic direction after abandoning car projects. But as an intraday trader, I don’t hold AAPL spot (sold earlier following Buffett). Using local information and market shifts, I sometimes short AAPL—e.g., shorted comfortably around Apple 17 launch last year. Similarly, ONDS and TSLA are frequent swing targets—their movements are fascinating. Though mainly intraday, I rely heavily on fundamental context; understanding fundamental rhythm gives confidence in entries.
For crypto, besides early BTC purchases, only highly anticipated MSX.
Echo: Started trading U.S. stocks in H2 2025, gradually built up the Magnificent Seven as base holdings, tracking the broader market. Largest position in TSLA—not betting on cars, but on Musk’s cards: energy, AI, robotics. Also hold MSTR and CRCL—crypto sentiment anchors in traditional markets, left untouched.
On crypto side, same old trio: BTC, ETH, SOL. These are my holiday-homecoming companions. Companionship is the longest declaration of love.
Frank: In equities, my core holdings are highly concentrated: Google (GOOGL) and Coinbase (COIN).
GOOGL was built gradually after three months of systematic U.S. equity education, understanding tokenization and AI infrastructure logic—cost around $250. Among the "Magnificent Seven," I’ve always preferred Google for its blend of technical depth and commercialization ability, both in early internet days and now in AI potential. COIN was bought earlier when I first opened my Interactive Brokers account—never sold despite drawdowns or floating profits, more symbolic than practical.
Recently, as I deepen equity research, I’ve begun monitoring RKLB and parts of storage/infrastructure sectors, but remain in observation and small-test phases.
Crypto core holdings remain restrained. GPS (GoPlus) reflects long-term observation of the security sector. USDT/USDC still dominate, serving stablecoin arbitrage and liquidity needs.
Ariaina: Crypto—firmly committed to long-term BTC investment. No special reason. Choosing BTC doesn’t need complex logic for me—it’s the only consensus asset in crypto proven by time, the minimum requirement for me to stay in this space. At this stage, I’d rather use BTC to represent my long-term crypto judgment than waste energy on high-volatility, ever-changing narratives.
Equities—I'm still a learner, limited capital deployed. Within that, I overweighted GOOGL. Business-wise, Google’s advantages are clear: search and browser form enduring traffic gateways; Google’s suite deeply penetrates work and collaboration, becoming daily life/work infrastructure; in AI, I value Gemini’s long-term potential. Beyond model capability, Google possesses real, continuous data, mature product ecosystems, and the ability to rapidly deploy AI into high-frequency scenarios. Currently, GOOGL serves as my core vehicle for building equity cognition and observing long-term shifts—not a short-term speculation.
One small observation: reviewing 2025’s Magnificent Seven, GOOGL had ~24% max drawdown and ~76% gain. It may not have been the fastest-rising or hottest-story stock, but it was certainly the least beaten when markets turned. In a way, GOOGL is a "less exciting, but sleep-friendly" core holding—aligning well with my current risk preference.
2026 will likely be full of noise—FIFA, U.S. midterms—short-term events creating trading chances. I’ll participate selectively in related sectors, primarily aiming not to crash, secondarily to profit. Exiting gracefully before the party ends will already count as progress.
Part II: Where Money Comes From, Where It Flows – Equity-Crypto Convergence
4. If the Fed enters the mid-to-late stages of rate cuts, will global liquidity first spill into U.S. equities or boost BTC and alt assets? Will equity-crypto correlation rise or fall in 2026?
DaiDai: First, liquidity follows a "spillover" logic, not an either-or choice. By mid-to-late rate cuts, equity valuations are usually already elevated—large funds find them expensive and hard to enter—so excess capital naturally spills into BTC and alts. Simply put, equities eat first, then the leftover soup and meat flow into crypto.
Second, correlation will definitely decline. Previously, crypto was equity’s "junior partner," moving together on macro cues. In 2026, equities may focus on earnings and ROIs, while crypto runs its own independent cycle—possibly seeing equities range-bound while crypto parties alone.
Tokenized equities add another dimension.
LittleFox: I believe global liquidity is in a strange state. Specifically, global settlement systems face great uncertainty—thus, even with Japanese rate hikes, liquidity hasn’t shrunk, and precious metals surged despite low inflation.
Under this backdrop, as the Fed enters mid-to-late easing—say, one cut per year over the next two years—market liquidity will structurally diverge, first flooding into assets with strong cash flows and self-sustaining capacity. In equities, cash-flow-strong firms will attract more liquidity; in crypto, assets generating real yield will gain favor. Due to uncertainty in global settlement, most investors aren’t thinking about appreciation—but preservation.
