Delphi Digital: Speculative capital is flowing from the crypto market to the AI and robotics sectors

According to Odaily, Delphi Digital stated that cryptocurrencies are no longer the preferred destination for speculative capital seeking high-risk opportunities. Research shows that most altcoin sectors underperformed last year, and speculative funds are accelerating their flow into verticals with exponential growth narratives such as AI and robotics.

Nansen's Chief Research Analyst Aurelie Barthere noted that in addition to AI applications attracting capital, the repricing of expectations for Federal Reserve interest rate cuts has tightened liquidity for risk assets, and the slow progress of the CLARITY Act amid political gridlock has also put pressure on crypto market sentiment. Data shows that in 2025, cumulative financing for robotics startups reached 13.8 billions USD, a record high; while crypto VC investment did grow in 2025, it slowed sharply in December, dropping by 77% in a single month.