tokens

AI

2026-08-25 00:37:17

20VC’s Paul Bonnet Says AI Tokens Could Drop 99% and Still Drive a Bigger Market

20VC investor Paul Bonnet argues that a successful AI boom may not end in a bubble burst. Instead, token prices could keep falling while the overall market expands dramatically. He points to aluminum as a historical example: a collapse in cost did not kill the industry, but helped create entirely new markets. Bonnet also draws parallels with past overbuild cycles in fiber and rail, while noting that AI agents and reasoning models may loosen the current human-time constraint on demand.

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ChainCatcher

2026-08-24 15:51:30

Blockworks Research says crypto remains the strongest speculative market

Blockworks Research analyst Shaunda Devens argued that crypto is likely to remain the most attractive speculative market because price and demand reinforce each other. In her view, that dynamic differs sharply from equities, where a rising share price does not directly change the underlying business. She used Apple as an example, saying that once a stock climbs to a certain level, its price-to-earnings ratio can look unreasonable against the same revenue base. Devens said crypto works differently because token businesses are closely tied to speculation in financial assets. Higher token prices can directly drive more trading activity and greater leverage demand, which in turn lifts protocol revenue. She pointed to data from last week showing that while token gains reached as high as 60%, 10 of 16 sectors posted revenue growth that outpaced price appreciation. Perpetual futures revenue rose 243%, compared with a 43% increase in the related token price. Based on that pattern, she said tokens do not have a real short-term value ceiling, and mechanisms such as buybacks and DAT can strengthen that reflexive loop further.

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a16z

2026-08-24 14:05:43

a16z Says AI Agent Token Usage Has Jumped 14x in Six Months, with HBM Demand Rising

Andreessen Horowitz (a16z) said in its latest Charts of the Week that AI agents are now consuming nearly five times as many tokens as typical human users, and agent usage has risen about 14x since February. The firm linked that shift to higher demand for high-bandwidth memory (HBM), arguing that agents rely heavily on cached tokens and repeated context reuse. a16z also cited OpenAI data showing a widening gap in enterprise AI usage, with the top 10% of companies now far ahead of typical users. In that group, token output has grown more than 17x since April 2025, while the overall enterprise average has roughly doubled. The article also said the top 10% of companies use plugins at about 2x the rate of typical firms and skills at about 6x, while legal adoption of Codex has surged 108x since February 2026, though a16z said it is difficult to separate product expansion from usage growth.

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protocol reve

2026-08-13 09:01:23

When Protocols Earn but Tokens Fall: Four Gates Stand Between

Protocol revenue and tokenholder returns are not the same thing. A project can report healthy earnings while its token keeps falling. According to a brief note from Foresight, the distance between "the money the protocol earns" and "the money you actually get" is not one step but four gates. Most market participants only look at the first gate, the one that shows protocol income. The other three are exactly where the answer usually gets lost, and where most people never look. That is why a profitable project and a falling token can coexist. The question is not whether the treasury is full; it is what happens between that number and the holders who are watching their positions drop. For anyone trying to read a project's fundamentals, the first gate is only the beginning. The real explanation sits in the steps that most analyses skip. That is the gap worth watching.

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Prediction Ma

2026-08-05 05:13:39

predict.fun Launches Market to Predict Which Tokens CZ's Public Wallet Will Buy

Prediction platform predict.fun announced on X that it has introduced a new market to forecast which tokens CZ's public wallet will buy before October 2026. Odaily reported the news.

1830

AI

2026-08-03 10:34:16

Alex Hormozi says AI won’t make companies rich if it only speeds up low-priority work

Alex Hormozi, a U.S. entrepreneur and investor, argues that the current rush into generative AI, AI agents, Vibe Coding, and token-heavy automation does not automatically translate into higher revenue. In a recent video titled “Why AI Won t make you rich in 2026,” he said many founders are increasing AI usage and watching their token bills rise, yet their income is not moving in step. His point is not that AI lacks efficiency. It is that many businesses confuse producing more output with creating more value. Hormozi describes AI as a high-leverage tool, but says it has not replaced other forms of leverage such as capital, media, teams, talent, and brand. He argues that companies often use AI to do more of the work they had previously delayed, without first asking whether that work would actually raise revenue, improve gross margin, lower delivery costs, or remove the main constraint on growth. In his view, the highest leverage move is often not automation, but deciding which work should not be done at all. He adds that after execution costs fall, choosing the right priority becomes even more important than finishing tasks faster.

1900

AI crypto

2026-07-24 09:25:16

AI Crypto Sector Explained: Five Projects, Market Caps, and Core Risks

The article outlines how AI is being integrated into crypto, highlights five AI-related tokens by market cap, and reviews the sector’s main use cases, benefits, and risks.

200

CryptoRank

2026-07-24 08:24:07

CryptoRank says only 7% of tokens launched since 2024 remain profitable

Data from CryptoRank shows that only 7% of tokens issued since 2024 are still in profit at present, according to a Techub News update. The brief did not provide a breakdown by sector, token category, or issuance period beyond the 2024-and-later timeframe, but it highlighted the low share of newly launched tokens that remain above their profitable threshold. Techub also identified CryptoRank as a cryptocurrency data analytics platform that offers project rankings, market statistics, and on-chain data tracking services. The report was published as a short market analysis item.

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