According to CoinMeta, Raoul Pal, the founder of Real Vision, stated that capital is shifting back from the AI sector to the crypto market. He believes that a weaker dollar is a key condition for the rise in crypto prices, but higher bond yields and a strong dollar are still limiting liquidity. If the dollar does not weaken, the worst-case scenario would be AI stocks remaining flat, causing funds to continue to flow into crypto. Raoul Pal also mentioned that AI agents may bring more business to Ethereum and Solana in the future, while Bitcoin might miss out on most of the crypto economic activity generated by AI agents. He noted that Solana core activities are speculative in nature and on a smaller scale, with a higher concentration of Ethereum capital.