Morgan Stanley’s chief U.S. equities strategist Wilson has just spoken: he says a trend-driven market rally is about to restart, but the leaders will change. His meaning is that the market is shifting from AI infrastructure to AI applications, with mid-cycle sectors such as software, financials, and insurance set to take the baton. Coincidentally, last week OpenAI’s GPT-6 Astra also sparked a buzz on Wall Street, and AMD and Broadcom jumped in response. For the crypto market, if this AI narrative moves from infrastructure to the application layer, chains like $ETH and $SOL —focused on smart contracts—stand to benefit more. A surge in applications at the application layer means more on-chain activity, higher gas fee revenue, and fundamentals for tokens become more solid. But Wilson left one key point unspoken: during this rotation, whether there will be a vacuum period in the middle. Do you think this AI-driven行情 can still lift the crypto market and fly together?