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IBM Loses $40 Billion, Block Lays Off Half Its Workforce Yet Stock Rises: In the AI Era, What Assets Are Worth Tokenizing?

On February 23, 2026, IBM’s stock plummeted 13.2%, erasing $40 billion in market value, after AI startup Anthropic announced its Claude Code tool could modernize IBM’s legacy COBOL systems—a core profit driver for IBM. In contrast, Block’s stock surged 24% three days later despite announcing a 50% workforce reduction, citing AI-driven efficiency gains. These divergent reactions highlight how AI is redefining asset value. The article argues AI acts as a "repricer" of assets, favoring those with "AI immunity." Key traits include non-codability (e.g., IBM’s hardware-software integration, which AI can’t fully replicate), data moats (exclusive, high-quality data), and AI-augmentability (assets enhanced, not replaced, by AI). Assets vulnerable to AI are those reliant on human intermediation or standardized processes. The framework extends to real-world asset (RWA) tokenization. Assets worth tokenizing are those resilient to AI-driven devaluation, such as energy infrastructure, GPU computing power, exclusive data assets, and hybrid physical-digital assets. The piece cautions against tokenizing assets dependent on human intermediaries or lacking data moats. The conclusion urges executives to stress-test their asset portfolios using the "AI immunity" framework, dynamically manage asset allocation, and carefully evaluate RWA strategies based on AI resilience. It emphasizes that in the AI era, sustainable assets are those that leverage human judgment and possess inherent physical or exclusive value.

marsbit03/19 01:25

IBM Loses $40 Billion, Block Lays Off Half Its Workforce Yet Stock Rises: In the AI Era, What Assets Are Worth Tokenizing?

marsbit03/19 01:25

Michael Saylor’s Bitcoin thesis: Money or commodity?

Michael Saylor, a major Bitcoin proponent and executive chairman of MicroStrategy, views Bitcoin not as money but as a hard asset, similar to crude oil. He believes his company’s role is to "refine" Bitcoin into various financial products, such as stocks and debt instruments, allowing investors to gain exposure. MicroStrategy has aggressively accumulated over 671,000 BTC using corporate finance strategies like convertible notes and perpetual preferred stock. Economist Saifedean Ammous, author of *The Bitcoin Standard*, acknowledges Saylor’s approach but maintains that Bitcoin itself is money. He argues that, despite the proliferation of financial products built on Bitcoin, the foundational asset will inevitably become the dominant monetary standard as global fiat systems continue to incentivize debt and Bitcoin-based capital formation.

cointelegraph12/19 18:37

Michael Saylor’s Bitcoin thesis: Money or commodity?

cointelegraph12/19 18:37

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