According to the data, investors now seem to be rethinking their priorities. The proof: crypto-assets are losing ground in the face of booming sectors like AI and robotics. Does this reveal a new balance? Decryption.
In brief
- Speculative capital is abandoning crypto in favor of AI and robotics.
- Crypto market volatility and regulatory uncertainty are holding back investors.
New emerging technologies take over crypto
For a year, the crypto market shows signs of shortness of breath. Bitcoin fell 12%. Upstream, altcoins outside the top 10 are sinking by more than 30%.
Reverse side of the situation: ETFs dedicated to AI and robotics record positive performance. That of Global X Robotics & AI, for example, shows an increase of 13% over the same period.
Delphi Digital sums up the situation well: cryptocurrencies no longer only compete with other digital assets. They now face all emerging technologies which promise quick gains.
In 2025, startups specializing in robotics will raise $13.8 billion. They thus exceeded their previous record. This figure illustrates the change in investor preferences, looking for projects with high potential and less linked to crypto regulatory volatility.
Crypto: between crash, regulation and slowdown of investments
The month of October 2025 marks a brutal shock. A massive crashtriggered by Sino-American trade tensions, causes $19 billion in liquidations on crypto exchanges. Enough to weaken investor confidence.
At the same time, the economic outlook does not help. Markets anticipate a Fed key rate at 3.8% over five years. Result: flows are tightening for assets deemed risky, including crypto-assets.
American policy also fuels uncertainty. We allude in particular to the blocking of the CLARITY bill which reinforces regulatory instability. The environment therefore remains unclear, thus encouraging investors to divert flows towards more defined sectors such as artificial intelligence and industrial automation.
One thing is therefore certain: the crypto ecosystem is suffering a loss of influence in the speculative imagination. Will he be able to restart his story? The future will tell us.
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