SoftBank's sharp decline is signaling something bigger—AI spending euphoria is finally meeting reality. When Japan's tech heavyweight stumbles, the ripple effect spreads fast across Asia's entire semiconductor and software sector.

The story here? Investors are repricing their expectations. Massive AI capex commitments spooked the market as companies begin questioning whether returns will actually justify those astronomical budgets. It's not just about SoftBank—the whole region's tech valuations are getting a hard reset.

For crypto players watching macro trends, this matters. Tech stock weakness often correlates with broader risk-off sentiment. When growth narratives crack in traditional markets, money tends to flow defensively, which can pressure digital assets. Keep an eye on how this sentiment shift spreads beyond Japan into the rest of Asia's trading sessions.