In-Depth Sector Analysis: The Explosive Logic and Target Selection for AI + Public Chains in 2026

The core narrative of the crypto market in 2026 has shifted from “DeFi Summer” to a fusion explosion of “AI + blockchain games.” Among them, the differentiation in the public chain sector is particularly evident: SOL, AVAX, and others have led the rebound in February with gains of over 13%, thanks to high performance and AI ecosystem deployment; meanwhile, traditional public chains like ETH play more of a “value foundation” role, expanding capacity through Layer 2 solutions to support AI applications.

The fundamental logic behind the explosion of AI + public chains is driven by a dual force: “computing power demand on the chain” and “application scenario implementation.” On one hand, training large AI models requires distributed computing power, and the decentralized node network of public chains can provide low-cost, highly elastic computing resources; on the other hand, applications like AI Agents and blockchain games demand infrastructure with high TPS and low Gas fees, creating essential scenarios for high-performance public chains.

In terms of target selection, I prefer a “dual-track approach”: first, allocate to flexible assets like SOL and AVAX to capitalize on short-term narrative hype; second, invest in leading ETH Layer 2 solutions such as Arbitrum and Optimism to share in the long-term ecosystem benefits. At the same time, caution should be exercised to avoid “narrative bubbles” and over-investing in projects lacking practical application deployment.