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Startups & Venture·July 3, 2026·1 min read

Investors Track Tokens for Clues on AI Trade’s Next Move

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When investors start using AI-linked tokens as a sentiment proxy, the AI trade is behaving more like a macro factor than a tech theme. If your company is exposed to AI narratives, expect your valuation and fundraising conversations to move with this risk-on/risk-off cycle, not just your metrics.