Bitcoin closed the week up 1.6 percent, but the broader crypto market showed sharp sector divergence. Decentralized Physical Infrastructure Networks (DePIN) and crypto gaming tokens led a rebound, while Layer 2s, real-world assets and the treasury trade declined.
The move reverses steep 2025 losses for both sectors. Gaming tokens fell 75.16 percent last year, while DePIN tokens dropped 76.74 percent, according to CoinGecko data. The gaming decline stemmed from speculative NFT plays and unproven revenue models, compounded by macroeconomic shocks including tariff announcements.
DePIN now shows signs of a bottom, driven by real-world adoption and demonstrable revenue generation.
The RWA sector, which gained 185.76 percent in 2025, reversed this week alongside Layer 2s. The treasury trade—tokenized government securities and fixed-income products—also saw diminished inflows, marking a shift in capital allocation from 2025's pattern.
