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Yuvi.
$TAO，AI资本开支热潮能否外溢到去中心化算力网络？AI带动美股成长股走强，证明资本市场仍愿意为算力故事支付溢价，但代币网络必须证明供需撮合与服务质量。若任务需求和实际支付增长，我会看重收入闭环；若热度只跟随AI股票、网络使用未扩张，估值可能脱离兑现。
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