José dropping truth bombs on AI demand risk 💣
VC money flooding into AI models is creating a feedback loop. But here's the catch: if fundraising slows, the whole demand structure could collapse reflexively.
Translation: AI infrastructure plays are betting on perpetual capital inflows. The moment VC money dries up, watch demand crater fast.
This matters for $TAO $RNDR $FET and the entire AI narrative in crypto. We're not just riding tech adoption - we're riding a capital cycle.
If macro tightens or risk-off hits, AI tokens get double-whammied: less VC money flowing to AI projects AND less retail speculation.
Position accordingly. Don't get caught holding bags when the music stops.
VC money flooding into AI models is creating a feedback loop. But here's the catch: if fundraising slows, the whole demand structure could collapse reflexively.
Translation: AI infrastructure plays are betting on perpetual capital inflows. The moment VC money dries up, watch demand crater fast.
This matters for $TAO $RNDR $FET and the entire AI narrative in crypto. We're not just riding tech adoption - we're riding a capital cycle.
If macro tightens or risk-off hits, AI tokens get double-whammied: less VC money flowing to AI projects AND less retail speculation.
Position accordingly. Don't get caught holding bags when the music stops.