In 2025, the correlation between NVDA actions and tokens linked to AI on the cryptography market has become more and more tenuous. Despite the recent increase in NVDA to become the most precious business in the world, investors’ enthusiasm for AI tokens remains stifled.
This divergence raises a critical question: is it a sign of the decline in the AI tokens sector or an increasing maturity signal on the AI cryptography market? Here is a more in -depth look.
Nvidia becomes the most precious business in the world, but the fight of the ia tokens
On June 26, NVDA’s actions exceeded $ 154, exceeding its previous peak at the end of 2024 and setting a new summit of all time.
According to CompaniesmarketCap data, the NVDA market capitalization exceeded 3.7 billions of dollars. This wave is fueled by the persistent demand for graphics processing units (GPU), essential for AI applications. Consequently, Nvidia is now classified as the most precious society in the world, just after gold in total market value.
During the last month, NVDA shares climbed more than 13.5%. On the other hand, the AI tokens market – cryptocurrencies included linked to AI projects based on blockchain – dropped by more than 28% during the same period, according to CoinmarketCap.
This clear divergence casts a doubt about the supposed link between the performance of NVDA and the movements of the prices of the AI tokens. While a previous Beincrypto report noted a weak correlation, recent developments suggest that it could now be almost non -existent.
Historically, the performance of NVDA’s actions has often served as a ringtone for AI assets, including cryptographic tokens. The NVIDIA GPUs are crucial in the formation of AI models, and reports on the company’s profits have previously triggered movements parallel to the prices of AI tokens.
For example, in March, AI tokens jumped with two -digit gains before Nvidia’s income. In May, however, despite the fact that Nvidia reported an increase of 69% of one year on the other of the first quarter income, the AI tokens sector posted only a modest gain of 0.6%.
This trend indicates a progressive and notable weakening of the correlation between the two asset classes. The so-called “NVDA effect” on the crypto Ai seems to have faded.
Crypto AI predictions do not materialize
Analysts identified several factors behind this divergence. The main one is the speculative nature of many IA cryptography projects.
James Ross, founder of Network fashion, predicted in October 2024 that AI agents would represent more than 80% of blockchain transactions in the six to twelve months. Eight months later, this vision remains dissatisfied. Many projects of AI agents have not yet demonstrated a public service in the real world.
The former CEO of Binance, Changpeng Zhao, also weighed in March 2025. He underlined a practical use on the creation of tokens:
“Although the crypto is AI currency, not all agents need its own token … launch a room only if you have a ladder. Focus on the utility, not the tokens,” said CZ.
This feeling reflects a broader change towards the fundamentals. Investors are now a gravists to projects such as Bittensor, near and Filecoin – platform that offer practical applications such as decentralized training of the AI model, blockchain infrastructure and decentralized storage.
The decoupling NVDA tokens and AI can report a maturation market. While the NVDA continues to benefit from the concrete demand for AI equipment, the tokens related to AI must prove their real value to regain the confidence of investors.
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