Echo: Liquidity might first fill the largest lake (equities), then overflow into the sturdiest backup reservoir (BTC), and finally water only those new ponds (select alts) with self-retention ability (cash flow) or on critical channels (infrastructure)—not flood the entire plain.
In 2026, equity-crypto correlation will "structurally decline." Short-term, they may move together on big news, but long-term, their price drivers are splitting: equities priced on "corporate earnings," a "fundamentals-driven" game; crypto on "on-chain utility" and "protocol cash flows," a "utility-driven" game.
This separation is good for investors—it means real diversification opportunities have arrived.
Frank: If the Fed’s easing cycle enters mid-to-late 2026, I believe global liquidity will prioritize U.S. equities—especially growth stocks with both performance and narrative support—rather than directly boosting alt assets.
BTC may remain a key sentiment amplifier, but broad altcoin diffusion requires more than loose liquidity—it needs new narrative carriers and structural demand.
Under this scenario, I expect equity-crypto correlation to likely decline in 2026. Not because they decouple completely, but because equities are moving toward a more institutionalized, predictable pricing framework, while internal crypto fragmentation intensifies.
Ariaina: If the Fed enters mid-to-late easing, liquidity will likely first go to work in equities, then spill into BTC and alts—not the reverse.
For retail: money goes where gains are stable, drawdowns small, ROI high—that’s what 2025 already demonstrated. For institutions, equities are the primary battlefield for accumulation, leverage, and risk control. Crypto assets are typically the next stop only after risk appetite is fully ignited. When war or trade conflicts erupt, capital first turns to gold and oil—not BTC’s safe-haven narrative.
So in 2026, equities and crypto may first rise together on liquidity, then follow separate cycles—not walk hand-in-hand forever.
5. Beyond Nvidia’s chip ecosystem, which other U.S. equity sectors offer high volatility, high growth, and strong narratives? What metrics or signals do you use to identify such structural bull markets?
DaiDai: I see two candidates.
First, space sector—high beta. Whenever SpaceX makes headlines, small-cap peers (RKLB, ASTS, etc.) can jump 20% in a day. I monitor deliveries—launch status, milestones—or major contracts: e.g., RKLB’s NASA order triggered a surge. Also watch SpaceX premium vs. peers and SpaceX news—e.g., potential IPO could ignite the whole sector.
Second, nuclear energy and power infrastructure. The narrative is straightforward: AI data centers need massive electricity. Even with top-tier H100/H200 chips, no grid connection = useless. U.S. transformer shortages and aging grids mean "infrastructure debt" must be repaid. So it’s a "picks and shovels" bet: SMR (small modular reactors) or grid upgrades—tech giants must spend here to run AI. This is essential demand—minimal uncertainty.
Additionally, watch dark pool block trades and unusual options activity (whales)—they can impact prices.
LittleFox: Entry timing must align with fundamental consensus driving sentiment—using that to judge directional bias. I pay close attention to chart patterns—like large-cycle "W" bottoms and "M" tops. If I miss the big cycle, I look for smaller patterns. Per fractal theory, similar patterns across timeframes are replicable—so if historically validated, I execute.
Echo: It’s about finding the next "must-buy" mega-story. Based on my experience (unreliable version), best opportunities hide where "the story makes perfect sense, but most haven’t calculated how much money it can make."
Biotech, defense/aerospace, energy—leading firms in mainstream sectors. Their large contracts may be the most concrete leading indicators.
Frank: Beyond Nvidia’s chip ecosystem, I do focus on sectors with high volatility (indicating repeated capital engagement), where narrative and reality form closed loops (continuously verified by earnings/events). But my methodology is still being developed—won’t embarrass myself sharing it yet.
6. As tokenized equity trading volume rises, do you think pricing power will remain with Nasdaq or shift to on-chain DEX platforms?
DaiDai: Primary pricing power absolutely stays with Nasdaq, but DEXs will capture "24/7" premium pricing. Nasdaq’s biggest weakness? It closes (weekends, holidays, after-hours). Then DEXs become the only casino. Though 5×23h or 7×24h trading may change things—still TBD.
LittleFox: Must stay with Nasdaq. DEXs only add circulation channels but can’t determine stock market liquidity. Stablecoin volumes globally are still a fraction of traditional capital. Expecting such scale to influence stock pricing is wishful thinking. That said, for tiny-cap assets, new玩法 may emerge—market worth watching.
