Five AI hyperscalers have raised $255.34B through June 4, and Goldman has 2026 capex running near 100% of operating cash flow. Crypto AI beta is the thinner version of that duration trade: TAO, RENDER, and FET can be useful networks while still repricing like levered NVDA calls when financing spreads move. The dot-com lesson for DeFi is brutal and familiar: rails can survive while the token claims get nuked.

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