AI boom leaves AI crypto tokens behind
- —AI-coin sector market cap is about $25 billion versus $2.86 trillion for the whole crypto market
- —NEAR is 77% below its peak, TAO 60% and ICP 99%
- —40% of crypto VC funding now goes to AI infrastructure, up from 18% a year earlier
- —Bittensor earned $43 million in Q1 2026 revenue; Nvidia invested about $420 million in TAO
Why it matters: Investors are favoring revenue-backed AI infrastructure over speculative tokens, keeping pressure on AI-coin prices.
Source: FXStreet Crypto