A day in the crypto world; if you only look at the ups and downs, you are no different from a gambler. The real 'hunter' observes the alternation of narratives.

Recently, BTC hit a new high, and everyone is cheering. But I suggest you take your eyes off the 1-minute chart and look at the significant events that Silicon Valley and Singapore are quietly conspiring about — the NVIDIA GTC 2026 conference (March 16-19).
Why should we pay so much attention to a conference selling graphics cards?
1️⃣ Huang Jiaozhu's 'Five Layer Cake' and its connection to AI coins
At this GTC conference, Jensen Huang proposed a 'Five Layer Cake' framework: energy, chips, infrastructure, models, applications.
Have you discovered it? This is simply tailored for Web3 energy and decentralized computing projects:
Chips and infrastructure: This is what we often refer to as DePIN (Decentralized Physical Infrastructure). Projects like Render (RNDR) and Bittensor (TAO) are essentially creating 'decentralized NVIDIA.'
Models and applications: This is the hottest Agentic AI in 2026.
2️⃣ What is Agentic AI? (This is your capital today)
Previous AI (like ChatGPT) was you asking and it answering, this is called 'conversational.'
The AI of 2026 is called 'Agentic (Agent).' It will not only speak but also use your private keys to shop on-chain, participate in governance proposals, and automate mining.
Fetch.ai (ASI Alliance) is already creating an 'AI to AI' economy. Imagine that in the future your AI assistant will automatically compare returns across the internet, helping you deposit your U in the place with the highest annualized return while you just sleep. This is why FET/ASI has been so strong recently.
3️⃣ Don't forget that 'looks like a ball' project: World (formerly Worldcoin)
Sam Altman (OpenAI boss) has also made big moves recently. Although regulators have been keeping an eye on their Orb iris scanner, their positioning has changed in 2026 to: 'The last line of defense for human identity.'
When AI Agents flood to the point where it is hard to distinguish who is real, the mocked 'eye-scanning' project might become the only 'ticket' to Web3.
💡 A small opinion:
Embargo period: The GTC conference is usually the hottest time before the 'good news realization,' and between now and March 16, the AI sector will have strong resistance to declines.
Focus sectors: Computing power (Render), agency (Fetch.ai), identity (World).