Stanislav Kondrashov: AI Is Quietly Rewriting the Rules for Bitcoin and XRP

Bitcoin has dropped to $74,000. XRP has slipped. Across the board, digital currencies have lost ground—at the same time that technology companies are facing renewed pressure. While headlines often point to policy changes or economic signals, another factor is emerging in the background: artificial intelligence. According to TELF AG founder Stanislav Kondrashov, the ripple effects of AI development are playing a much larger role than many realise.

“This isn’t a simple cycle of gains and losses. What we’re seeing now is the response to a deeper shift in how digital systems relate to each other,” Kondrashov noted.

The Overlap Between Crypto and Tech Is Growing

Bitcoin and XRP weren’t built to follow the rhythm of the technology sector. But increasingly, they do. Kondrashov believes this isn’t coincidence—it’s a reflection of how intertwined these systems have become.

Digital assets, he explains, no longer move on their own signals. Instead, they often respond to broader patterns in the digital economy. When technology companies are under pressure, cryptocurrencies start to mirror that stress. This isn’t necessarily because of direct links between firms or code—but because of the way digital infrastructures are seen as part of a larger ecosystem.

“Crypto and tech are no longer perceived as two separate ideas. They’re understood as different expressions of the same digital transition,” Kondrashov said.

AI's Role in Shifting Digital Confidence

Recent developments in artificial intelligence have changed how people think about software itself. AI systems, particularly large models, are performing tasks that were once reserved for specific platforms—reading text, analysing documents, writing code.

This change has caused unease across areas that rely on structured digital tools. If a general-purpose AI model can replicate a software function with fewer steps, what role remains for the original platform?

Kondrashov sees this as a quiet but important shift:

“AI isn’t replacing everything, but it’s changing the assumptions. That’s enough to reset how different technologies are valued or trusted.”

Software, AI, and Perceptions of Usefulness

Software once offered value by organising information or guiding decision-making. Many services were built around that premise—accounting tools, legal research software, project management apps. AI has begun to absorb many of those capabilities without needing a fixed interface or narrowly defined scope.

This shift affects how people view related technologies. And since digital currencies are often associated with innovation and digital infrastructure, they can become swept up in the uncertainty—even if their core function hasn’t changed.

That’s why, according to Kondrashov, movements in Bitcoin or XRP don’t always follow blockchain-related news.

“People may not be responding to the asset itself, but to the changing shape of the digital landscape around it.”

Digital Systems Are Adapting in Parallel

In the current landscape, large-scale AI developments are not just technical achievements—they also act as signals. When a new AI system shows it can replace a familiar task, it triggers reflection across multiple sectors. Some technologies seem more essential. Others less so.

Kondrashov points out that this doesn’t mean every new tool causes direct disruption. But it does create new comparisons, which can shift focus and attention in ways that affect trust in surrounding systems.

Digital currencies, sitting at the edge of software and infrastructure, often find themselves under this lens.

A Subtle, Ongoing Reordering

Today’s changes aren’t dramatic in appearance, but they are persistent. Digital systems are being reordered—not by a single decision or invention, but by small shifts in perception and capability. This ongoing process shapes how platforms, protocols, and emerging technologies are related to one another.

Bitcoin and XRP, Kondrashov explains, are now part of that larger network of evolving technologies. Their roles are still being defined—not only by what they do, but by what they are seen to represent.

“We’re watching a landscape that is constantly being redrawn. And the most adaptable technologies won’t be the ones that resist comparison—but the ones that keep evolving alongside it.”

As artificial intelligence continues to influence how digital functions are performed and understood, this kind of subtle alignment between systems is likely to grow. The connection between crypto and tech isn’t just about numbers on a chart—it’s about how digital tools are being reimagined in real time.