Speculative capital is leaving the cryptocurrency market, and AI and robotics are emerging as new investment destinations, Cointelegraph reported on Jan. 28.
Last year’s weak altcoin market shows cryptocurrencies are no longer where high-risk investment capital is concentrating, Cointelegraph reported.
Market data also support this. Bitcoin has fallen about 12 percent over the past year, but the Global X Robotics & AI ETF rose 13 percent over the same period.
Monetary policy uncertainty and regulatory issues are cited as reasons for the cryptocurrency market’s weakness. Aurelie Barthere (오렐리 바르테르), a principal research analyst, analysed that "the Fed’s repricing of rate cuts and political gridlock worsened investor sentiment".
Investment in AI and robotics startups is surging. In 2025, $13.8 billion flowed in, beating the 2021 record. In contrast, Cointelegraph reported that investor sentiment in the cryptocurrency market has weakened after a $19.0 billion market collapse in early October following U.S. President Donald Trump’s comments about strengthening broad tariffs.
Chi-gyu Hwang
delight@d-today.co.kr