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It is one way to explain the encryption and yesterday’s behavior.
Galaxy Trading summarizes actions to “the function of movement in a widespread encryption market”, but GSR’s Carlos Guzman stated that the AI story has dominated the day.
Basically, Deepseek, a Chinese AI company, was comparable to the very expensive and very expensive model of Openai in old (and much cheaper) chips, so it was sold at NVIDIA. Ta.
(I don’t think that the inexpensive GPU story will continue because the Jesse Glass of AI is determined, and a larger GPU is required as Deepseek scales.)
What we saw was that people were in a hurry to re -adjust how people approached large AI play.
The story was almost the same according to Guzman for the encryption side of things. The AI token involved in the sale was almost overestimated considering the use case there.
“I think the agents of Crypto and AI are genuine. In the end, many actual use cases of AI agents using ciphers are displayed. He explained.
Galaxy pointed out that AI tokens were not approaching the highest high in history before recent revisions. Also, AI researchers, such as Glass, will carry some skepticism until the project can be integrated or emphasized, rather than a project to token.
“The encryption project focusing on AI needs to demonstrate clear blockchain and native advantages through cost efficiency, unreliable execution, or new incentive mechanisms in order to get out of the speculative cycle. Memecoin Trading is one of the few areas that broke through the mainstream barriers, so accessibility is still an issue, “said the Galaxy Trading team.
So, yesterday’s actions change the AI/Crypto intersections and many bullish seen around these tokens? It doesn’t seem to be so. Guzman believes that more development and use case will resume the excitement around the token.
Regarding the current AI landscape, it doesn’t look so bad now, despite the Red Sea. The problem is that as Guzman explained to me, in the long run, Deep Shek’s saga may be actually healthy.
The current US AI company’s crops have improved their own models using computing and data, and can now be duplicated by duplicating what they have learned from DeepSeek.
I think there is always a silver lining.
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