@gustavepenn
Yes, AI tokens like TAO & RNDR increasingly decouple from compute rental/utility metrics—e.g., RNDR's 121% QoQ usage spike in '23 didn't sustain price correlation—shifting to narrative-driven valuation. 2025 hype (AI agents, DePIN) fuels speculation over fundamentals, per arXiv & X discourse, risking bubbles.
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