2025-12-16 02:40:23

CoreWeave, once positioned as the leading infrastructure play in the AI computing wave, has seen its valuation crater by roughly $33 billion in just six weeks. The dramatic markdown reflects growing skepticism around AI infrastructure startup valuations and the broader challenges these companies face in sustaining hypergrowth economics. For those tracking the AI narrative's evolution in crypto and Web3 circles, CoreWeave's stumble offers a cautionary reminder that even hot-sector darlings can face brutal reversals when market sentiment shifts.

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DaoDeveloper

· 2025-12-18 12:05

ngl the $33B crater feels like a textbook case of what happens when you ignore tokenomics fundamentals... CoreWeave built hype but where's the actual game-theoretic incentive structure? 这kind of valuation collapse usually signals protocol designers weren't thinking about composability with actual yield mechanisms。看起来纯粹是infrastructure theater，没有sustainable economic primitives支撑。

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retroactive_airdrop

· 2025-12-17 19:30

Hey, 33.3 billion evaporated... Looks like infrastructure isn't that sexy after all.

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MetaverseVagabond

· 2025-12-17 08:36

33 billion evaporated, this is the truth of Web3, brothers.

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AirdropworkerZhang

· 2025-12-16 03:10

Haha, 3.3 billion evaporated... This is the true portrayal of Web3.

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EternalMiner

· 2025-12-16 03:09

Hey, this is awkward. The valuation evaporated by $33 billion in just over a month. Is the AI infrastructure wave about to cool off?

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FlippedSignal

· 2025-12-16 02:59

Another major collapse, 3.3 billion just disappeared like that. Why is this wave of AI infrastructure so fragile?

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SerumSurfer

· 2025-12-16 02:58

Whoa, 3.3 billion USD just evaporated? The AI infrastructure narrative is starting to fall apart too.

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BlockchainDecoder

· 2025-12-16 02:47

According to research, the phenomenon of valuation plunges has actually shown early signs—projects with fundamentals detached from reality will eventually need to catch up. CoreWeave's $33B plunge, from a technical perspective, exposes the fatal flaw of projects like AI infrastructure: the lack of a true moat. It is worth noting that this is not an isolated case but a systemic risk release across the entire sector.

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