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货币地貌
05-08

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AI is triggering a wave of layoffs at crypto companies, Coinbase says 'inaction risks the most'

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, Coinbase says 'inaction risks the most'

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However, critics point out that some companies may use the name of AI to hide the true cost of business decline and over-expansion.</p><p>According to Bloomberg, Coinbase CEO Brian Armstrong set the tone for layoffs with strong words on Tuesday,<strong>Warned that \"the biggest risk now is inaction\" and said the company is aiming to become a \"streamlined, fast, AI-native\" organization.</strong>This statement marks the fact that crypto industry executives have pushed the AI restructuring discourse to new heights in public.</p><p>The direct impact of this round of layoffs on the market is that the employment logic of crypto and financial technology companies is being reconstructed,<strong>Technical and operational positions are facing continuous compression, while the trend of flattening the management hierarchy is also accelerating.</strong>Investors need to judge whether this is a precursor to the industry efficiency jump or a cyclical contraction packaged with AI.</p><p><h2>Block takes the lead, industry follows</h2>According to Bloomberg, the momentum of this wave of layoffs 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 an integral part of a broader restructuring plan. Since then, many peer companies have successively adopted similar expressions, characterizing layoffs as active preparations for the AI-driven future.</p><p>Coinbase has been particularly aggressive in this process. In addition to cutting staff, the company is also shrinking management levels, requiring managers to operate on a \"player-coach\" model, balancing executive and managerial functions. 0G Labs, a blockchain infrastructure company, said that it has reduced its employee size by 25% after its internal AI tools significantly improved productivity.</p><p><h2>Doubts about \"AI whitewashing\" arise</h2>Critics are not entirely convinced by the above narrative. At the same time, many companies are facing more direct business pressure: 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 pressure of slowing growth and intensifying competition.</p><p><strong>Some enterprises also have their own internal dilemmas. Block expanded aggressively during the pandemic boom, accumulating a lot of redundancy; PayPal is still in the midst of a comprehensive transformation led by new management. These backgrounds have given rise to allegations of \"AI whitewashing\"-that is, companies use artificial intelligence as a more decent rhetoric to mask layoffs caused by weak demand or overhiring.</strong></p><p>John Todaro, an analyst at Needham & Company, 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 in companies with hot markets?\" He added: \"I'm not sure I believe the AI narrative.\"</p><p><h2>Two kinds of logic coexist, and proportion is controversial</h2>Some observers also believe that both explanations can be held at the same time. Raman Shalupau, founder of crypto recruitment platform CryptoJobsList, estimates that the current layoffs are \"about 80/20 in the whole industry-the real AI efficiency improvement accounts for 80%, and the reduction of the last bull market redundancy accounts for 20%\".</p><p>This judgment means that the substantial reshaping of job structure by AI is indeed happening, but its scale and speed vary from company to company. Even in enterprises without mass layoffs, job functions are being restructured at an accelerated rate around automated tools, and some repetitive work is being replaced by systems rather than 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, Coinbase says 'inaction risks the most'</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, Coinbase says 'inaction risks the most'\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 central narrative of a new wave of layoffs in the crypto and fintech industry.<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Gemini, Gemini and Crypto.com are cutting jobs, citing automation and efficiency gains as the main drivers. However, critics point out that some companies may use the name of AI to hide the true cost of business decline and over-expansion.</p><p>According to Bloomberg, Coinbase CEO Brian Armstrong set the tone for layoffs with strong words on Tuesday,<strong>Warned that \"the biggest risk now is inaction\" and said the company is aiming to become a \"streamlined, fast, AI-native\" organization.</strong>This statement marks the fact that crypto industry executives have pushed the AI restructuring discourse to new heights in public.</p><p>The direct impact of this round of layoffs on the market is that the employment logic of crypto and financial technology companies is being reconstructed,<strong>Technical and operational positions are facing continuous compression, while the trend of flattening the management hierarchy is also accelerating.</strong>Investors need to judge whether this is a precursor to the industry efficiency jump or a cyclical contraction packaged with AI.</p><p><h2>Block takes the lead, industry follows</h2>According to Bloomberg, the momentum of this wave of layoffs 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 an integral part of a broader restructuring plan. Since then, many peer companies have successively adopted similar expressions, characterizing layoffs as active preparations for the AI-driven future.</p><p>Coinbase has been particularly aggressive in this process. In addition to cutting staff, the company is also shrinking management levels, requiring managers to operate on a \"player-coach\" model, balancing executive and managerial functions. 0G Labs, a blockchain infrastructure company, said that it has reduced its employee size by 25% after its internal AI tools significantly improved productivity.</p><p><h2>Doubts about \"AI whitewashing\" arise</h2>Critics are not entirely convinced by the above narrative. At the same time, many companies are facing more direct business pressure: 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 pressure of slowing growth and intensifying competition.</p><p><strong>Some enterprises also have their own internal dilemmas. Block expanded aggressively during the pandemic boom, accumulating a lot of redundancy; PayPal is still in the midst of a comprehensive transformation led by new management. These backgrounds have given rise to allegations of \"AI whitewashing\"-that is, companies use artificial intelligence as a more decent rhetoric to mask layoffs caused by weak demand or overhiring.</strong></p><p>John Todaro, an analyst at Needham & Company, 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 in companies with hot markets?\" He added: \"I'm not sure I believe the AI narrative.\"</p><p><h2>Two kinds of logic coexist, and proportion is controversial</h2>Some observers also believe that both explanations can be held at the same time. Raman Shalupau, founder of crypto recruitment platform CryptoJobsList, estimates that the current layoffs are \"about 80/20 in the whole industry-the real AI efficiency improvement accounts for 80%, and the reduction of the last bull market redundancy accounts for 20%\".</p><p>This judgment means that the substantial reshaping of job structure by AI is indeed happening, but its scale and speed vary from company to company. Even in enterprises without mass layoffs, job functions are being restructured at an accelerated rate around automated tools, and some repetitive work is being replaced by systems rather than 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":{"BK4539":"次新股","BK4554":"元宇宙及AR概念","FIAT":"做空COIN期权收益策略ETF-YieldMax","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861217088.USD":"贝莱德金融科技A2","BK4585":"ETF&股票定投概念","COYY":"GRANITESHARES YIELDBOOST COIN ETF","CONI":"2倍做空COIN ETF-GraniteShares","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","CONL":"2倍做多COIN ETF-GraniteShares","COIN":"Coinbase Global, Inc.","COIA":"ProShares Ultra Coin ETF","CONX":"Direxion Daily COIN Bull 2X ETF","BK4516":"特朗普概念","BK4535":"淡马锡持仓","COIG":"2倍做多COIN ETF- Leverage Shares","CONY":"COIN期权收益策略ETF-YieldMax","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4596":"哈里斯概念","COIW":"COIN周配息ETF-Roundhill","BK4588":"碎股","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","BK4600":"加密货币概念","BK4112":"金融交易所和数据","ICOI":"Bitwise COIN Option Income Strategy ETF","COII":"REX COIN Growth& Income ETF","BK4595":"比特币概念","COIO":"2倍上限加速COIN ETF-Leverage Shares","BK4551":"寇图资本持仓"},"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":{"COIO":0.6,"ICOI":0.6,"FIAT":0.6,"CONI":0.6,"COIN":1.94,"COII":0.6,"CONX":0.6,"COIG":0.6,"CONL":0.6,"CONY":0.6,"COIA":0.6,"COYY":0.6,"COIW":0.6}},"isVote":1,"tweetType":1,"viewCount":60,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}