Solana, Ethereum L2s (and XRP?) Just Got a Huge Buy Signal From Citrini Research

Solana, Ethereum L2s (and XRP?) Just Got a Huge Buy Signa... Everyone is talking about the Citrini Research report that sent the market into a tailspin yesterday. Buried in its 7,000 words of wisdom is a huge buy signal for Solana and Ethereum Layer 2s.The report, entitled The 2028 Global Intelligence Crisis, is a work of fiction that explores a future scenar... Everyone is talking about the Citrini Research report that sent the market into a tailspin yesterday. Buried in its 7,000 words of wisdom is a huge buy signal for Solana and Ethereum Layer 2s.The report, entitled The 2028 Global Intelligence Crisis, is a work of fiction that explores a future scenario in which AI disruption leads to what it describes as a âEUR?"negative feedback loop with no natural brakeâEUR. JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didnâEUR(TM)t disappoint. It exceeded every expectation.What happened?âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹âEUR‹https://t.co/JzzwCrbJgS- Citrini (@Citrini7) February 22, 2026 In short, AI is going to displace white collar workers at an unprecedented rate. It should have been obvious, but we waited until 2028 for the penny to dropâEUR¦ âEUR?"It should have been clear all along that a single GPU cluster in North Dakota generating the output previously attributed to 10,000 white-collar workers in midtown Manhattan is more economic pandemic than economic panacea. The velocity of money flatlined. The human-centric consumer economy, 70% of GDP at the time, withered. We probably could have figured this out sooner if we just asked how much money machines spend on discretionary goods. (Hint: itâEUR(TM)s zero.) âEUR?"AI capabilities improved, companies needed fewer workers, white collar layoffs increased, displaced workers spent less, margin pressure pushed firms to invest more in AI, AI capabilities improvedâEUR¦âEUR HereâEUR(TM)s what that looks like schematically:Entering an age of abundant intelligenceThere is no self-correction as we would expect to see in a typical cyclical recession. It goes something like this: construction (or other economic activity) slows, rates adjust downwards, allowing businesses to return to expanding output, until overproduction kicks in again, and so on. In the AI doom loop, AI improves, fewer workers are needed, fewer workers mean less spending, the economy weakens, companies invest in more AI to protect margins, AI gets even better, and the cycle repeats âEUR" there is no natural break.We thought it was a sectoral story. IâEUR(TM)m not in Software-as-a-Service (SaaS), so thereâEUR(TM)s no need to worry. But it is more than software. Much more. It was a comforting notion that AI would usher in an era of creative destruction, as seen in past technological assaults on the old ways of doing things. Yes, AI will destroy jobs, but, as in the past, new jobs and hitherto unimagined industries would emerge to replace them.Trouble is, according to CitriniâEUR(TM)s scenario, AI is a story of human intelligence displacement. The entire white collar workforce is imperilled. It is the consequence of abundant intelligence. The authors of the Cetrini report remind us that advanced economies like the US are service-based. The report breaks that down so everyone can understand: âEUR?"The US economy is a white-collar services economy. White-collar workers represented 50% of employment and drove roughly 75% of discretionary consumer spending. The businesses and jobs that AI was chewing up were not tangential to the US economy, they were the US economy.âEUR Unfortunately for all of us âEUR" white collar, blue collar, whatever âEUR" machines donâEUR(TM)t buy stuff.AI agents destroy intermediation âEUR" bye bye credit cards, hello stablecoinsThe report makes a robust case for how consumer agents will end the age of intermediation. AI agents operate autonomously on behalf of their human owners, which means they can find the best flight or hotel on the market with ease because they never get tired, don't find anything monotonous or dull, and never sleep. BIG WARNING: AI COULD PUSH GLOBAL ECONOMY INTO A RECESSION THIS DECADE.And this will not happen by AI bubble burst, but rather by AI becoming bigger and better.This is a scenario laid out by Citrini in their report, and here's why you should pay attention:Right now, AI isâEUR¦ pic.twitter.com/FIu9PsZA2X- Crypto Rover (@cryptorover) February 23, 2026 The days of companies relying on our laziness or inertia are numbered. Add âEUR˜vibe codingâEUR(TM) to the mix, and a new wave...