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货币地貌

驱动认知的。永远是现实与预期之间的差值。专注寻找并解释这种落差力量

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- 货币地貌货币地貌
  ·09-14
  $恒生中国企业(02828)$ 1
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- 货币地貌货币地貌
  ·05-08
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  AI is triggering a wave of layoffs at crypto companies, with Coinbase stating that "inaction carries the greatest risk."
  AI浪潮席卷加密与金融科技业，Coinbase、PayPal、Block等巨头相继裁员，纷纷以“AI重组”为旗帜。但当交易量降温、估值承压之际，这究竟是效率革命的前兆，还是一场以人工智能为包装的周期性收缩？
  AI is triggering a wave of layoffs at crypto companies, with Coinbase stating that "inaction carries the greatest risk."
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However, critics point out that some companies may use the name of AI to cover up the true costs of business decline and overexpansion.</p><p>According to Bloomberg, Coinbase CEO Brian Armstrong set the tone for layoffs in strong terms on Tuesday.<strong>The warning stated that \"the biggest risk now is inaction,\" and that the company is committed to becoming a \"lean, fast, AI-native\" organization.</strong>This statement marks a significant step forward for crypto industry executives in publicly elevating the discourse on AI restructuring to a new level.</p><p>The direct impact of this wave of layoffs on the market is that the hiring logic of crypto and fintech companies is being restructured.<strong>Technology and operations positions are facing continued reductions, while the trend of flattening management levels is also accelerating.</strong>Investors need to determine whether this is a harbinger of a leap in industry efficiency or a cyclical contraction disguised as AI.</p><p><h2>Block takes the lead, and the industry follows suit.</h2>According to Bloomberg, the momentum of this wave of layoffs has accelerated significantly after Block announced massive job cuts. Block is<a href=\"https://laohu8.com/S/XYZ\">Square</a>And the parent company of Cash App, which announced major layoffs earlier this year and included AI as part of a broader restructuring plan. Subsequently, several peer companies adopted similar statements, characterizing the layoffs as proactive preparations for an AI-driven future.</p><p>Coinbase has been particularly proactive in this process. In addition to cutting staff, the company is also streamlining management hierarchies, requiring managers to operate in a \"player-coach\" model, balancing executive and management functions. Blockchain infrastructure company 0G Labs said it has reduced its workforce by 25% after its internal AI tools significantly improved productivity.</p><p><h2>Concerns about \"AI whitewashing\" have emerged.</h2>Critics are not entirely convinced by the above narrative. Many companies are also facing more direct business pressures: crypto asset trading activity has cooled significantly, digital asset prices are still below recent highs, and payment companies are struggling to move forward under the dual pressures of slowing growth and intensifying competition.</p><p><strong>Some companies also have their own internal difficulties. Block expanded aggressively during the pandemic boom, accumulating a large amount of redundancy; PayPal is still undergoing a comprehensive transformation led by new management. These backgrounds have given rise to accusations of \"AI whitewashing\"—that is, companies use artificial intelligence as a more respectable excuse to cover up layoffs caused by weak demand or overhiring.</strong></p><p>Needham & Company analyst John Todaro bluntly questioned this: \"Whenever I see these layoffs and AI is listed as one of the reasons, I take a step back and ask: Have we seen this happen with companies that are booming in the market?\" He added, \"I'm not sure I believe the AI claim.\"</p><p><h2>Two logics coexist, and the proportions are controversial.