AI Capital Flows Are Draining Liquidity from Crypto Markets, Analyst Says

TLDR: Hyperscalers are projected to spend $650–700B on AI infrastructure in 2025, outpacing crypto inflows. BTC is down 20% YTD while Micron, Nvidia, and AMD posted triple-digit gains since January 2024. Stablecoin supply sits at ATH but remains locked in T-bill wrappers, bypassing DeFi yield markets. Only AI crypto tokens with real on-chain usage are [...]

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