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 Pentoshi, there is an anticipation of more staked ETF filings entering the market. These ETFs will need to select appropriate infrastructure, and major companies like Blackrock might opt for LDO as their choice. This decision could lead to a repricing of associated assets. This insight suggests traders should monitor infrastructure selections by ETFs closely, as they can significantly impact the valuation of related cryptocurrencies.