The Modern Market Show(@modernmarket_):Worldcoin might be the cleanest short in crypto right now. @BCheque1 explains his thesis: "There's huge anti-AI sentiment at the moment also from enterprises because there is a feeling that companies like Anthropic or OpenAI are leveraging partner and enterprise data to basically destroy their businesses. This means less trust in these companies in the short term until that trust is resolved. You've seen examples of this where Claude has launched Claude Design, basically rugging Figma. You look at the Figma stock price as a consequence of everything that's been going on in AI. Figma is in the gutter as a consequence of this stuff."

2026.07.07 19:10

Worldcoin might be the cleanest short in crypto right now. @BCheque1 explains his thesis: "There's huge anti-AI sentiment at the moment also from enterprises because there is a feeling that companies like Anthropic or OpenAI are leveraging partner and enterprise data to basically destroy their businesses. This means less trust in these companies in the short term until that trust is resolved. You've seen examples of this where Claude has launched Claude Design, basically rugging Figma. You look at the Figma stock price as a consequence of everything that's been going on in AI. Figma is in the gutter as a consequence of this stuff."