The prices of cryptography fell 6.5% on average on January 27 in the middle of a major sale of risk assets caused by a Chinese artificial intelligence model (IA) raising concerns about the profitability of AA .
However, AI -related tokens experienced slightly lower average drops for the day at 5.4%.
Based on cryptoslate data, the tokens with the worst daily performances are the Aioz (AIOZ), rendering (rendering) and Arweave (AR) network, which dropped by 10.2%, 9.3% And 9.4%, respectively.
Meanwhile, Bittensor (TAO) has attenuated the impact with a price increase of 5.6% in the last 24 hours.
NVIDIA and other AI companies have dropped after news from the latest artificial intelligence model of the Chinese startup Deepseek have surfaced.
The reports have stressed that the new model can work as high -end models (LLM) which are currently dominating the market, including the Openai Chatppt, while operating on much cheaper equipment.
In particular, the performance of AI tokens is generally linked to the traditional AI stock market market and general industry events such as strong NVIDIA profile calls, which have increased their prices in recent months.
Samecoins and active real world (RWA) also had relatively softer drops – on average 4.9% and 5.3%, respectively.
The category “Smart Contract Platform”, which includes a CAP major cryptography such as Solana (Sol) and Su (Sui), also experienced titles slightly lower than 5.3% each.
Bitcoin (BTC) and Ethereum (ETH) have also undergone losses below the market average, down 3% and 4.9% per day.
The tokens linked to liquid clearing services, such as Lido (Lido) and Rocket Pool (RPL), underwent a correction of 11%, recording the worst performance of the 22 categories of Artemis.
Data availability and Bitcoin ecosystem tokens have also recorded two -digit collapses within the daily time.
An opportunity like the “Trump Trade”
Aurelie Barthere, main research analyst at Nansen, said that the main sale in risk assets was necessary to trigger investors’ profits after tariffing great news.
She noted that cryptographic markets and stocks related to the AI supply chain, such as nuclear FNB, climbed up to 20% in the last month, so that the current movement is not a change of market.
On AI actions, Barthere added:
“For AI actions, the prospects remain optimistic for the moment, highlighted by the recent optimistic TSMC advice. However, this optimism must be reinforced by the next reports on the gains of Nvidia, ASML and Big Tech in the coming weeks, which will have to beat expectations to support momentum. »»
She also noted that this correction could offer an opportunity to investors who have missed the Trump cryptography trade to enter the markets, especially in the upper crypto-bêta tokens, which have experienced stronger sales compared to BTC.
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