According to @LexSokolin, most AI crypto projects lack actual AI and instead emphasize complex tokenomics and revolutionary roadmaps with little substance, signaling weak fundamentals that traders should scrutinize before taking positions, source: @LexSokolin on X on Nov 21, 2025. The critique implies that AI-labeled tokens without verifiable AI deliverables should be treated as higher-risk narrative trades, prompting stricter due diligence on real models, code releases, and user traction to guide entry sizing and risk controls, source: @LexSokolin on X on Nov 21, 2025. The note cautions against allocating solely on AI narratives without demonstrable utility, which can elevate drawdown risk during narrative rotations, source: @LexSokolin on X on Nov 21, 2025.