AI Tokens Boosted by Anthropic News Eye Independent Survival Amid Liquidity Drought

▲ AI Coins Boosted by Anthropic News—Can They Survive Independently Amid a Liquidity Drought? / Gemini-generated image

Despite the “extreme fear” weighing on the broader cryptocurrency market, artificial intelligence (AI)-related coins are managing to secure limited downside resilience and are attempting a modest rebound. The tailwind from AI tech stocks in the New York market overnight has delivered a touch of warmth to the frozen crypto market.

As of 7:26 a.m. KST on the 25th, data from CoinMarketCap shows that the total market capitalization of AI and big data coins rose 0.16% over the past 24 hours to $13.56 billion. However, trading volume fell sharply by 11.34% during the same period to $1.75 billion, reflecting investors’ cautious stance.

Performance among major tokens was sharply divided. Bittensor (TAO), a top market-cap coin, fell 1.92% to $168.44; Near Protocol (NEAR) dropped 1.36% to $0.9713; and Render (RENDER) declined 2.13% to $1.36, remaining under pressure. In contrast, Internet Computer (ICP) rose 2.15% to $2.12, and Virtual Protocol (VIRTUAL) gained 3.08% to $0.6130, defending against the broader market downturn. Notably, KITE surged 11.59% over 24 hours to $0.2557, standing out with exceptional strength.

The primary reason the AI sector was able to defend its market cap, albeit modestly, in a sluggish crypto market can be traced to the dramatic rebound in New York equities. Anthropic, which had been at the center of fears that AI could disrupt the software industry, forged partnerships with major software companies, fueling expectations of “AI coexistence.” News of Meta’s large-scale AI chip purchases further propelled a technology-led rally. The recovery in investor sentiment in traditional financial markets acted as a powerful buffer, stemming the wave of sell-offs that had been hitting the AI crypto sector.

However, it is too early to turn unconditionally optimistic about the outlook. Despite the slight increase in market capitalization (+0.16%), the more than 11% drop in trading volume suggests that the move reflects a slowdown in selling pressure rather than an influx of aggressive buying. Unless concerns over prolonged high interest rates by the U.S. Federal Reserve—which are draining liquidity from the broader crypto market—are resolved, a short-term rebound in equities alone will not be enough to trigger a sustained bull run for AI coins. For the time being, sharp divergences among individual tokens are expected to continue, depending on macroeconomic indicators and big tech companies’ AI-related developments.

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