Artificial intelligence (AI) is changing the crypto space, from smart contract analysis to blockchain security and beyond. Yet, when it comes to portfolio management, progress has been slower. While algorithmic trading gets a lot of attention, the practical applications often fall short. But as the technology continues to evolve and refine, we can expect to see significant changes to cryptocurrency portfolio management in the near future.
Meeting the evolving needs of crypto investors
AI has long held appeal in the world of crypto investing, largely due to its promise of streamlined, low-effort portfolio management. By automating research and market forecasting, AI creates the potential for investors to either make more informed decisions, or to step back entirely and let the technology lead the way. This shift creates the space for two distinct investor profiles to emerge.
First, there are those who want to maintain complete control, with minute-by-minute optimisation. To them, a portfolio isn’t just a diversified asset mix; it’s a beast that needs to be constantly fed. AI holds the potential to offer them unprecedented agility, through powerful tools that enable them to adapt and respond in real time, to shifting data and sentiment.
Then come the newcomers from traditional finance. These are investors accustomed to stability, transparency, and long-term planning. For many, the crypto space has felt impenetrable. Not just because of its volatility and complexity, but because it’s simply too unfamiliar. AI’s greatest strength for them lies in simplification. By translating crypto’s otherness into accessible insights, it makes entry easier.
Yet, up to now, most AI-driven tools have been built almost exclusively for the first investor profile, leaving traditional investors under-supported. From the outside, that can only be viewed as a missed opportunity. Not only is this second group larger, but they also hold the key to crypto’s broader adoption and long-term growth.
So, the question is, how can crypto companies use AI to serve both sides of the investor spectrum, and in the process, unlock the full potential of the market?
How can crypto companies use AI to better support all investors?
For the crypto natives
For experienced investors, AI’s potential lies in creating highly intelligent personal assistants. Essentially, tools that go far beyond the basic suggestions currently in use today. These assistants would deliver deeply personalised, data-driven insights tailored to individual goals, current holdings, and shifting macroeconomic or on-chain signals. Rather than passively presenting options, they’d actively help users rebalance portfolios, simulate different market outcomes, and anticipate emerging trends. This is professional-grade decision-making support. The result? A smarter, more stable investor base and a potential reduction in the knee-jerk reactivity that has characterised the crypto markets.
For Traditional Investors
For most newcomers to the crypto space, simplicity is key. They want to access the opportunities of digital assets without being overwhelmed by complexity and jargon. And most importantly, they want to feel protected against volatility. For them, it’s tools that provide clarity, security, and intuitive guidance that is needed. And they need to be simple enough for the investors to use without needing to become crypto experts.
AI hasn’t yet fully delivered on that front, but its potential is clear. At my company, we’re already focused on serving mid-to-long-term investors who value simplicity over speculation. Right now, we achieve this not through AI, but by using familiar language, trusted financial frameworks, and an experience that aligns with how these users already think about investing. But AI is evolving quickly. It may not be too long before we can expect the arrival of intelligent assistants capable of offering the personalised guidance these investors need. Simplifying portfolio management, and demystifying digital assets. Features, such as AI-generated strategies that users can follow, copy, or even co-manage seem well within reach, helping those without deep technical knowledge to achieve the precision that has previously only been available to crypto natives.
That’s the vision anyway. The ultimate goal for AI in the crypto space. But while we’re waiting for it to happen, there are still many ways AI can start delivering value to crypto companies today.
The current potential of AI for crypto companies
Right now, some of the most tangible benefits of AI for crypto companies lie in customer engagement and marketing. Tools like Apollo and Sales Navigator are already enabling brands to identify and enrich contact data for relevant financial professionals. Enabling far more targeted and strategic outreach.
Once a potential customer enters the ecosystem, their interactions can be captured and fed into CRMs, such as Pipedrive, creating a centralised and trackable view of engagement. From there, platforms like Zapier can sync customer touchpoints across the entire tech stack, while AI works behind the scenes to personalise every experience. From tailored email campaigns to hyper-relevant digital ads.
Generative AI tools, including ChatGPT, are also playing a key role. By running multivariate tests and refining calls-to-action, these systems can help optimise messaging and language to resonate with individual users, at scale and in real time.
In short, AI is no longer just a futuristic concept with untapped promise. It’s already a sophisticated engine for building smarter, more responsive marketing systems. Ones that adapt to the audience and deliver communication with insight, nuance, and respect. It’s reshaping the marketing funnel into something more intelligent, intuitive, and human-centred. Used thoughtfully, AI already offers real value to crypto companies. And looking forward, its potential stretches far beyond engagement. Eventually, AI could help replace confusion with clarity, and complexity with simplicity, building trust and transforming the way that people relate to digital assets as a whole.
But we’re not there yet. And if we wait for AI to become a fully mature, comprehensive solution for portfolio management or investment decision-making, we risk missing the value it already brings today. That’s why businesses need to step up now.
By adopting AI tools that foster transparency, prioritise clarity, and build trust, crypto companies can help evolve the ethos of the entire market. That’s how we shift from the untamed frontier of the original crypto space, to the credible, trustworthy marketplace that today’s investors need. And if we lay that foundation now, we’ll be ready when AI finally reaches its full potential.
