Crypto capital is rotating into AI and deep tech equities, with secondary market interest now concentrated on assets like Neuralink and OpenAI. The shift comes as the Polymarket contract for USD.AI’s FDV exceeding $300M one day after launch sits at 96.2% YES.

## Market reaction

The USD.AI market has an order book requiring $112,690 to move prices by 5 points, suggesting strong conviction among current holders. Daily actual USDC volume is $1,233. At 96.2¢ per YES share, the contract pays $1, a 1.04x return. For MegaETH, there has been no recent trading activity on its $6B market cap contract.

## Why it matters

The rotation toward AI and deep tech equities is structural, not cyclical. Crypto projects now…