The most profitable layers in today’s AI economy sit around data ownership, model optimization, and distribution. These are the areas capturing real margins and repeat demand. However, most AI tokens are positioned far from those value centers. Instead of monetizing production or usage directly, many attempt to tokenize coordination, governance, or future alignment.

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‎Tokens such as $TAO are often valued on the assumption that strong network effects will emerge over time. At present, though, their economics depend more on emissions, incentives, and long-term belief than on revenue generated from measurable AI demand. This gap between narrative and cash flow creates fragile price discovery.
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‎As expectations shift, valuations tend to move quickly. STONfi does not need to resolve how AI monetization ultimately works to remain relevant. Its role is structural, processing the constant repositioning of capital as traders reassess exposure to AI narratives.
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‎AI economics are already real.
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‎AI token economics are still being tested.

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