AI infrastructure spending moved the OECD's 2026 global growth forecast from 2.8% to 2.9%, while the body says energy turmoil, bond yields, weak AI returns and extreme weather hitting together would cost 0.7 points of 2027 growth.
Reality
- Evidence44
- Adoption38
- Hype gap+30
- Incentives60
- Confidence50
The Foundation bought out the locked allocations of seed investors who had shown they would sell, released everyone else's early, and proposes routing 95% of net revenue into buybacks. That trade rests on a revenue figure the Foundation has not published.
Reality
- Evidence30
- Adoption54
- Hype gap+40
- Incentives74
- Confidence34
The memo orders agencies to clear paperwork, spectrum and airspace for more than 1,000 launches a year by 2030. It appropriates nothing, so the value flows to whoever already has capital in the ground.
Reality
- Evidence28
- Adoption24
- Hype gap+42
- Incentives55
- Confidence32
The ticker swap costs nothing and fixes nothing. Berachain holds about $32 million in TVL, took in roughly $27 of fees in a day, and BERA is down about 99% from its high.
Reality
- Evidence44
- Adoption11
- Hype gap+22
- Incentives63
- Confidence42
NEST routes half of any revenue above a $40M annual baseline into buying LDO, capped at $10M a year. DefiLlama puts Lido's annualised revenue near $38M.
Reality
- Evidence42
- Adoption28
- Hype gap+38
- Incentives68
- Confidence40