COINOTAG News reports that a China International Capital Corporation research note indicates the crowding risk in the AI sector has moderated since the late‑September peak, signaling that long‑term opportunities remain even as near‑term enthusiasm cools.
Meanwhile, the note suggests a style rotation favoring the value style in the short run, as the sector trades through volatility. Institutional investors are inclined to pull back on risk and adopt a more defensive stance toward year‑end liquidity management.
For crypto markets, the findings imply that credible, AI‑driven blockchain projects may attract longer‑horizon capital, while near‑term flows tilt toward value‑oriented strategies. Traders should anchor analyses on fundamentals, governance, and real utility to avoid speculative upside.