Speculative capital is increasingly moving away from cryptocurrencies towards AI and robotics, according to Delphi Digital. The shift comes as most altcoin sectors underperformed last year, with investors seeking high-risk opportunities in fields promising exponential growth. Aurelie Barthere, Chief Research Analyst at Nansen, highlighted that AI applications are attracting significant capital, compounded by tighter liquidity in risk assets due to the Federal Reserve's rate expectations and political gridlock affecting the CLARITY Act. In 2025, robotics startups raised a record $13.8 billion, while crypto VC investment, despite some growth, plummeted by 77% in December.