Let's analyze what is happening in the AI agent market and whether we should expect its recovery. The Situation in the AI Token Market According to CoinGecko, tokens associated with leading AI agents have shown record losses since the beginning of 2025. Among the largest cryptocurrencies by capitalization in the segment, ai16z (AI16Z) fared the worst. Over the past 30 days, the coin's price has dropped by more than 83%. The price of Virtuals Protocol (VIRTUAL) fell by 65% over the same period, and PAAL AI (PAAL) fell by 56.6%. This dynamic came as a shock to many traders. At the end of 2024, AI agent tokens showed impressive results. Many experts said that this segment would continue to grow, but so far their forecasts have not been justified. Reasons for the Fall According to analysts, the fall in AI token prices is primarily due to a change in market liquidity, not fundamental factors. Traders attribute the sharp decline in interest in this segment to the outflow of liquidity into other projects. It all started after Donald Trump launched the memecoin Official TRUMP (TRUMP). The coin quickly attracted the attention of investors. As a result, in just one day, the asset's capitalization exceeded $80 billion. TRUMP absorbed most of the liquidity in the market. This led to a drawdown in other assets, including AI agent tokens. In addition, macroeconomic factors also affected the negative trend. Earlier this week, Trump announced the introduction of duties on imports of goods from Canada, Mexico, and China, which led to panic in the markets, including the cryptocurrency market. Recovery Prospects Many experts are confident in the long-term potential of the AI token segment. For example, a trader known in the crypto community under the nickname ElonMoney on X (formerly Twitter) emphasized that many platforms, including ElizaOS and AI Rig Complex, have ”very strong teams, many high-end partnerships, and integrations with large projects and blockchains.” In his opinion, these factors may become the basis for the growth of coins of projects based on artificial intelligence in the long term. ”I understand that this is a difficult time, and many investors do not know what to do next. But, at least, I would not panic and sell the assets that are already there. Instead, I would follow the project updates and patiently wait for the market to recover,” ElonMoney noted. In addition, earlier in January, Trump announced the creation of a special structure to support the development of AI technologies — Stargate. It is planned to allocate $500 billion for this. In the long term, such an initiative may also favorably affect the segment of tokens associated with artificial intelligence.
