AI Is Winning The Capital War Against Crypto

As capital floods into AI, crypto is being forced to answer a tougher question: what actually deserves to survive when narratives stop driving markets?

This week, we explore why crypto has fallen out of favor while AI dominates investor attention, and whether regulatory uncertainty is keeping capital on the sidelines.

We also discuss Hyperliquid’s rise, the growing privacy narrative around Zcash, Bitcoin options markets, Ethereum’s identity crisis, and what these shifts could mean for the next cycle. Enjoy!

TIMESTAMPS:

00:00 Intro

02:08 Crypto Loses Its Momentum

08:57 Can Clarity Revive Crypto?

10:26 Bitcoin Sentiment Breaks Down

13:25 Hyperliquid And Fundamental Value

18:58 Crypto’s Fundamental Turning Point

22:31 Zcash And Privacy’s Comeback

31:12 Bitcoin Options Take Off