🔥 AI investment accounts for more than 25% of the US GDP growth contribution; the crypto market faces a structural diversion

AI investment has already contributed over 25% to US GDP growth—of every $4 in GDP growth, $1 comes from AI. Related spending makes up 8% of GDP, surpassing the peak IT spending of 6.5% during the dot-com bubble era of 2000. This is a long-term structural signal of capital diversion in the crypto market.
When AI becomes the area with the highest return on capital, institutional funds will inevitably prioritize AI-related assets. SK hynix ADR surged 12.76% on its first trading day, raising $26.5 billion, and on-chain leveraged trading volume even surpassed ETH. The “money-making” effect in traditional markets is siphoning liquidity and attention away from crypto.
The crypto market’s own narrative momentum is weakening. Bitcoin has been consolidating for 307 days; ETF inflows have temporarily returned, but losses over eight weeks have not yet been recovered. Total stablecoin issuance decreased by $13.9 billion, while Tron on-chain USDT bucked the trend to set a new high, indicating that real trading demand is shrinking.
The risk is that the crypto market could fall into a double squeeze: AI investment siphons away capital, while the crypto ecosystem itself lacks new growth narratives. Tokenized stocks and RWA may be seeing rising trading volumes, but compared with AI’s capital-absorbing capacity, it’s still far smaller. If AI investment continues to deliver high returns, the crypto market may face a longer period of capital outflows.
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