Rising yields = death by a thousand cuts for AI infrastructure 😳

Higher borrowing costs hitting AI companies hard right now. Most of the buildout is debt-financed, so when yields spike:

• Valuations get crushed
• Capex plans get delayed
• Weaker players get flushed out

This macro shift could separate the real players from the vaporware. Watch which AI tokens can still deliver without cheap money propping them up.

If you're long AI narrative plays, this is your stress test. Projects with actual revenue > projects burning VC cash.