AI Market Booms, But Crypto Tokens Left Behind

The AI market is booming, but AI-related cryptocurrencies are lagging behind. In May, Anthropic raised $65 billion at a $965 billion valuation, while the entire AI-coin sector is worth around $25 billion. This disconnect is striking: capital is pouring into AI, yet most major AI-related cryptocurrencies remain 70%-90% below their 2024-2025 highs.

The reason may be where investors see the value. Venture capital is increasingly targeting AI infrastructure, compute, agents and other businesses with measurable revenue, rather than simply buying the tokens attached to the AI narrative. The AI boom is real, but AI crypto tokens are missing the rally.