CryptoPulse

🚨 The AI ​​Illusion: Why 95% of Investments Are a Bubble, Not Growth The hype around artificial intelligence has peaked, but the data paints a disturbing picture. We'll explore why a classic credit bubble is hiding behind the hype. 📉 Data from the MIT report (The GenAI Divide): • 95% of corporate investments in AI have failed to generate any profit. • The authors coined the term "The GenAI Divide"—the gap between the few who make money and the rest.🔍 Anatomy of a Bubble: Money Flows in the Wrong Places 79% of financial flows end up with infrastructure players (Nvidia, cloud platforms). Model developers (OpenAI) receive only 16%, and app creators receive a mere 5%. The Problem of Implementation Companies are implementing AI for "efficiency," not profit. Only 5% of pilot projects reach commercial use. The main reason is the "Learning Gap": systems fail to adapt to the business context. Debt Trap Capital expenditures (Capex) in the tech sector have reached dot-com bubble levels (18.1% CAGR). To finance growth, companies are accumulating debt. The volume of "AI debt" already amounts to $1.2 trillion (according to JPMorgan). 📌 Historical Parallel: The current situation is almost an exact replay of the 2000s bubble: inflated valuations, aggressive spending, debt, and a lack of profitability for most players. 💰 The Only Exception While startups are burning, Nvidia is posting record revenue ($1.2 billion per quarter, +63% YoY). This confirms the rule: money is made on shovels, not gold. 🎯 Investor Conclusion: The AI ​​market is following the path of past bubbles. John Keynes's quote is more relevant than ever: "Markets can remain irrational longer than you can remain solvent." Focus on companies with real profits, not mounting debt. The rest is illusion. #AI #investments #finance #bubble #analytics

📌 Key Events of the Upcoming Week: 📌Monday, November 10: 📌Tuesday, November 11: EU - Speech by ECB President Carlo Lagarde - 11:20 AM Moscow time EU - ZEW Economic Sentiment Index (Nov) - 1:00 PM Moscow time 📌Wednesday, November 12: 🇩🇪Germany - Consumer Price Index (Oct) - 10:00 AM Moscow time 📌Thursday, November 13: 🇬🇧UK - GDP (Q3 2025 - prev) - 10:00 AM Moscow time 🇪🇺EU - ECB Monthly Report - 12:00 PM Moscow time 🇺🇸US - Consumer Price Index (Oct) - 16:30 Moscow time 🇺🇸US - Initial Jobless Claims - 16:30 Moscow time 🇺🇸US - Crude Oil Inventories - 20:00 Moscow time 🇺🇸US - Fed Budget Execution Report (Oct) - 22:00 Moscow time 📌Friday, November 14: 🇺🇸US - Fed Balance Sheet - 00:30 Moscow time 🇨🇳China - Industrial Production (Oct) - 05:00 Moscow time 🇪🇺EU - GDP (Q3 2025 - prev) - 13:00 Moscow

Sentiment Index: 20, Extreme Fear; Bitcoin Dominance: 59.79%; Market Cap: $3.41 trillion; SP 500: $6,748 Gold (XAU/USD): $4,001

FIL/USDT

MINA/USDT

INJ/USDT

Ldo/USDT

ARB/USDT

WLD/USDT

Op/USDT

For DOGE/USDT, I expect prices of $0.04 and $0.02. Elon Musk wants to scam everyone.

🟢 BUYING BTC on November 5th: Fidelity (FBTC) +81,090 BTC ✅ Ark/21 Shares (ARKB) +7,797 BTC ✅ VanEck (HODL) +1,163 BTC ✅ Invesco (BTCO) +113 BTC ✅ Franklin Templeton (EZBC) +20 BTC ✅ 🔴 SELLING BTC on November 5th: BlackRock (IBIT) -63,609 BTC ❌ Valkyrie (BRRR) -113 BTC ❌ ➡️ UNCHANGED: Grayscale (GBTC) Grayscale Mini (BTC) Bitwise (BITB) WisdomTree (BTCW) 📊 TOTAL for November 5th: Net inflow: +26,459 BTC Major buyer: Fidelity (+81,090 BTC) 🚀 Major seller: BlackRock (-63,609 BTC)

🚨🚨Alctoys will drift downwards again."

BTC could correct to $90,000 - there is an important support level there, so take the risks into account.

95k

#ETH

#BTC