AI automation layoffs aren't printing money like everyone thought.
Companies cutting headcount for "AI efficiency" but the ROI isn't there yet. Classic case of CFOs chasing narratives without the infra to back it.
This matters for crypto:
• If tradfi can't make AI work, where does that leave AI agent tokens?
• Overhyped narratives = rotation opportunities
• Watch which AI projects actually ship vs which ones just farm hype
The AI trade might be getting ahead of fundamentals. Again.
Companies cutting headcount for "AI efficiency" but the ROI isn't there yet. Classic case of CFOs chasing narratives without the infra to back it.
This matters for crypto:
• If tradfi can't make AI work, where does that leave AI agent tokens?
• Overhyped narratives = rotation opportunities
• Watch which AI projects actually ship vs which ones just farm hype
The AI trade might be getting ahead of fundamentals. Again.