The sense of capital is always keen. First, the AI wave created wealth, and now the focus is shifting to the blue ocean of brain-computer interfaces and human brain computing. It took the entire market about a year to digest the value of Agent orchestration technology, and now some are turning their attention to the metaverse track—taking advantage of the noise not being too loud yet. Simply put, it's track rotation; smart money is always quietly shifting positions. By the time public opinion reacts, the trend has already been established.