The US stock market has been just as miserable as crypto lately. Apple had its worst day in five years, but that’s not even the strangest part—the most absurd is Cisco.

Quarterly revenue hit $15.3 billion, up 10%, and earnings per share also beat Wall Street expectations. And the result? The stock price plummeted 12%. Maybe they shouldn’t have released this earnings report at all.
Why is this happening?
Memory is too expensive, eating into profit margins. People used to think AI was a printing press, but now it turns out to be the law of conservation of mass—one input, one output.
Once this logic breaks down, the greed index drops straight into single digits, and everyone is trembling.
Tonight’s 9:30 CPI data will be the real ultimate judge. If inflation data isn’t contained, that psychological barrier of 60,000 might face its first real shock.
But despite the market’s poor performance, the crypto community is incredibly quick to create new terms. In the English-speaking community, they’ve been feverishly discussing “Web 4.0” these days.
Web3 is about you owning assets; Web 4.0 is about AI owning assets itself and then working to sustain itself.
In the future, you’ll just lie at home and send voice messages. This AI will run nodes, complete tasks, and even gamble on Polymarket—all with one goal: to pay its own server bills. As long as it can cover the electricity costs, it can live forever.
V God just posted a long article this morning criticizing this idea. He’s worried that, to make money and pay for electricity, AI will flood the world with spam messages.
This narrative is now causing a lot of noise—whether it’s a new way to trap retail investors or a genuine trend, the hype is definitely rising.
In any case, let’s keep an eye on the CPI tonight. If we can’t get past this hurdle, the Web 3.0 era might have to be pushed back a bit.