Crypto Conversations Shift Toward AI and Altseason as Tariff Talk Fades

Based on social activity across platforms like X, Reddit, Telegram, 4Chan, BitcoinTalk, and Farcaster, interest in certain macro topics has cooled, while speculative narratives like AI and altseason have surged.

The charts show that discussions around tariffs and former President Donald Trump—both of which had dominated earlier in the year—have fallen off dramatically. Both topics experienced sustained spikes in social volume, reflecting periods of heightened concern around global trade policy and political risk. However, by the latest data, these conversations have nearly vanished. This steep decline suggests that the community has either priced in these issues or shifted its focus toward more immediate, high-reward opportunities.

AI Agents and Altseason Gain Momentum

In contrast, discussions around AI agents have picked up significantly. The growth in mentions signals growing excitement around the intersection of artificial intelligence and blockchain technology. This rise also mirrors increasing attention on AI-related crypto tokens and protocols that integrate AI-driven decision-making or automation. Alongside this, the term “altseason”—used to describe periods when altcoins outperform Bitcoin—has seen a strong upward trend in mentions. With Bitcoin stabilizing near historical highs, many market participants appear to be rotating their attention toward alternative tokens in anticipation of broader market movement.

ETF and RWA Interest Slowly Builds

The trend is not limited to just AI and altcoins. Mentions of ETFs and Real World Assets (RWA) have also seen moderate but consistent increases. ETF discussion appears linked to ongoing regulatory developments in the U.S. regarding spot Bitcoin and Ethereum ETFs. Meanwhile, interest in RWAs suggests that tokenized financial instruments like bonds or real estate are gaining credibility within the DeFi space.

Other Narratives Show Mixed Momentum

Not all narratives are accelerating. Memecoins have remained relatively steady in terms of social volume, with no clear breakout in attention. While still popular, their visibility hasn’t surged alongside the other themes. Inflation, once a dominant topic during periods of aggressive monetary tightening, has seen only minor spikes, likely tied to data releases or interest rate speculation. Decentralized Science (DeSci) shows sporadic engagement but remains a niche conversation, gaining attention only during select events or project launches.

Sentiment Shift Points to New Market Phase

Together, these patterns suggest a broader sentiment shift within the crypto space. While macro and political concerns dominated earlier phases of the market, today’s focus has clearly rotated toward innovation, risk, and new growth narratives. Traders and builders appear more interested in where technology and capital might go next, rather than dwelling on external threats.

If these trends hold, we may be entering a new phase of market sentiment—one where AI, altcoins, and tokenized real-world assets lead the charge, while macro fears fade into the background.

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