Just weeks ago, the crypto community was abuzz with discussions surrounding tariffs and U.S. President Donald Trump’s trade policies. However, sentiment has swiftly shifted, with crypto conversations now centered around AI agents, altseason speculation, and emerging blockchain innovations.
From Tariffs to Tech Trends
President Trump’s April announcement of new tariffs targeting key trading partners initially rattled global markets and drew crypto into the geopolitical spotlight. But the narrative has evolved. Recent hints from Trump about a potential “major trade deal” with a “highly respected country” have cooled tariff tensions and reignited optimism in risk-on assets like cryptocurrencies.
According to fresh insights from on-chain analytics firm Santiment, social media and forum discussions around tariffs have sharply declined. In their place, AI agents, altcoin rallies, Real World Assets (RWA), and ETF-related topics have surged in prominence.
AI Crypto Tokens Lead the Rally
AI-driven tokens are rapidly gaining traction. As per CoinGecko, two of the top market performers in the last 24 hours were AI-focused:
- Agent Ted (TED) jumped by an astounding 111.2% in a day and nearly 5,000% over the past two weeks. The project powers an AI sports betting platform.
- REVOX (REX) rose 47.2%, serving as the native token for a decentralized AI interface built on permissionless machine learning infrastructure.
The broader AI token category posted a 5% gain—outpacing Bitcoin’s 2.5% increase in the same period—highlighting rising investor interest in the intersection of blockchain and artificial intelligence.
Altseason Hype Builds Momentum
As Bitcoin’s price approaches the $100,000 mark and its dominance hovers around 62%, traders are increasingly speculating about a potential altseason—a phase where altcoins outperform BTC. Though a true altseason typically correlates with a drop in Bitcoin dominance, mid-cap and AI token surges are sparking conversation around whether a rotation into alts is already underway.
Macro catalysts like a potential U.S. Federal Reserve rate pause and easing trade tensions are further supporting bullish sentiment across the altcoin market.
Growing Buzz Around ETFs and Real-World Assets
Beyond AI and altcoins, crypto discussions are also trending toward ETFs and real-world asset (RWA) tokenization. Santiment reports a slight uptick in mentions of these topics, coinciding with strong inflows into spot Bitcoin ETFs—especially BlackRock’s IBIT, which recently crossed the 600,000 BTC milestone.
As on-chain trends evolve and macro conditions stabilize, crypto altseason and AI agents are clearly taking the spotlight amid declining tariff headlines.
