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US stock pre-market data shows the tech sector is rallying, and Goldman Sachs has dropped a report that the crypto market is seriously undervaluing.
On the surface, Goldman is calling out Alibaba, Global Data, Century Internet, and Kingsoft Cloud. But what really needs re-evaluating isn’t these stocks themselves. It’s that judgment in the report that slipped by: China's daily Token usage is set to surge to 350 trillion by year-end.
What does 350 trillion Tokens mean? It means the demand for inference computing power is no longer linear; it's exponential. Goldman even admits in the report that Token bills are skyrocketing, and the market is in heated debate over the validity of this growth.
Looking at it from another angle, the competition for AI models has shifted from burning cash on training to printing money on inference. Every bit of computing power consumed in inference will ultimately reflect on the revenues of cloud service providers and data centers. Companies like Global Data and Century Internet are not just custodians of crypto mining farms; they're also potential foundational suppliers for the decentralized computing networks of Web3. The traditional market and the crypto market are pricing the same thing, but the time lag is huge.
Funds have already started betting early on the US stock side. Century Internet jumped over 12% in pre-market, while Global Data rose over 8%. But the crypto market hasn’t reacted at all to the S&P. This lag itself is an opportunity. When traditional cloud service provider valuations are re-assessed due to AI inference demand, the narrative of decentralized computing can't stay flat for long.
What’s truly noteworthy isn’t which stock Goldman recommends. It's that Goldman is endorsing a logic that will inevitably flow into the crypto market in the coming weeks: AI inference demand explosion → computing power shortage → cloud service price hikes → decentralized computing becoming a price overflow outlet.
The last time we saw a similar structural transmission was when the AI narrative first kicked off in 2023. Back then, Nvidia was the first to rise, and three months later, Render and Akash began to catch up. Now, Nvidia's stock price has doubled, while crypto computing Tokens are still grinding at the bottom.
This lag window won’t stay open for long. The real big players are never chasing highs on-chain; they’re positioning themselves in traditional markets after receiving signals, ahead of time, in less liquid but higher odds assets.
$BTC $ETH
US stock pre-market data shows the tech sector is rallying, and Goldman Sachs has dropped a report that the crypto market is seriously undervaluing.
On the surface, Goldman is calling out Alibaba, Global Data, Century Internet, and Kingsoft Cloud. But what really needs re-evaluating isn’t these stocks themselves. It’s that judgment in the report that slipped by: China's daily Token usage is set to surge to 350 trillion by year-end.
What does 350 trillion Tokens mean? It means the demand for inference computing power is no longer linear; it's exponential. Goldman even admits in the report that Token bills are skyrocketing, and the market is in heated debate over the validity of this growth.
Looking at it from another angle, the competition for AI models has shifted from burning cash on training to printing money on inference. Every bit of computing power consumed in inference will ultimately reflect on the revenues of cloud service providers and data centers. Companies like Global Data and Century Internet are not just custodians of crypto mining farms; they're also potential foundational suppliers for the decentralized computing networks of Web3. The traditional market and the crypto market are pricing the same thing, but the time lag is huge.
Funds have already started betting early on the US stock side. Century Internet jumped over 12% in pre-market, while Global Data rose over 8%. But the crypto market hasn’t reacted at all to the S&P. This lag itself is an opportunity. When traditional cloud service provider valuations are re-assessed due to AI inference demand, the narrative of decentralized computing can't stay flat for long.
What’s truly noteworthy isn’t which stock Goldman recommends. It's that Goldman is endorsing a logic that will inevitably flow into the crypto market in the coming weeks: AI inference demand explosion → computing power shortage → cloud service price hikes → decentralized computing becoming a price overflow outlet.
The last time we saw a similar structural transmission was when the AI narrative first kicked off in 2023. Back then, Nvidia was the first to rise, and three months later, Render and Akash began to catch up. Now, Nvidia's stock price has doubled, while crypto computing Tokens are still grinding at the bottom.
This lag window won’t stay open for long. The real big players are never chasing highs on-chain; they’re positioning themselves in traditional markets after receiving signals, ahead of time, in less liquid but higher odds assets.
$BTC $ETH