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ai infra

AI Infrastructure

Compute, chips, HBM, data centers, and power/grid — the macro driver beneath crypto.

Regime range · market +0.6% 7d · F&G 26 · updated 2026-07-26 06:00 UTC

peak strength today
28.0
2026-06-11 → 2026-07-26 · daily lead strength
divergence over window: narrative, no flow 825 · capital-aligned 155 · neutral 145 · no single asset 14

current narratives

AI & Crypto Convergence narrative, no flow ↓
Intersection of AI and crypto, including AI agents needing wallets, AI data centers, and AI-to-crypto rotation narratives.
strength 23.4 · +22/24h · underperform · AI -1.6% 7d

cited sources

High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers
Newcomer
Announcing the Machine Earning AI Summit, Our New AI Commerce & Finance Event
Newcomer
Semiconductors now drive nearly half of S&P 500 earnings growth, and that should make crypto investors pay attention
Crypto Briefing
AI Didn't Replace Businesses, It Changed the Rules of Competition
Hacker Noon
SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inception
Newcomer
Chamath Palihapitiya warns US ban on open-source AI could harm stock market
Crypto Briefing

other domains

Protocol & Ethereum DevelopmentCrypto Market & MajorsCrypto Security & ExploitsAI Agents & CryptoRegulationDeFiExchangesMacro & Central BanksReal-World Assets (RWA)Mining & Crypto EquitiesStablecoinsLayer-1 & Layer-2 ChainsPrediction Markets

Strength = cross-source convergence (independent trust-weighted sources agreeing now). Divergence = narrative vs. capital, two signed axes (absolute direction + relative-to-market). Pull this as structured data via the API/MCP.