Crypto narratives have played a crucial role in shaping perceptions of cryptocurrencies, but current trends indicate a significant decline in interest in DeFAI, AI agents, and DeSci.
Current Market Situation
In late 2024, crypto narratives related to artificial intelligence and decentralized technologies significantly impacted the market. However, in the second half of 2024 and early 2025, there has been a sharp decline in prices for tokens associated with these areas.
Declining Key Metrics
According to data from the analytics platform Dexu.ai, the price performance of the narratives DeSci, AI agents, and DeFAI have seen declines of -80.50%, -86.67%, and -67.38% over the past 90 days, respectively. While other narratives like RWA and CEX also experience negative figures, they are showing smaller losses at -52.08% and -18.01%. Furthermore, the focus on AI agents and DeFAI continues to fade, indicating reduced investor interest.
Understanding DeFAI, AI Agents, and DeSci
DeFAI aims to integrate AI into DeFi platforms, making financial operations simpler. AI agents are used to execute various tasks, including trading strategies, while DeSci proposes decentralized funding models for scientific research. Despite initial success, the start of 2025 showcases a downturn, which raises questions about the sustainability of these narratives.
Thus, the decreasing interest in DeFAI, AI agents, and DeSci might indicate a shift of investors towards more stable and proven sectors within blockchain technology.