</h2>Some observers also believe that both explanations can be valid simultaneously. Raman Shalupau, founder of the crypto recruitment platform CryptoJobsList, estimates that the current layoffs across the industry are \"roughly 80/20 – real AI efficiency improvements account for 80%, and reducing redundancy from the previous bull market accounts for 20%.\"</p><p>This judgment means that AI is indeed substantially reshaping job structures, but its scale and speed vary from company to company. Even in companies that have not experienced large-scale layoffs, job functions are being restructured at an accelerated pace around automation tools, with some repetitive tasks being replaced by systems rather than taken on by new employees.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI is triggering a wave of layoffs at crypto companies, with Coinbase stating that \"inaction carries the greatest risk.\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI is triggering a wave of layoffs at crypto companies, with Coinbase stating that \"inaction carries the greatest risk.\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-08 15:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Artificial intelligence is becoming the core narrative of a new wave of layoffs in the crypto and fintech industries.<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Gemini and Crypto.com have successively cut jobs, citing automation and efficiency improvements as key drivers. However, critics point out that some companies may use the name of AI to cover up the true costs of business decline and overexpansion.</p><p>According to Bloomberg, Coinbase CEO Brian Armstrong set the tone for layoffs in strong terms on Tuesday.<strong>The warning stated that \"the biggest risk now is inaction,\" and that the company is committed to becoming a \"lean, fast, AI-native\" organization.</strong>This statement marks a significant step forward for crypto industry executives in publicly elevating the discourse on AI restructuring to a new level.</p><p>The direct impact of this wave of layoffs on the market is that the hiring logic of crypto and fintech companies is being restructured.<strong>Technology and operations positions are facing continued reductions, while the trend of flattening management levels is also accelerating.</strong>Investors need to determine whether this is a harbinger of a leap in industry efficiency or a cyclical contraction disguised as AI.</p><p><h2>Block takes the lead, and the industry follows suit.</h2>According to Bloomberg, the momentum of this wave of layoffs has accelerated significantly after Block announced massive job cuts. Block is<a href=\"https://laohu8.com/S/XYZ\">Square</a>And the parent company of Cash App, which announced major layoffs earlier this year and included AI as part of a broader restructuring plan. Subsequently, several peer companies adopted similar statements, characterizing the layoffs as proactive preparations for an AI-driven future.</p><p>Coinbase has been particularly proactive in this process. In addition to cutting staff, the company is also streamlining management hierarchies, requiring managers to operate in a \"player-coach\" model, balancing executive and management functions. Blockchain infrastructure company 0G Labs said it has reduced its workforce by 25% after its internal AI tools significantly improved productivity.</p><p><h2>Concerns about \"AI whitewashing\" have emerged.</h2>Critics are not entirely convinced by the above narrative. Many companies are also facing more direct business pressures: crypto asset trading activity has cooled significantly, digital asset prices are still below recent highs, and payment companies are struggling to move forward under the dual pressures of slowing growth and intensifying competition.