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>>Crypto venture capital pushes back against the AI exodus, with a Dragonfly partner uncovering essential market insights.

Crypto venture capital pushes back against the AI exodus, with a Dragonfly partner uncovering essential market insights.

crypthub

about 2 hours ago

AI Funding vs. Crypto Fundamentals

Haseeb Qureshi argues that venture capital is rotating, not abandoning crypto, as AI attracts attention. AI platforms enjoy massive user bases but less than 1% convert to paying customers. In contrast, every Bitcoin or Ethereum transaction incurs a fee, delivering a 100% monetization rate. This built‑in revenue model gives crypto a more mature economic foundation than freemium AI services.

Stablecoin Growth as a Counter‑Narrative

On‑chain metrics reveal stablecoin supply expanding around 50% annually, even during market downturns. The rise reflects genuine usage for payments, remittances, and DeFi settlement, not speculative trading. Consequently, crypto’s value increasingly stems from utility rather than Bitcoin price volatility. Stablecoin adoption therefore underscores the sector’s resilience and ongoing demand.

Volatility, Fundamentals, and Future Convergence

Price swings linked to ETFs, regulation, and geopolitics fit a decade‑long cyclic pattern rather than a structural flaw. Developer activity and active address counts continue to grow, confirming robust network fundamentals. Leading funds view AI and crypto as complementary, with blockchain offering verification and micropayment layers for future AI applications. This suggests a diversification strategy, not an exodus, toward synergistic technological stacks.