OpenAI mirrors Bitcoin and Anthropic mirrors Ethereum as AI labs follow the altcoin playbook, raising billions on research narratives and future potential

$500B Stargate, OpenAI's $11.9B CoreWeave contract, and Anthropic's AWS/Trainium tie-up put a hard capex floor under the AI-L1 meme. Unlike crypto L1s, these networks can't bootstrap security with inflation; they rent it from Nvidia, CoreWeave, AWS, and power markets. If the 2017 ICO lesson applies, the whitepaper premium lasts until throughput, margins, and ecosystem lock-in get marked against actual usage.

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