Market Trends - Track BTC (Bitcoin) and yen carry flows [1] - Monitor AI agent small caps and CMC trending (关注人工智能代理小盘股和CMC趋势) [1] Cryptocurrency & AI - Watch TAO into and after its halving (关注TAO减半前后) [1] Infrastructure Plays - Follow infra plays: Virtuals, GraphAI, Coinbase-backed AI (关注基础设施建设：虚拟现实，GraphAI，Coinbase支持的AI) [1]