Crypto Scenario Insights
What happened
The US government's national security restriction on Anthropic's AI models has sparked a narrative shift toward decentralized AI alternatives.
What we think
The most likely outcome is a narrative-driven consolidation (50% probability) where AI tokens like TAO experience high volatility but fail to establish a long-term structural uptrend due to technical limitations.
Read the analysis
US Anthropic Ban Catalyzes AI Token Rally — But Can Decentralized Networks Sustain the Momentum?
We explain what happened and what could follow. We do not forecast prices.