According to @LexSokolin, fresh attention on AI’s employment impact puts tradable labor-productivity and sector-rotation themes back in focus for equities and crypto, source: Lex Sokolin (Twitter/X post dated Aug 29, 2025). IMF analysis estimates about 40% of global jobs are exposed to generative AI—with roughly 60% exposure in advanced economies—implying material shifts in corporate cost structures and margins, source: IMF (2024) Generative AI and the Future of Work. Goldman Sachs research projects up to 300 million full‑time roles globally could be exposed while generative AI could lift global GDP by around 7% over a decade, supporting productivity and earnings narratives in AI-levered names, source: Goldman Sachs Global Economics Analyst (Mar 2023). OECD finds clerical and support roles face the highest automation risk while realized displacement remains limited so far, indicating near‑term reskilling demand and uneven wage pressure by occupation, source: OECD Employment Outlook (2023) Artificial Intelligence and the Labour Market. Firm‑level evidence shows generative AI tools raised customer support agent productivity by about 14%, signaling potential margin tailwinds for adopters and a basis for re‑rating efficiency leaders, source: NBER Working Paper Generative AI at Work (Brynjolfsson et al., 2023). Crypto’s beta to equity risk remains material, so AI‑led equity strength can transmit to BTC and ETH via risk sentiment correlation, source: IMF (2022) Crypto Prices Move More in Sync With Stocks. AI‑linked crypto tokens such as FET, RNDR, and TAO have exhibited high sensitivity to major AI catalysts (e.g., earnings and capex signals), informing event‑driven strategies around AI data releases, source: Kaiko Research (2024) and Binance Research (2024).