Over the past week, the overall cryptocurrency market has shown a strong rebound, with the Bitcoin ecosystem (+36.1%), NFT applications (+33.6%), and AI (+31.5%) sectors leading the gains. There is a clear divergence in popularity among different sectors.
As of the 6th, Artemis data shows that the fully diluted valuation (FDV) of most sectors has experienced positive growth over the past 7 days. As risk appetite recovers, there is an especially prominent trend of capital flowing into growth-oriented and thematic sectors.
The sector with the largest increase is the Bitcoin ecosystem, which surged 36.1% during the week, leading the rally. Followed by NFT applications (+33.6%), AI (+31.5%), Meme Coins (+26.4%), and Data Availability (+26.3%), all recording significant gains.
RWA (+20.9%), File Storage (+19.2%), Data Services (+19.1%), and Staking Services (+19.0%) also demonstrated strong performance with around 20% increases.
Additionally, gaming (+17.2%), DePIN (+17.2%), First-Generation Smart Contracts (+16.8%), Cross-Chain Bridges (+14.9%), DeFi (+14.4%), Smart Contract Platforms (+13.5%), Perpetual DEX (+12.6%), Oracles (+12.1%), and Utility & Services (+11.7%) all achieved double-digit growth.
Social (+9.4%), Ethereum (+8.3%), Value Storage (+8.3%), Bitcoin (+5.9%), and Exchange Tokens (+5.2%) all rose across the board, supporting the overall market trend of risk appetite recovery. The privacy sector declined by 1.2%, becoming the only sector to fall, showing relative weakness.
Overall, this week’s market can be interpreted as a diffusion pattern of simultaneous strength across large infrastructure and thematic sectors. In the short term, sector rotation centered around AI, NFT, and the Bitcoin ecosystem is expected to continue.