# AI infrastructure stocks — X 热门讨论 (2026-09-26 09:08 UTC)
## @TheDeFiAngel (THE ANGEL) · 09-26 06:07 · ♥67 ↻10 💬39 $ZEC - @Zcash is increasingly the market’s reference point for privacy.
$NEAR - @NEARProtocol is the infrastructure for a market that is becoming increasingly multi-chain, private, AI-driven, and asset-heavy.
What caught my attention is how much NEAR has evolved.
A few years ago, the perspective was mainly sharding and scalability. Today, the stack looks very different:
→ @near_intents handles cross-chain execution through a solver network, with 30+ chains connected and tens of billions in cumulative volume.
→ https://t.co/XPMiFORLby is becoming a trading interface for swaps, cross-chain assets, perps and tokenized assets.
→ Confidential Intents brings private balances, swaps and trading into the same infrastructure.
→ @near_ai is building around private inference and AI agents rather than trying to compete as another LLM.
→ @Ondo tokenized stocks and ETFs add another RWA layer to the ecosystem.
The point is the convergence.
Chain abstraction brings liquidity from different networks.
Privacy creates demand for confidential execution.
AI creates new users and new forms of computation.
RWAs bring traditional assets on-chain.
$NEAR has a product sitting across each of these narratives, while Intents can potentially capture the activity flowing between them.
That is a very different thesis from the NEAR I researched years ago.
The market is no longer valuing NEAR purely as another L1.
It is increasingly being positioned around the infrastructure connecting users, assets, chains and applications.
And that makes the $ZEC / $BTC and $NEAR / $ETH comparison worth watching, not because they are identical, but because both are becoming proxies for much larger narratives developing around them. https://x.com/TheDeFiAngel/status/2103728099309277458
## @prismassets (Prism Assets) · 09-26 07:53 · ♥37 ↻10 💬7 Tokenized Assets on Prism
Prism is an Amazon-like marketplace for trading 2,000+ tokenized real-world assets (RWAs), ranging from tokenized stocks and real estate to assets across more than 20 different asset classes.
We also have our own DEX, where users can provide liquidity for various tokenized stocks, along with a verification layer and an OSINT tool for verifying assets on Prism chain. (An Arbitrum Orbit L3 on Robinhood)
You can trade: - tokenized treasuries - tokenized stocks - tokenized money markets - tokenized etfs & indices - tokenized bonds - tokenized gold & metals - tokenized private credit - tokenized commodities - tokenized real estate - tokenized carbon - tokenized private equity - tokenized traditional finance - tokenized arts - tokenized infrastructure - tokenized trading carts - tokenized ventures - tokenized royalties - tokenized antiques - tokenized cars and many more. - programmable assets
on Prism.
Here at Prism marketplace, one can easily invest in their favourite asset without any hassle, with the use of several tools available to them, such as:
- Fill analyzer - Depth analysis - Reserve watch - Time machine - Premium radar - Asset verifications - OSINT mapping - Prism trust score - Custodian information - Indexes and RWA baskets - Portfolio and calculator - Prism terminal - Prism translate - RWA perpetuals - Social trading layer - AI operating system - Quantum cryptography - Top yields, daily listings, spike popups - Asset comparison - Dynamic watchlist - AI agents - Prism assistant 'corgi' and many more.
@blknoiz06 Check this out! https://x.com/prismassets/status/2103754815448953181
## @TheSkayeth (Sky) · 09-26 07:45 · ♥31 ↻3 💬2 While everyone on X is crying about AI infrastructure / miner stocks today, I am only going to say this ONCE.
Today was a BULLISH red day.
$IREN. $CIFR. $KEEL.
All of these, including $WGMI, the ETF for these AI assets, are finding support today.
1. $IREN bounced off the 20D MA. 2. $KEEL bounced off the 10D MA. 3. $CIFR bounced off the 10D MA. 4. $WGMI bounced off the 10D MA.
We could even head lower, but this is a good sign that buyers are stepping in.
Why would we sell now when institutional buyers are holding an ALL TIME HIGH number of shares.
They LITERALLY know that something's about to happen, so I'm not going to fight that.
I added more today. Watching closely, don't miss out! https://x.com/TheSkayeth/status/2103752709447016633