Which sectors saw rotation this week?

TLDR

Rotation this week favored DEXs and crypto miners, while speculative sectors slumped. Index snapshots show DEXs up about 11% and miners up 9.5% over the week in a sector review by Blockworks (rotation summary).

1. DEXs and miners led gains; large infrastructure outperformed speculative segments (rotation summary).
2. Capital rotated back to majors (BTC, ETH) as dominance rose and retail de?risked from alts (market update).
3. Laggards: AI tokens fell sharply, and NFTs were choppy with a sector drop over 9% on 24 Dec (sector recap).

Deep Dive

1. DEXs And Miners

DEXs and crypto miners screened as weekly leaders while new token cohorts and gaming underperformed.

1. Sector indices: DEXs up ~11% (boosted by UNI), miners up ~9.5%; L1s and exchange tokens fell modestly (rotation summary).
2. The same review notes a continued rotation into larger, proven infrastructure as speculative sectors unwind (rotation summary).

2. Back To Majors

Flows and behavior suggest rotation toward Bitcoin (BTC) and Ethereum (ETH) as dominance climbs and risk appetite fades for smaller alts.

1. Wintermutes take echoed by market dailies: retail rotation from altcoins to BTC and ETH as dominance rises and unlocks pressure alts (market update).
2. Investment product flows diverged: weekly outflows hit BTC and ETH products, but inflows favored Solana (SOL) and XRP, implying selective positioning by institutions (flow snapshot).

3. Laggards And Choppy Themes

AI tokens and NFTs struggled, while broader speculative cohorts faced pressure.

1. AI sector was the worst performer, led by TAO declines after Bittensors halving; gaming and new?token cohorts also lagged (rotation summary).
2. NFTs swung intraday, with a sector drop over 9% on 24 Dec as fear rose (sector recap).

Conclusion

This weeks rotation favored liquid infrastructure (DEXs, miners) and a defensive tilt toward BTC and ETH, while AI and NFT sectors came under pressure. Selective inflows into SOL and XRP underscore that even in risk?off stretches, institutions can rotate within alts toward perceived resilience.