Both token supply and price are rising, Steve Hou notes

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AI token demand curve shifts up

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Hanna Syniavska

26.05.2026

Both token supply and price are rising, Steve Hou notes — AI token demand curve shifts up

Steve Hou highlights a basic economic principle by pointing out that when both the quantity and price of AI tokens increase, it indicates a shift in the demand curve outward.

Hou notes that this scenario means there is higher demand for AI tokens at every price point.

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Hou has previously commented on company performance and market retention trends. He observed that INTC reported notable improvement in its performance ahead of earnings. In another note, Hou cited a 500 percent net dollar retention rate driven by existing customers as a concern for sustainability.

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