The crypto market is bouncing back and AI tokens dominate the gains this week

The crypto market is regaining color, and it is the tokens linked to artificial intelligence that are leading the dance. In 24 hours, the AI sector jumped 5%, raising its total capitalization to 15.1 billion dollars. A recovery that is no coincidence.

When AI Takes the Reins of the Crypto Market

On Friday, artificial intelligence tokens clearly outperformed the rest of the market. According to CoinGecko, the total capitalization of the AI sector rose 5% in 24 hours, reaching 15.1 billion dollars, a performance that sharply contrasts with the prevailing caution.

At the top of the ranking, TAO, the native token of the decentralized Bittensor network, was trading around 233 dollars, up 9% over the day. Over seven days, the gain reaches 33%, an impressive trajectory reflecting growing interest in on-chain AI infrastructures.

FET, the token of the Artificial Superintelligence Alliance, also rose by about 8%. As for RENDER, whose network allows renting computing power for graphic rendering and AI model training, it jumped 11%. Finally, Venice AI’s VVV posted the day’s best performance with +15%, bringing its valuation to 300 million dollars.

What sparked this surge? Partly, a blog post published by Jensen Huang, Nvidia’s CEO. In this text, he compares AI to the electrification of the 20th century:

“AI is becoming the fundamental infrastructure of the modern world. The choices we make now will shape what this era becomes.” Strong words that apparently resonated with investors.

A recovery amid geopolitical tensions

This surge in AI tokens is not happening in a vacuum. It is part of a broader crypto market recovery, notably driven by bitcoin, which briefly reached 74,000 dollars during the day, a symbolic level closely watched by traders.

Some analysts, like Joe Consorti, see this behavior as a true “geopolitical stress test.” Amid escalating tensions around Iran, BTC did not give in. It even strengthened, a reaction that surprises in a context where risky assets could have plunged.

That said, the environment remains fragile. Geopolitical uncertainty continues to weigh on institutional investors’ risk appetite, and flows into spot Bitcoin ETFs are closely monitored as indicators of real demand.

For AI tokens, the picture is more nuanced. These assets remain volatile, often disconnected from fundamentals. However, the convergence between the rise of generative AI, the demand for decentralized computing power, and growing institutional interest outlines a coherent investment thesis.

The recovery of AI tokens reflects much more than a simple trend. It illustrates the gradual recomposition of a crypto market in search of solid narratives. The convergence between AI and blockchain is today one of the most credible. If the macroeconomic context stabilizes and bitcoin consolidates above 70,000 dollars, these assets might only be at the beginning of their ascent.