Key points:

• AI and crypto are poised to disrupt existing market structures significantly.
• The next decade may see a reshaping of money markets with different beneficiaries than in the past.
• Stablecoins are processing more transaction volume than major credit card companies like Mastercard.
• Profit margins are increasing even as job creation remains stagnant, presenting a unique economic situation.
• Investor fear is growing over AI’s potential to disrupt software companies.
• Bitcoin’s performance is closely aligned with software ETFs, indicating a strong correlation.
• AI’s rise has shifted attention and funding away from SaaS and crypto sectors.
• Despite current challenges, crypto is expected to recover, though it currently lacks venture capital…