Market Analysis: Why AI Doesn't Replace Crypto Infrastructure, But Requires It

The crypto market lost approximately one trillion US dollars in market capitalization between January 29 and February 5 – a decline of over 30 percent ^[1]. Analysts identify a possible cause as market rotation within the tech sector: while software stocks dropped by about 20 percent, semiconductor stocks traded sideways to positive.

According to a current analysis, the prevailing narrative "AI makes software obsolete" may have also affected crypto assets – albeit unjustifiably ^[1]. The thesis: autonomous AI agents require precisely the open, programmable standards for economic interactions that traditional banking infrastructure cannot provide.

Stablecoins and tokenization could become central enablers in this context, as they enable settlement with high speed and programmability ^[1]. Additionally, AI agents would require verifiable identity systems and reputation scores – functions for which blockchains are suitable as neutral proof networks.

The core thesis: crypto does not compete with AI, but rather provides the neutral infrastructure through which autonomous systems can operate globally ^[1]. The market is currently treating crypto as "collateral damage" of the AI narrative – a possible categorical error that could open up asymmetric opportunities.