Crypto Scenario Insights
What happened
US national security restrictions on Anthropic's frontier models have catalyzed a double-digit rally in decentralized AI and DePIN tokens.
What we think
The most likely outcome is a speculative, narrative-driven rally with a 55% probability, which will eventually consolidate as the market confronts the physical realities of GPU hardware concentration.
Read the analysis
US Anthropic Block Triggers Decentralized AI Rally: Structural Shift or Speculative Narrative?
We explain what happened and what could follow. We do not forecast prices.