The crypto market linked to artificial intelligence is experiencing spectacular growth. In just two years, its capitalization has jumped from $ 4.5 to 20 billion. What projects are doing well?
In short
- The capitalization of Crypto-IA jumped $ 4.5 billion in two years.
- The 2025 performance remains mixed with Tao (+2 %) and Elizaos (-80 %).
- Bittensor is preparing its first reduction in half, an expected key event.
- Distributed training emerges as a new technological border.
Grayscale drops his explosive predictions on crypto -a
Grayscale Research published this week a detailed analysis revealing the extent of the transformation of the Crypto-II sector. Between 2023 and today, investors attended a multiplication by five of the total value of this emerging market.
However, 2025 tells a different story. The slowdown is palpable: Tao, the Bittensor flagship token, only displayed a modest increase of 2 %. In contrast, Elizaos is going through a difficult period with a dizzying fall of 80 %, illustrating the characteristic volatility of this nascent sector.
This halftone performance does not discourage grayscale analysts, however. Rather, they see it as natural consolidation after the initial euphoria. The market now seems to favor projects with solid fundamentals rather than pure speculation.
The DTAO upgrade, launched last February, constitutes a major turning point for the Bittensor ecosystem. This technical innovation made the subnets investable for the first time, opening up new growth prospects. Concrete result: more than 7 % of TAOs in circulation are now allocated to these specialized subnets.
Promising catalysts for a new expansion phase
Beyond price performance, it is technological evolution that fascinates experts. Distributed training now represents one of the most promising innovations in the Crypto-II sector.
Prime Intellect recently demonstrated the viability of this approach by successfully resulting in models exceeding 30 billion parameters. This technical feat uses GPU distributed through the globe, proving that a decentralized infrastructure can compete with centralized technological giants.
“” On a large scale, we believe that these types of protocols could have a substantial impact on the AI landscape “, underlines Grayscale's report. The stake is considerable: to exploit the 30% unused calculation capacity in global data centers could revolutionize the AI economy.
This transformation is accompanied by concrete investment opportunities. Chantyn and us Research, who have just raised $ 50 million in series A, are among the most positioned protocols to capitalize on this trend.
The Grass network illustrates this new economy perfectly by generating tens of millions of dollars annually thanks to the sale of web data to AI laboratories.
In short, the Crypto-II ecosystem is going through a crucial maturation phase where technology takes precedence over speculation. Bittensor's next halving and the emergence of distributed training may well trigger the next wave of massive adoption.
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