AI rout hits software stocks, but Grayscale says blockchains stand to benefit

The recent downturn in artificial intelligence-related stocks has significantly impacted the software sector, leading to a notable sell-off among investors. However, Grayscale Investments asserts that, despite the challenges faced by software companies, blockchain technology and the associated digital assets are well-positioned to reap benefits from the evolving market landscape. This suggests a divergence in performance, where while AI-focused software may struggle, the foundational technologies underpinning cryptocurrencies and decentralized applications could see increased adoption and value growth in the future. source: https://www.coindesk.com/tech/2026/02/26/ai-rout-hits-software-stocks-but-grayscale-says-blockchains-stand-to-benefit