Hyperliquid News Today: Goldman: AI's $19 Trillion Buzz Surpasses Actual Progress, Bubble Concerns Rise

Bitget App

Trade smarter

Bitget

News

Markets

Hyperliquid News Today: Goldman: AI's $19 Trillion Buzz Surpasses Actual Progress, Bubble Concerns Rise

Bitget-RWA2025/11/17 21:22

By:Bitget-RWA

- Goldman Sachs warns U.S. stock markets have overvalued AI's economic potential, pricing $19T gains ahead of actual productivity impacts. - The bank identifies "aggregation" and "extrapolation" fallacies as key risks, mirroring historical tech bubbles from 1920s/1990s over-optimism. - AI expansion extends beyond tech sectors, with blockchain compliance tools and energy management markets projected to grow via AI integration. - Regulatory challenges persist as DeFi collapses expose gaps in AI token definit

According to Goldman Sachs, the U.S. stock market has already factored in nearly all the anticipated economic advantages of artificial intelligence, with $19 trillion in market capitalization growth outpacing the actual macroeconomic effects of AI. The investment bank’s findings, released in a report from November 2025,

cautions that although AI-related stock valuations are still elevated

, they are now nearing the upper threshold of what is economically reasonable, sparking worries about potential overvaluation.

The report projects that the net present value of AI-driven capital income for the U.S. could fall between $5 trillion and $19 trillion, with a central estimate of $8 trillion. Yet, since ChatGPT’s debut in 2022, companies tied to AI have seen their market worth soar by more than $19 trillion, a surge that includes semiconductor manufacturers, major cloud providers, and private AI developers.

Goldman’s Dominic Wilson and Vickie Chang point out

that this indicates the market is valuing AI’s promise far ahead of its actual impact on productivity, a phenomenon they describe as “a feature, not a bug,” but warn it could result in future market corrections.

The bank identifies two main risks: the “fallacy of aggregation,” where investors may wrongly assume that individual company successes can be scaled across the entire sector, and the “fallacy of extrapolation,” where short-term gains are mistakenly expected to last indefinitely.

These concerns mirror trends seen

in previous waves of innovation, such as those in the 1920s and 1990s, when markets overpaid for anticipated profits despite genuine technological progress.

Hyperliquid News Today: Goldman: AI's $19 Trillion Buzz Surpasses Actual Progress, Bubble Concerns Rise image 0

At the same time, AI is being adopted beyond the traditional technology industry. In November 2025, Hong Kong’s Solowin joined forces with AI company 4Paradigm to create blockchain compliance solutions, utilizing machine learning for instant risk monitoring and adaptive profiling. This partnership seeks to tackle compliance issues in the cryptocurrency sector,

where regulatory demands are increasing

as companies strive to balance innovation with legal requirements.

Regulatory barriers continue to pose significant obstacles. The 2025 collapse of the COAI token revealed weaknesses in decentralized finance, especially in developing markets with inconsistent oversight. This event highlighted the urgent need for clearer definitions of AI tokens and stablecoins under U.S. regulations,

since the vague wording of the CLARITY Act

and overlapping responsibilities between the SEC and CFTC have left the market in uncertainty.

Goldman’s research also corresponds with larger industry changes. For example, the worldwide energy management systems sector is expected to reach $219.3 billion by 2034, propelled by AI-powered efficiency tools and smart grid technologies.

This growth signals a wider movement

of AI being integrated into infrastructure, where predictive analytics and automation are transforming how energy is used.

For those investing, the report highlights a delicate equilibrium. While AI could increase U.S. productivity by 15% over the next ten years, the disconnect between market enthusiasm and real economic results may grow.

Goldman recommends prudence

, emphasizing that aside from hardware, current AI earnings are modest and rely on swift fulfillment of expectations. As the market continues to surge, it remains to be seen if the underlying fundamentals will catch up.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

PoolX: Earn new token airdrops

Lock your assets and earn 10%+ APR

Lock now!

- Trump promotes affordability agenda via McDonald's $5 meals, claiming inflation control success despite 3% CPI rise. - Critics argue tariffs on Brazil/Argentina beef and 200+ food imports worsen supply chains and price surges. - Political tensions escalate as New York mayor-elect condemns Trump's policies, threatening federal funding cuts. - Administration balances tariff protectionism with affordability goals amid 75-year low cattle herds and droughts.

Bitget-RWA•2025/11/18 16:32

Trump Highlights Falling Prices, Opponents Argue Tariffs Are Raising Expenses

Google Integrates Gemini 3 Into Search, Aims for AI Leadership Over OpenAI

- Google launched Gemini 3, its most advanced AI model, directly integrated into Search to strengthen AI competitiveness. - The model emphasizes coding efficiency, multimedia generation, and nuanced responses, with $40B+ invested in global data centers for infrastructure support. - Mobile testing reveals superior performance compared to web versions, showcasing real-world iteration strategies and "vibe coding" capabilities for developers. - Facing OpenAI's GPT-5 challenges, Gemini 3 targets enterprise appl

Bitget-RWA•2025/11/18 16:32

Google Integrates Gemini 3 Into Search, Aims for AI Leadership Over OpenAI

Solana News Update: Crypto Authorities Pursue Shadows While Libra Channels $4M to Solana

- Argentina and U.S. regulators investigate Libra meme token's $4M liquidity siphoned to Solana amid fraud probes. - Token collapsed hours after Milei's endorsement, wiping $250M from 40,000 investors as prosecutors froze $100-120M in assets. - On-chain data reveals Libra-linked wallets converting $3.94M to SOL during price dips, raising transparency concerns. - Political tensions escalate as Milei's administration faces "Cryptogate" allegations despite anti-corruption clearance. - Cross-jurisdictional leg

Bitget-RWA•2025/11/18 16:32

Solana News Update: Crypto Authorities Pursue Shadows While Libra Channels $4M to Solana

Revolut Transforms Blockchain Transactions, Leading Effortless International Money Transfers

- Revolut partners with Polygon to enable instant stablecoin remittances via USDC , USDT, and POL for UK and non-EU EEA users. - This expansion, following $690M in 2024 transactions, aims to streamline cross-border payments using Layer 2 solutions. - Polygon’s collaboration with Revolut highlights blockchain’s integration into traditional finance, supported by scalable infrastructure and regulatory alignment. - Mastercard’s Crypto Credential program on Polygon further enhances trust in digital transactions

Bitget-RWA•2025/11/18 16:32