Crypto ETFs are seeing positive inflows again this August. The going narrative is that money might be rotating out of AI and back into the crypto market. Bitcoin is up 25% this month, with ETF inflows hitting recent highs while AI-themed ETFs are seeing outflows. Ethereum is also catching attention. Analysts are suggesting it could become part of Wall Street's core infrastructure, and Vitalik noted potential synergies for AI agents using stablecoins on the network. The article also highlighted Bittensor (TAO) as an alternative decentralized AI play. The main takeaway is that if the AI boom cools off or proves to be a bubble, major cryptos like Bitcoin are positioned to catch the rotating capital.