AI-powered internet traffic surpasses humans for the first time! What does this shift mean for web giants?

Two linked pieces highlight shifting market dynamics: AI agents now generate more internet traffic than humans, threatening ad-driven business models of web giants and driving demand for identity/security infrastructure (Billions Network reports >9,000 developers using its libraries and services protecting 1.2M Indian Railways employees). Separately, Binance Research warns Bitcoin (BTCUSD) is experiencing weak inflows as concentrated buying in a few S&P 500 sectors diverts capital; the Cboe Dispersion Index sits at 42 (third-highest ever). Historical episodes show Bitcoin pullbacks of varying magnitudes (e.g., 20% in 2015, 68% in 2018) with median rebound time around two weeks when no crypto-specific shock exists. Market impact: concentrated equity leadership can siphon liquidity from crypto, pressuring BTCUSD near-term, while broader AI-driven changes to traffic and monetization models could reshape tech sector revenues and cross-asset flows over time.