According to @DowdEdward, AI is tracking a classic new-technology hype cycle with heavy overinvestment ahead of revenues, signaling a forthcoming burst and lower repricing of capital tied to the theme. Source: Edward Dowd on X, Nov 7, 2025. He states AI is not a fad, but expects valuations to compress as excess capital resets, indicating near-term downside risk for AI-linked valuations until fundamentals catch up. Source: Edward Dowd on X, Nov 7, 2025. He adds that Trump is both right and wrong: AI will persist, yet the capital that chased the trade is likely to reprice lower from current levels. Source: Edward Dowd on X, Nov 7, 2025. He does not reference cryptocurrencies, and no direct crypto-market impact is addressed in his post. Source: Edward Dowd on X, Nov 7, 2025.

According to Lex Sokolin (@LexSokolin), the crypto and AI markets should move beyond extreme narratives like AGI worship or doomer scenarios, emphasizing that AI is a practical tool shaping future blockchain and digital asset ecosystems. This balanced outlook signals to traders that hype cycles and fear-based volatility may subside, encouraging a focus on real-world AI applications in crypto, DeFi, and Web3 projects. Sokolin’s commentary suggests current market sentiment is stabilizing, which could lead to more sustainable trading opportunities and reduced short-term speculation (Source: Twitter, Lex Sokolin, June 2, 2025).