Speculative Capital Shifts from Crypto to Emerging Technologies
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: 1h ago- Capital Flow Trend: Research from Delphi Digital indicates that speculative capital is increasingly flowing out of cryptocurrency markets into emerging technologies like AI and robotics, demonstrating that crypto is no longer the 'default destination' for speculative funds.
- Market Performance Comparison: While Bitcoin has declined about 12% over the past year, the Global X Robotics and AI ETF has gained approximately 13%, suggesting a shift in investor preference towards sectors with higher risk-to-return profiles.
- Policy Uncertainty Impact: According to analysts at Nansen, uncertainty regarding monetary policy and cryptocurrency regulations is a key factor contributing to the underperformance of the crypto market, particularly against the backdrop of rising Fed rate hike expectations.
- Investment Slowdown Phenomenon: Despite robotics startups raising a record $13.8 billion in 2025, investments in the crypto sector significantly slowed at the end of the year, dropping from $3.1 billion in November to $700 million in December, reflecting a shift in market sentiment.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
