Crypto Scenario Insights
What happened
ChatGPT's market share fell below 50% as Gemini and Claude gain ground. Crucially for markets, Grok users are four times more likely to be crypto traders, leveraging X's real-time data, while Claude leads in monetization…
What we think
The most likely outcome is a structural migration of active crypto traders and developers toward Grok and Claude, with a 50% probability of a neutral, infrastructure-driven market evolution.
Read the analysis
AI chatbot landscape shifts as Grok and Claude capture crypto trader mindshare — what does it mean for AI tokens?
We explain what happened and what could follow. We do not forecast prices.