AI tokens are the true losers of the Deepseek revolution

Artificial intelligence tokens (AI) are red during the morning negotiation hours of Asia, with the Coingcko category in 9%, registering losses larger than Coindesk 20, an encryption index, which has dropped 5% .

Cryptographic investors, such as their traditional financial counterparts, probably digest the impact that Depseek, a new AI model, is having in the industry.

Deepseek data published in Hugging Face, a AI Industry Forum, show that their model exceeds OpenAi, all while based on a budget of $ 6 million and a fraction of graphics processing units (GPU) that Upenai uses, which recently closed a round of $ 6.6 billion with an assessment of more than $ 157 billion.

Perhaps most GPU’s perpetual bulls is that Depseek is so efficient that you can run a version on your phone.

Naturally, some of the worst performance tokens are those that have the greatest exposure to GPUs. The nodes of the small capitalization. 6%, just a little more than The Count 20 Benchmark.

Cryptographic games lessons

While Deepseek will be a stressful week in Openai, Nvidia and other technological giants that have revolved to AI, it is also a more pressing lesson for cryptography projects, one that could be familiar to those with the Crypto incursion in Games in Games years ago .

Despite the capital groups available for AI crypto projects, they simply have not been able to do something as revolutionary or interesting as what Deepseek did.

Coingecko data nails the value of the cryptographic games sector (Gamefi) at $ 19 billion. If the largest tickets on this list, such as sandbox, gala or decentraland, were entered into the 30 largest games of Marketcap, would occupy respectable positions along with family names responsible for recognizable franchises.

But despite these projects, they have simply not had the same success as their traditional counterparts.

Last year, Blockchain Gaming received the largest investment since 2020, according to the DAPPRADAR data source. Only $ 1.8 billion were invested in blockchain games and projects of Metaverse, which represents a 38% drop since 2023.

And although the unique active wallets daily in blockchain gaming increased 421% last year, the domain of the sector within the industry fluctuated between 26-29%, and Defi took the lead. Even so, the account is lower than Steam games.

In addition, some older and less popular games in Steam, from companies with market limits, a fraction of Gamefi giants, have larger follow -up. Over the years, many cryptography games have had problems building a sustainable user base.

So, for now, one could say that Crypto faces challenges in attention to use cases beyond finance.