most of your altcoin bags are cooked and ai infra is the only play left most of your altcoin bags are going to zero and nobody wants to hear it. ive been in crypto since 2019 and every cycle people convince themselves that this time their random L1 or L2 pick is going to moon just because some VC backed it. nah. that game is dying. what ive been watching closely is the AI infrastructure side of crypto and honestly its the only thing that makes sense to me going into 2026. tokens tied to actual revenue and real usage are separating from everything else. like its not even close anymore. the ones building deAI and agentic AI infrastructure are pulling away while most L1s and L2s just sit there with no real use case pretending they still matter. i think a bunch of the biggest coins by market cap are gonna be AI related within the next year or so. some of these AI infra plays could see massive gains if they keep shipping.…