2025-12-26 05:20:13

#加密资产ETF十月关键对决 AI concept coins experienced a bleak performance in 2025—total decline of up to 75% for the year, with a market cap of $53 billion evaporating in just one year, becoming the worst-performing sector in the entire crypto market.

According to CryptoPresales data, this correction began with a retreat from the 2024 highs, and after entering 2025, the downward momentum intensified. In just December alone, the sector lost nearly $10 billion, and signs of capital outflow are now very clear.

The logic behind the crash is actually not complicated—once the narrative hype cools down, projects lacking real support will be exposed. Macroeconomic pressures, the influx of new projects diverting funds, and liquidity exhaustion—these factors combined have pushed the entire sector into a deep adjustment quagmire.

The most painful part is the performance of leading tokens. All eight core AI tokens declined by over 70% annually—Artificial Superintelligence Alliance down 84%, Render and The Graph both plummeted by 82%. Many investors who entered at high levels are now deeply trapped in a liquidity crunch.

This is not really surprising. In early 2023-2024, AI concept coins experienced a burst of explosive growth, attracting a large amount of capital chasing madly. But that growth was largely built on purely narrative-driven factors. Once market sentiment reversed, the fragility of projects lacking real application support was fully exposed. This sharp decline, to some extent, is a deep interrogation of that fragility.

FET-0,09%

RENDER1,26%

GRT0,9%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

14 Likes

Reward
14
7
Repost
Share

Comment

0/400

StakeOrRegret

· 7h ago

Sigh, it's that time of the year again for the leek harvest season. AI coins are truly beyond saving this time. $53 billion just disappeared, and you're still asking why it dropped? Pure narrative coins are doomed. Friends who bought in at high prices, my condolences. It looks like you'll be waiting a long time this time. human_perplexity I told you, without real application support, it's just a paper tiger. Eventually, the bill will come due. In December, $10 billion evaporated, and capital fleeing was incredibly fast. Everyone who could run, ran. Render and The Graph both surged by 82%. Who can withstand that? Once again, a "narrative" death. Next time, we need to be smarter.

View OriginalReply0

OnchainSniper

· 7h ago

Ha, I knew it would turn out like this. Stories alone can't last long. --- $53 billion disappeared just like that. Someone must be paying the price now. --- It's the same old story of high-level bagholders' tears and blood. When the narrative cools, the project reveals its true nature. --- Render dropped 82%. I just want to know how many people are still holding on stubbornly. --- The crazy wave in 2024 was truly outrageous. Now I understand that what’s missing can't be replaced by practical applications. --- AI concept coins have fallen 75% this year. Investors: I’m just watching in boredom. --- In December alone, 10 billion evaporated. How many people got caught in the trap? --- Basically, without real support, it collapses at the slightest breeze. --- Are there still people bottom-fishing on these AI coins? I advise you to take it easy. --- Compared to the previous crazy wave, does this outcome count as karma?

View OriginalReply0

DegenGambler

· 7h ago

Damn, it's AI coin again. Should have dumped it earlier. Can storytelling stuff really be worth money?

View OriginalReply0

0xDreamChaser

· 7h ago

Once again, those projects shouting "AI future" have now become "AI past"... The trapped army is waving, whoever takes the bait will regret it. Narrative exhaustion is a death sentence; have we finally understood this time? Render dropped 82%, this is definitely a textbook lesson in chasing highs. Pure concept coins have always been like this, just this time the cut is especially thorough. Seeing this 53 billion just disappear like that, it’s actually a bit satisfying... The winter of AI coins might have just begun, continue watching the show next year. A classic case of buy high, sell low, investor blood loss archive. But on the other hand, could this be a bottom-fishing opportunity? Or is continued decline the norm... Wait, what about these project teams? Still talking about revolutionary technology.

View OriginalReply0

FUDwatcher

· 7h ago

$53 billion just disappeared like that. AI coins are really the top storytellers. --- Brothers who bought in at high prices, how are you feeling now... a 75% drop, no one’s smiling. --- When the narrative cools down, the true nature is revealed. This is the fate of pure concept coins. --- Evaporated 10 billion in December alone? That’s the real negative news, no one’s talking about it. --- Render dropped 82%. Who was telling me back then that it could multiply tenfold? --- I just want to know how many people are still bottom-fishing these AI coins. --- At the beginning of 2024, someone still told me AI was the next big trend, but it turned out to be a trap. --- The lack of practical applications has been said for so long, and finally someone couldn’t take it anymore. --- All top tokens have been cut in half. Truly witnessing what a "change in wind direction" means. --- Wait, isn’t this the bottom? Only 10 billion evaporated in December, will it continue?

View OriginalReply0

FortuneTeller42

· 8h ago

Here we go again… I’ve been saying for a long time that hype can’t last forever, and yet some people still buy in at high prices. This time, they probably lost quite a bit. 530 billion just disappeared like that, it feels like watching magic. AI coins are done for this round, they really have no real-world application… It’s ridiculous that they’re worth so much just based on hype. Last year, I already thought these projects were completely虚 (虚 means虚假, false or虚拟, virtual), a bunch of PPT coins being pumped to sky-high prices. Now it’s time to pay off debts. 82% decline… What are those FOMO people going to do now? Are they still holding on stubbornly? When the narrative cools down, the true nature is immediately exposed—that’s the real picture of crypto. If someone bought AI coins at the peak with full position… I just want to say, take care, my friend.

View OriginalReply0

DeFiVeteran

· 8h ago

53 billion just disappeared like that, hilarious, those who should have run already ran --- The fate of narrative coins, without practical application, is just a castle in the air --- Brothers and sisters caught at high levels, are you doing well? I feel for you --- The AI concept has really shattered faith this time, it's time to reflect --- Those who FOMO'd in last year should wake up now --- Liquidity exhaustion is the real killer; once the funds withdraw, it's over --- 84% decline, how much more do you want? I'm convinced --- Purely narrative-driven projects will eventually have to pay their debts, I’ve known this for a long time --- Render dropping 82% indicates that nothing can be saved --- Another story of a leek being harvested, I'm tired of seeing it

View OriginalReply0