#data availability

➤ The crypto market is experiencing a sector rotation, with capital moving from attention-driven 'social' tokens towards infrastructure and yield-focused narratives like data availability, AI, staking services, and Real-World Assets (RWA). ➤ Data availability and AI tokens led gains, indicating investor preference for themes tied to scalability and compute demand, while speculative themes like DePIN saw a pullback. ➤ This rotation suggests a market favoring measurable on-chain activity and protocol adoption over sentiment-driven rallies, with potential implications for future investment strategies.

➤ Crypto investors are rotating from 'privacy' and Ethereum (ETH) into infrastructure-adjacent themes like 'derivatives DEX' and 'data availability', signaling a shift in risk appetite. ➤ Gains are concentrated in areas supporting next-generation market structure and scaling, such as data availability for rollups and modular blockchains, indicating a focus on execution efficiency. ➤ While the market is generally constructive, leadership is fragmented, with specific infrastructure trends driving performance rather than a broad lift across major layers, and RWA shows signs of stabilization.