The launch of Anthropic’s Claude AI workflow tool triggered significant market volatility, with IBM’s stock plunging 13.15% in its worst single-day drop since 2000. Analysts note this risk-off rotation in tech coincides with a potential cryptocurrency market bottom, signaled by a contraction in USDT supply historically seen near lows, suggesting capital may begin rotating into the crypto sector as AI adoption within it grows.
The rise of Artificial Intelligence continues to stress-test the market and create uncertainty around its long-term impact. Anthropic’s recent Claude launch, which manages workflows and cuts manual upgrades, has shaken the competitive landscape.
The market reaction was swift, as noted by observers. IBM dropped 13.15% following the announcement, marking its worst single-day performance since October 2000 and pointing to a clear rotation into risk-off positioning across tech.
Crypto is not insulated from this AI wave either. From miners integrating AI into Bitcoin operations to the rise of autonomous AI agents driving new blockchain use cases, the market is adjusting in real time.
Analysts at CryptoQuant point to the recent USDT supply contraction as a signal that a crypto bottom might be forming. This rare occurrence has only happened twice before, with the first instance aligning with a market bottom near $65,000-$70,000 in 2022.
Looking at the falling USDT market cap, it is clear that liquidity has left crypto, signaling exhaustion. “The data suggests the market could be stabilizing, with investors starting to scout for entry points,” as stated in a review of the metric.
The recent tech risk-off adds another layer to this setup. Anthropic’s Claude launch sparked FUD, and capital could rotate into crypto next, especially as AI adoption in the space continues to grow. A wider divergence between tech and crypto, together with falling USDT supply, could be the first real signal of how investors are positioning around AI-driven market moves.
