Artificial intelligence-driven capital flows and Bitcoin institutional adoption: a new era of cryptocurrency markets

Driven by positive macroeconomics, clear regulation and artificial intelligence-driven capital flows, institutional investors' adoption of Bitcoin hit a record high in 2025. CoinShares Bitcoin Mining ETF (WGMI) soared 47.22% in the second quarter, while the asset management scale of spot Bitcoin ETFs is currently over $158 billion, of which BlackRock has the highest IBIT (investment income tax) scale, reaching $80 billion. Artificial intelligence tools such as Token Metrics drove cryptocurrency ETF inflows by 12% in July as institutional investors invested in AI-related assets, such as Injective’s AI Index and AI proxy projects such as Fetch.ai. The AI ​​model has shown excess returns, with one of the integration strategies achieving a 1640.32% return between 2018 and 2024.