Bitcoin posted a 1.6 percent gain this week while DePIN and crypto gaming led a rebound after a challenging 2025. Layer 2s, real-world assets and the tokenized treasury trade declined, with flows choppy across sectors.
Real-world assets dominated crypto gains in 2025, posting a 185.76 percent increase according to CoinGecko's year-end report. Over the same period, gaming and DePIN sectors fell over 75 percent.
Crypto gaming's 2025 downturn reflected its reliance on speculative NFTs and unproven revenue models. Tariff announcements and macroeconomic shocks triggered broad market crashes that left the sector particularly exposed.
DePIN is now showing signs of stabilization, driven by real-world adoption and actual revenue generation rather than speculation. The shift indicates movement toward protocols with demonstrable utility.
The week's decline in RWAs and treasury tokenization suggests capital re-evaluation despite their strong 2025 performance. On-chain capital continues to rotate between sectors, with DePIN and gaming attracting renewed interest while others face outflows.