</p><p><strong>Some companies also have their own internal difficulties. Block expanded aggressively during the pandemic boom, accumulating a large amount of redundancy; PayPal is still undergoing a comprehensive transformation led by new management. These backgrounds have given rise to accusations of \"AI whitewashing\"—that is, companies use artificial intelligence as a more respectable excuse to cover up layoffs caused by weak demand or overhiring.</strong></p><p>Needham & Company analyst John Todaro bluntly questioned this: \"Whenever I see these layoffs and AI is listed as one of the reasons, I take a step back and ask: Have we seen this happen with companies that are booming in the market?\" He added, \"I'm not sure I believe the AI claim.\"</p><p><h2>Two logics coexist, and the proportions are controversial.</h2>Some observers also believe that both explanations can be valid simultaneously. Raman Shalupau, founder of the crypto recruitment platform CryptoJobsList, estimates that the current layoffs across the industry are \"roughly 80/20 – real AI efficiency improvements account for 80%, and reducing redundancy from the previous bull market accounts for 20%.\"</p><p>This judgment means that AI is indeed substantially reshaping job structures, but its scale and speed vary from company to company. Even in companies that have not experienced large-scale layoffs, job functions are being restructured at an accelerated pace around automation tools, with some repetitive tasks being replaced by systems rather than taken on by new employees.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/046f094f74db0c19fa8736257a800fcf","relate_stocks":{"COIO":"2倍上限加速COIN ETF-Leverage Shares","FIAT":"做空COIN期权收益策略ETF-YieldMax","BK4516":"特朗普概念","CONI":"2倍做空COIN ETF-GraniteShares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","COYY":"GRANITESHARES YIELDBOOST COIN ETF","BK4535":"淡马锡持仓","CONL":"2倍做多COIN ETF-GraniteShares","BK4596":"哈里斯概念","LU1861217088.USD":"贝莱德金融科技A2","COIA":"ProShares Ultra Coin ETF","CONX":"Direxion Daily COIN Bull 2X ETF","COIN":"Coinbase Global, Inc.","BK4588":"碎股","BK4600":"加密货币概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4112":"金融交易所和数据","COIG":"2倍做多COIN ETF- Leverage Shares","CONY":"COIN期权收益策略ETF-YieldMax","COIW":"COIN周配息ETF-Roundhill","BK4595":"比特币概念","BK4551":"寇图资本持仓","BK4539":"次新股","ICOI":"Bitwise COIN Option Income Strategy ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4554":"元宇宙及AR概念","BK4585":"ETF&股票定投概念","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","COII":"REX COIN Growth& Income ETF"},"source_url":"https://wallstreetcn.com/articles/3771831","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633487642","content_text":"人工智能正在成为加密与金融科技行业新一轮裁员潮的核心叙事。Coinbase、PayPal、Gemini和Crypto.com相继削减岗位，并将自动化与效率提升列为主要驱动力。然而，批评者指出，部分企业可能借AI之名，掩盖业务下滑与过度扩张的真实代价。\n据彭博报道，Coinbase首席执行官Brian Armstrong本周二以强硬措辞为裁员定调，警告称\"现在最大的风险是不采取行动\"，并表示公司正致力于成为\"精简、快速、AI原生\"的组织。这一表态标志着加密行业高管在公开场合将AI重组话语推向新高度。\n此轮裁员潮对市场的直接影响在于：加密与金融科技公司的用人逻辑正在重构，技术与运营岗位面临持续压缩，而管理层级的扁平化趋势也在加速。投资者需要判断，这究竟是行业效率跃升的前兆，还是一场以AI为包装的周期性收缩。\nBlock率先行动，行业跟进\n据彭博报道，此轮裁员浪潮的势头在Block公司宣布大规模削减岗位后明显加速。Block是Square和Cash App的母公司，该公司在今年早些时候宣布重大裁员，并将AI列为更广泛重组计划的组成部分。此后，多家同业公司相继采用类似表述，将裁员定性为迎接AI驱动未来的主动准备。\nCoinbase在此过程中动作尤为积极。除削减人员外，该公司还在压缩管理层级，要求管理者以\"球员兼教练\"的模式运作，兼顾执行与管理职能。区块链基础设施公司0G Labs则表示，在内部AI工具显著提升生产效率后，已将员工规模压缩25%。\n“AI洗白”质疑声起\n批评者对上述叙事并不完全信服。多家公司同时面临更为直接的业务压力：加密资产交易活跃度已明显降温，数字资产价格仍低于近期高点，支付类公司则在增长放缓与竞争加剧的双重压力下艰难前行。\n部分企业还有各自的内部困境。Block在疫情繁荣期大举扩张，积累了大量冗余；PayPal则仍处于新管理层主导的全面转型过程中。这些背景催生了外界对\"AI洗白\"的指控——即企业以人工智能作为更体面的说辞，掩盖需求疲软或过度招聘所导致的裁员。\nNeedham & Company分析师John Todaro对此直言质疑：\"每当我看到这些裁员，而AI被列为原因之一，我都会退一步问：我们在市场火热的公司身上看到过这种情况吗？\"他补充道：\"我不确定我是否相信AI这个说法。\"\n两种逻辑并存，比例存争议\n也有观察人士认为，两种解释可以同时成立。加密招聘平台CryptoJobsList创始人Raman Shalupau估计，当前裁员在整个行业中\"大约呈80/20的比例分布——真实的AI效率提升占八成，缩减上轮牛市冗余占两成\"。\n这一判断意味着，AI对岗位结构的实质性重塑确实正在发生，但其规模与速度因公司而异。即便在未大规模裁员的企业中，岗位职能也在围绕自动化工具加速重组，部分重复性工作正在被系统替代，而非由新员工承接。","news_type":1,"symbols_score_info":{"COIA":0.6,"CONX":0.6,"COIW":0.6,"CONY":0.6,"COIG":0.6,"COII":0.6,"COIN":1.94,"COIO":0.6,"ICOI":0.6,"COYY":0.6,"FIAT":0.6,"CONI":0.6,"CONL":0.6}},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}