According to @LexSokolin, a large number of neocloud projects are getting funded in AI infrastructure, highlighting where capital is currently flowing, source: Lex Sokolin on X, Sep 11, 2025. According to @LexSokolin, he frames crypto as the debt coin layer and AI as the economy layer, a structure that traders can use to think about relative positioning between token markets and AI infrastructure exposure, source: Lex Sokolin on X, Sep 11, 2025.