Impact on the crypto market:
Reallocation of computing resources: If the demand for computing power in the AI industry decreases, idle GPUs may turn to crypto mining (such as Bitcoin mining machines), reducing miner costs and increasing revenue, but may increase the risk of computing power concentration; decentralized computing power projects (such as Render, Akash) may benefit from the dual demand for AI and mining.
Capital flow: If investors withdraw from AI tokens (FET, AGIX, etc.), they may turn to BTC, ETH or DeFi, suppressing the AI sector in the short term; if the market regards AI and crypto as "risk assets" as a whole, it may trigger a joint sell-off, but crypto may become a safe-haven option in the long term.
Chip cost reduction: The demand for high-end GPUs decreases or lowers prices, accelerates the iteration of mining machines, and improves mining efficiency.
Development path of the AI sector:
Industry integration: The tightening of the financing environment may eliminate small and medium-sized AI companies, promote giants to dominate the market, force technology optimization (such as model compression, edge computing), and reduce computing power dependence.
Integration with encryption: Blockchain may be applied to AI data rights confirmation (such as Ocean Protocol) and decentralized computing power leasing to form a collaborative ecosystem.
Policy-driven: AI ethics and computing power control regulations may give rise to green and compliant computing power solutions, which intersect with the trend of low-carbonization of crypto mining.
Conclusion: Short-term capital diversion may lead to volatility, but in the long term, the combination of AI and encryption in computing power sharing, privacy computing and other fields may deepen. The AI sector may experience a "bubble-optimization-re-growth" cycle, and the crypto market will benefit from the decline in computing power costs and the expansion of cross-domain applications. Attention should be paid to chip supply chains, policies and strategic adjustments of giants.
