2025-12-26 12:22:51

According to market data statistics, the performance of different crypto narratives in 2025 shows extreme polarization.

Among them, RWA (Real Asset Tokenization) becomes the biggest winner, with a surge of +185.76%, far surpassing other sectors. Closely following is the Layer 1 public chain ecosystem, with a return of +80.31%, while the "Made in USA" concept records a +30.62% increase.

Conversely, other sectors are less fortunate. Meme coins declined by −31.61%, DeFi protocols dropped by −34.79%, Layer 2 solutions plummeted by −40.63%, AI crypto projects fell over −50.18%, and DEX trading protocols decreased by −55.53%. The Solana ecosystem performed even worse, with a decline of −64.17%, and the Gaming sector's −75.16% drop is also notable. The worst hit is the DePIN physical infrastructure sector, with a cumulative decline of −76.74%.

This polarization reflects significant differences in market confidence in various narratives.

RWA0,7%

MEME0,3%

DEFI1,03%

SOL1,65%

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StealthDeployer

· 12-26 13:59

RWA this wave is really fierce, soaring by 185% directly, while other tracks are all just running alongside it The Solana ecosystem is almost cut in half, yet some people still stick to it, truly full of faith DePIN has fallen so much, still dare to watch? I can't understand this logic Layer 1 has taken the meat, why are the other second layers so miserable... Honestly, this divergence is really outrageous, choosing the wrong track makes everything pointless Gaming has already dropped by 75, truly a winter for P2E, where was that enthusiasm back then? Who the hell knew RWA would turn out like this? Tell me! I'm so regretful now AI coins are really hopeless this time, so many projects still causing trouble DEX -55, this data is really incredible, what's going on? Made in USA can still rise, the US concept is just tough

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VitalikFanboy42

· 12-26 13:52

The RWA explosion is real, but just look at the SOL ecosystem being cut in half—was this the beloved one? It feels like the entire market is shedding trash narratives.

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OnchainHolmes

· 12-26 12:53

RWA taking off was really unexpected; I used to think this thing was too traditional, who would buy it... On the other hand, those AI coins and the Solana ecosystem, which were hyped up fiercely before, are now crashing badly. It was time to clear out long ago.

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MerkleMaid

· 12-26 12:51

RWA涨185%直接起飞，其他的都在地狱里摔跤呢...这分化也太离谱了吧 --- L1还能抗，但SOL跌成这样我是没想到的，得亏没全梭哈 --- DePIN直接腰斩，真的该反思一下这些项目到底在做什么 --- Made in USA才涨30%？感觉这波叙事热度也不如想象中高啊 --- Meme币还跌了快三成，看来大家都开始认真炒币了 --- Layer 2血崩−40%，这些扩容方案真的救得了以太坊吗？怎么感觉越来越拉了 --- 资金就那么多，全被RWA吸干了，剩下的只能等死 --- AI币跌超50%那段真的笑了，什么AI Agent通通破产

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GasGuru

· 12-26 12:51

RWA surges 185%, we're all looking in the wrong direction... turning around to embrace real assets --- Sol ecosystem drops 64%, I’m still stubbornly holding on... this is what you call faith recharge --- Layer2 is directly halved, the once star track has become abandoned, the market is so ruthless --- DePIN drops 76%? Laughs, these infrastructure projects have really become graves for bagholders --- Why did RWA rise so sharply? Is on-chain real assets really that attractive? --- AI coins drop over 50%, dreams shattered everyone, where is the next hot spot? --- Just look at these data points, last year’s all-in meme investors are crying, right? --- Layer1 can still hold up at 80%, considered the conscience in this wave of divergence --- Gaming drops 75%, chain games are really hopeless, right? --- Such extreme divergence, I’m just worried I’ll end up in the next -76% team again

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GasGasGasBro

· 12-26 12:51

RWA directly soars 185%, this game is really played out. In contrast, the Solana ecosystem crashes 64%, why did the once-star project decline so much... The era of fools with lots of money is over, now funds are focusing on real-world applications. Those purely speculative things should be shattered and disappear. I didn't expect L2 to fall so hard, logically someone should be buying the dip... or everyone is afraid of being trapped, haha. DePIN down 76%? My friend was still vigorously promoting this last year, now he has deleted the group.

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GateUser-5854de8b

· 12-26 12:42

RWA has really taken off. Those who didn't get on this wave will probably regret it again. In comparison, the previously hyped projects have now become slaughterhouses... It seems like the market is clearing out concepts without practical applications, leaving only truly valuable ones.

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TokenAlchemist

· 12-26 12:35

rwa narrative finally decoupling from the noise... +185% isn't even surprising tbh, the inefficiency vectors were *screaming* at us. layer 2 getting absolutely nuked though? -40.63% is just capital rotation away from execution risk. solana ecosystem bleeding -64%... ngl that's what happens when you chase narrative instead of protocol dynamics lmao

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