Echo: Nasdaq, as the regulated "birthplace," will long retain nominal pricing authority—everyone uses its price as benchmark. But it will gradually become a source of 24/7 reference pricing.
Real price action will shift to on-chain DEXs. That’s where prices are discovered, volatility created, and arbitrage opportunities first appear. Faster, global, infinite strategy combinations—smart money and latest tactics flock here, naturally gaining real pricing power.
Frank: If Nasdaq officially launches tokenized equities, initial pricing power will stay with Nasdaq. Rules, compliance, and deep liquidity roots are in TradFi. But on-chain DEXs will gain off-exchange pricing power (e.g., 7×24 price discovery), a force that could eventually pressure Nasdaq to reform its trading mechanisms.
L: I lean toward "tiered pricing": short-term, core pricing stays with major exchanges like Nasdaq, where deepest liquidity, disclosure, and clearing systems reside. But as tokenized trading grows, on-chain DEXs will gain marginal pricing power—especially during non-trading hours, for long-tail assets, and in derivatives/leveraged trading.
Ultimately not replacement, but division: traditional exchanges anchor pricing; on-chain markets supplement price discovery and global 24/7 liquidity.
Ariaina: To me, pricing power will ultimately lie with whichever party "pays the highest price for pricing errors"—not the more authoritative or seemingly decentralized one.
In the Nasdaq system, market makers, brokers, clearing houses, and regulators form a tightly bound system of interests and responsibilities. Pricing errors, liquidity distortions, abnormal volatility—all translate directly into real financial losses, compliance risks, even legal liability. This high-cost environment naturally forces prices toward true supply-demand equilibrium.
DEXs, by contrast, rely more on liquidity depth and spontaneous arbitrage correction. Once liquidity dries up or market makers fail, price deviations punish not the culprit, but the entire market—a huge cost (recall the Oct 11 incident). Until tokenized equities remain anchored to real-world assets and lack sufficiently deep institutional-grade on-chain liquidity, Nasdaq-like traditional markets are clearly the party bearing the greatest responsibility and cost.
Of course, if top-tier market makers and enforceable accountability mechanisms emerge on-chain, pricing power could genuinely shift. Otherwise, on-chain remains just a trading venue, not a price arbiter.
Part III: Outlook 2026 – Investment K-Line for 'Crypto Natives in Equities'
7. In 2026, which U.S. equity sector do you most believe in and are willing to overweight long-term? Why?
DaiDai: Mainly two sectors—energy/power infrastructure, storage, and space.
First, energy and grid infrastructure—I now think buying grids is safer than buying chips. In 2025 everyone fought for compute; in 2026, bottlenecks are all about power. Even with perfect H100/H200 chips, no grid access = useless. U.S. transformer shortages and aging grids mean "infrastructure debt" must be repaid. So it’s a "picks and shovels" bet: whether SMR nuclear or old-grid upgrades, tech giants must spend here to run AI. This is essential demand—almost no uncertainty.
Second, storage—because post-AI scaling, data storage is essential. Usage grows fast, demand expands fast. Compute (GPU) produces, storage (NAND/HDD) holds. Now high-end HBM is unobtainable, enterprise HDD capacity can’t keep up—not just price hikes, but transforming from cyclical goods to essential infrastructure.
As for space—SpaceX expected to go public in 2026. What else needs saying?
LittleFox: In 2026, if I could only overweight one U.S. equity sector long-term, it would be AI infrastructure—full-stack compute and data centers. Because of guaranteed spending growth, supply constraints, and layered industry structure, and likely still mid-cycle in capex expansion.
Echo: Energy—the "picks and shovels" of the AI era. Not sexy, but demand is ironclad, business is long-term. Instead of debating which AI model company to back, just bet on the energy every AI firm depends on.
Frank: Regarding equities, I’m still learning, but currently most bullish on commercialized AI applications and compute infrastructure—not hype, but because real cash flow shifts are happening here.
Ariaina: As an equity novice, I can’t claim deep edge in any sector. Rather than forcing logic, I’ll start with proven assets like the Magnificent Seven—my "beginner’s sanctuary." For me, this isn’t about betting which sector wins, but building foundational understanding. I’d rather prioritize "sur
Join TechFlow official community to stay tuned
Telegram:https://t.me/TechFlowDaily
X (Twitter):https://x.com/TechFlowPost
X (Twitter) EN:https://x.com/BlockFlow_News
