According to the source, traders should track IP into January 14 due to an upgrade catalyst highlighted in the source's post, indicating a time-specific event focus for positioning and risk management, source: X post dated 2026-01-13. The source also flags growing attention on TAO tied to filings and ETF-related chatter, suggesting headline sensitivity and flow-driven moves around disclosure dates, source: X post dated 2026-01-13. The source highlights an infrastructure rotation led by DePIN, with emphasis on compute and ZK proving, guiding sector allocation toward compute infrastructure and zero-knowledge proving names, source: X post dated 2026-01-13.