The firm noted that dominance trended lower to allow for Ethereum rotation but never fully reclaimed leadership afterward.
Bitcoin News
Bitcoin declined 26% over the past three months but still delivered better returns than most cryptocurrency categories, with Ethereum falling 36% and AI tokens dropping 48% during the same period. The performance gap shows capital concentration favoring Bitcoin even as overall market capitalization fell 27.5%.
Glassnode reported that nearly all crypto sectors underperformed Bitcoin from mid-September through mid-December. The on-chain analytics platform stated that this persistent relative weakness highlights an environment where investment flows prioritize Bitcoin over alternative digital assets.
Ethereum dropped approximately 36% since mid-September to current levels below $3,000. The decline represents a steeper downturn than Bitcoin experienced during the three-month window despite both assets pulling back from earlier highs.
AI tokens fell 48% while the memecoin market capitalization tanked 56% according to CoinMarketCap data. Real-world asset tokenization projects declined 46% over the same timeframe, showing weakness across multiple token categories.
Bitcoin Vector, an institutional-grade reporting platform, suggested the market picture shifted in the second half of the year. The firm noted that dominance trended lower to allow for Ethereum rotation but never fully reclaimed leadership afterward.
Nick Ruck, director of LVRG Research, told Cointelegraph that data from the past three months indicates capital inflows continue to favor Bitcoin. He characterized the trend as reflecting strong investor preference for Bitcoin's stability and established reputation.
Ruck added that capital concentration underscores Bitcoin's dominant market position while leaving altcoins struggling to maintain relevance. Increasing institutional interest bolsters Bitcoin's appeal as a safer option within the volatile crypto landscape, according to the research director.
The pattern suggests Bitcoin functions as a relative safe haven during market downturns, even as absolute prices decline. Corporate and institutional buyers have continued to accumulate Bitcoin through treasury purchases despite broader market weakness affecting crypto valuations.
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