Crypto trends in Q3: Bitcoin dominated, AI sector grows
Fundpigmate Grayscale has published his latest quarterly report on developments in the crypto market. In the second quarter of 2025, the overall market showed mixed results. While Bitcoin moved significantly up the sector of the currencies, Consumer & Culture (-9 percent) and utilities & services (-11 percent) have noticeable losses.
Bitcoin leads the market
The strong performance of the Currencies sector (+20 percent) was significantly worn by Bitcoin. In view of persistent geopolitical uncertainties, including US military campaigns in the Middle East and Trade tariffs (“Liberation Day” tariffs), Bitcoin again acted as the preferred safe harbor in the crypto area.
Artificial intelligence is becoming more important
The foundation of the new AI sector by Grayscale underlines the growing relevance of decentralized AI applications. According to the report, artificial intelligence could become the most influential technology of the 21st century, but a small number of centralized large corporations such as Google, Meta and Openaai are currently dominating. The result: Risks such as systematic distortions (BIAS) are created in the models, lack of transparency about their functionality and restricted access to powerful AI, which is often limited to wealthy or selected users.
The “Artificial Intelligence Crypto Sector” is intended to counter these developments a decentralized alternative. The projects listed in this sector address important questions: Who owns the AI infrastructure? Who can use and develop AI? And how can trust in models, the decisions of which are increasingly becoming social relevance?
The new Grayscale sector is divided into three subcategories:
1: AI Apps & Agents (e.g. Virtuals, Kaito): Applications and AI agents for users
2: AI Platforms (e.g. a freightsor, near): Infrastructure for AI Development
3: AI Tools & Resources (e.g. Grass, Akash): Access to data & computing power
The only request for the long-term potential of decentralized AI reflects the sector's largest project, the currently largest project in the sector. Grass and Virtuals also generate considerable sales, including By selling scrapter data to AI laboratories or trading with agent tokens.
Artificial intelligence also dominates the public discussion in the crypto area: According to data providers Kaito, the topic was clearly ahead of Defi or Gaming in May 2025.
The new sector currently comprises 24 tokens with a market capitalization of around $ 15 billion. The frontrunner is a request. In the second quarter of 2025, the AI sector achieved growth of around 8 percent.
Smart-Contract platforms add
While the fee revenues of most crypto sectors declined, the transaction figures on Smart Contract platforms such as Ethereum, Solana and Avalanche rose significantly (+23 percent compared to the previous quarter to around 1,500 transactions per second). At the same time, the average transaction fees fell to around $ 0.03 per transaction.
New favorites: Avalanche and Morpho
Grayscale updates its top 20 list of promising crypto-assets. This time Avalanche (Avax) and Morpho (Morpho).
Avalanche, an established smart contract platform, recently had a strong increase in transaction volume-especially due to gaming integrations, such as with Maplestory. It is particularly noteworthy that Avalanche was able to overtake Ethereum for the first time at the end of June 2025 with regard to the daily transactions. On June 30, Avalanche recorded more activity than Ethereum with 1.4 million with around 1.5 million daily transactions, which underlines the increasing use and attractiveness of the platform.
According to the current information from the Avalanche team on X, the C-Chain transactions reached record heights, while gas fees dropped to less than $ 0.001 thanks to the ETNA and Octane upgrades.
Morpho, on the other hand,, a defi protocol built on Ethereum and Base, was able to double its total value (TVL) to over $ 4 billion and generated fee income of around $ 100 million a year.
Lido, however, was removed DAO (LDO) and Optimism (op), since their short -term prospects appear to be more uncertain due to regulatory developments and limited fees.
The market remains volatile
Finally, the report emphasizes the still high risks and volatility in the crypto area. Investors should carefully select assets according to their financial goals and risk tolerance and always proceed diversified. The introduction of the AI sector also shows that the crypto industry is still strongly influenced by technological megatrends-especially where blockchain and artificial intelligence overlap. It is particularly worth taking a closer look in these areas, even if many projects are still at the beginning.
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