July saw AI-related crypto tokens delivering just a 3.3% return, a steep decline contrasted with the 10.7% median gain posted by real-world asset (RWA) tokens. This shift signals waning enthusiasm for speculative AI projects as investors opt for assets with tangible backing.
Institutional players like BlackRock, Franklin Templeton, and Ondo are fueling this rotation by channeling capital into tokenized real assets and stablecoins, sidelining many AI tokens that peaked in 2025. The market sentiment reflects skepticism about AI projects, many lacking clear use cases or mature technology despite hype.
Meanwhile, a technological breakthrough from Nvidia’s Blackwell GPUs is set to disrupt AI token pricing. These new chips slash AI token production costs by a factor of 35, a change destined to push token prices even lower unless value propositions improve.
Crypto exchanges’ surge in traditional asset trading reinforces this trend of moving away from hype towards assets generating real revenue streams.
This material is for informational purposes and does not constitute financial advice.
