Crypto-IA: Grayscale Predicts A New Surge Despite The Slowdown In 2025

The crypto market related to artificial intelligence is experiencing spectacular growth. In just two years, its capitalization has jumped from $4.5 billion to $20 billion. Which projects are standing out?

Grayscale releases explosive predictions on AI cryptos

Grayscale Research published a detailed analysis this week revealing the scale of the crypto-AI sector transformation. Between 2023 and today, investors have witnessed a fivefold increase in the total value of this emerging market.

However, 2025 tells a different story. The slowdown is noticeable: TAO, Bittensor’s flagship token, shows a modest gain of 2%. In contrast, ElizaOS is going through a difficult period with a staggering drop of 80%, illustrating the characteristic volatility of this nascent sector.

This mixed performance does not discourage Grayscale analysts. They see it rather as a natural consolidation after the initial euphoria. The market now seems to favor projects with solid fundamentals over pure speculation.

The TAO upgrade, launched last February, marks a major turning point for the Bittensor ecosystem. This technical innovation has made subnets investable for the first time, opening new growth prospects. A concrete result: more than 7% of circulating TAO is now allocated to these specialized subnets.

Promising catalysts for a new phase of expansion

Beyond price performances, technological evolution fascinates experts. Distributed training is today one of the most promising innovations in the crypto-AI sector.

Prime Intellect recently demonstrated the viability of this approach by successfully training models exceeding 30 billion parameters. This technical feat uses GPUs distributed around the globe, proving that a decentralized infrastructure can rival centralized tech giants.

“On a large scale, we believe these types of protocols could have a substantial impact on the AI landscape“, emphasizes the Grayscale report. The stakes are significant: harnessing the 30% of unused computing capacity in global data centers could revolutionize the AI economy.

This transformation comes with concrete investment opportunities. Gensyn and Nous Research, who have just raised $50 million in Series A, are among the protocols best positioned to capitalize on this trend.

The Grass network perfectly illustrates this new economy by generating tens of millions of dollars annually through selling web data to AI laboratories.

In summary, the crypto-AI ecosystem is going through a crucial maturation phase where technology takes precedence over speculation. The upcoming Bittensor halving and the rise of distributed training could well trigger the next wave of mass adoption.