AI funding is drying up. Both sovereign funds and VCs are pulling back hard.
This isn't just a correction—it's a reality check. The hype cycle peaked, and now everyone's asking: where's the actual revenue?
For crypto:
→ Less capital flowing into AI = more attention back to crypto infrastructure
→ AI tokens that rode the narrative without substance are cooked
→ Watch for pivots: AI projects scrambling to tokenize or find PMF
The money always finds the next narrative. If AI funding is contracting, expect liquidity to rotate. DePIN, gaming, and real-yield protocols could catch the overflow.
Stay sharp. Capital flows tell you everything.
This isn't just a correction—it's a reality check. The hype cycle peaked, and now everyone's asking: where's the actual revenue?
For crypto:
→ Less capital flowing into AI = more attention back to crypto infrastructure
→ AI tokens that rode the narrative without substance are cooked
→ Watch for pivots: AI projects scrambling to tokenize or find PMF
The money always finds the next narrative. If AI funding is contracting, expect liquidity to rotate. DePIN, gaming, and real-yield protocols could catch the overflow.
Stay sharp. Capital flows tell you everything.