- AI tokens rally as Bitcoin stalls, led by NEAR, FET, and RENDER posting strong weekly gains.
- NEAR jumps 81% weekly as AI infrastructure optimism grows amid falling computation costs from rivals like DeepSeek.
- Demand for AI agents and token processing could drive long-term growth across decentralized AI projects.
Artificial intelligence-linked crypto tokens are posting strong gains even as Bitcoin and the broader crypto market cool off.
At press time, Bitcoin stabilized around $77,147, down 0.27% over the past 24 hours. Other major cryptocurrencies, including XRP, Ethereum, and Solana, also traded slightly lower during the same period.
However, AI-focused tokens are moving in the opposite direction, with several projects recording double-digit daily and weekly gains.
NEAR, FET, and RENDER Lead the Charge
Among the top performers, NEAR Protocol climbed 18.5% over the past 24 hours and surged 81% over the past seven days. Likewise, Render rose 13% daily and 30.6% weekly. Artificial Superintelligence Alliance (FET) gained 18.38% in 24 hours and nearly 31% over the week.
Other notable movers included Venice Token (VVV), up 23% over the last seven days; Injective (INJ), up 15%; and Bittensor (TAO), up 11% during the same period.
DeepSeek’s Lower AI Costs Fuel Optimism Around AI Infrastructure
Part of the rally appears tied to growing excitement around the future of AI infrastructure and the falling cost of AI computation.
Market commentator Bull Theory noted that DeepSeek recently slashed inference pricing by 75%, making its AI token-processing costs dramatically cheaper than those of rivals such as OpenAI and Anthropic.
For example, processing one billion output tokens costs about $3,480 with DeepSeek, compared to roughly $30,000 with OpenAI GPT-5.5 and around $15,000 with Claude Sonnet.
This matters because companies are struggling with rising AI costs. Some AI coding tools use millions of tokens every day, while advanced reasoning models require enormous amounts of computing power behind the scenes.
Analysts believe the biggest winners in AI may not be the smartest models, but the companies that can provide “good enough” AI at the lowest cost and largest scale.
Investor James Anderson also sees strong growth ahead, saying software engineers are using more AI tokens as models improve, calling it the start of a “generational AI bull run.”
Goldman Sachs Forecast Adds Fuel to the AI Narrative
The AI growth story gained further momentum after crypto investor Kyle Chasse shared a forecast from Goldman Sachs. The projection estimates that AI agents could process 120 quadrillion tokens every month by 2030.
That would be about 24 times higher than current AI usage, with the possibility of reaching 55 times today’s levels by 2040.
Chasse said this trend goes far beyond chatbots. He believes AI systems will increasingly automate repetitive human tasks around the clock, which could massively increase demand for AI infrastructure, data centers, computing power, and decentralized GPU networks.
Analyst Highlights Top AI Cryptos He’s Watching
Crypto analyst jussy on X recently shared several AI-related crypto projects he is closely watching, believing they could continue performing well in the coming months. These include NEAR, VVV, TAO, RENDER, and GRASS.
He described NEAR Protocol as an AI-focused layer-1 blockchain designed for AI agents and cross-chain interactions. Bittensor was highlighted for its decentralized machine-learning ecosystem, while Render was mentioned for helping address AI computing and GPU shortages.
The analyst also pointed to the Artificial Superintelligence Alliance for its growing role in the AI sector. In addition, he mentioned Venice AI and its VVV token for privacy-focused AI inference, as well as Grass for its work in decentralized AI data collection.
According to the analyst, these projects could benefit as demand for AI infrastructure, computing power, and AI-powered applications continues to expand.
Related: Pope Leo and ECB Raise Alarm Over AI Threats to Global Financial Systems
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