INSIGHT: @Jamie1coutts tells @itsciaranlyons that this is a bull market with the wrong screen color. Tailwinds are the best he's seen, but AI capital won't rotate in until agentic commerce and on-chain tokenization go mainstream. With alts down 80-90%, he calls it

What happened

Jamie Coutts said the market is bullish despite a negative visual cue, noting strong tailwinds but saying AI investment will only shift when agentic commerce and on‑chain tokenization become mainstream, while alternative assets have fallen 80‑90%.

Confirmed

Global impact / market context

If AI money waits for new commerce models and blockchain token use, current bullish sentiment may not translate into real capital flows, leaving many crypto assets undervalued and vulnerable to further drops.

Analyst inference

Crypto markets have seen a steep decline, with alternative tokens losing 80‑90% of value, yet some observers still view the overall environment as a bull market, creating a contrast between price performance and sentiment.

Confirmed

What to watch

1. Adoption of agentic commerce platforms – if businesses start using AI‑driven autonomous transactions, AI‑related capital could flow into crypto projects. Proposed
2. Growth of on‑chain tokenization – broader use of blockchain to represent real‑world assets may make crypto more attractive to institutional investors. Proposed
3. Recovery of alternative crypto assets – a rebound from the 80‑90% drop could signal that bullish sentiment is turning into actual buying pressure. Analyst inference

Evidence

• x.com