Altcoin Segmentation Trend — AI Sector Leads the Rise, Traditional Public Chains Perform Differently

The rebound triggered by ceasefire-related news has revealed clear structural characteristics within the altcoin sector. According to SoSoValue data, the AI sector rose 6.61% over the past 24 hours, leading all crypto sectors. For other major coins, Solana is up about 6.08% to $84.58, Avalanche has gained more than 6% to the $9.46–$9.58 range, Cardano is up about 7.57% to $0.263, and XRP is up about 4.35% to $1.37.

The strength of the AI sector is not accidental. The narrative driving force is jointly formed by mining companies shifting toward AI computing power, AI chip giants such as NVIDIA continuing to expand, and expectations that the Trump government may ease AI regulation. Some AI concept tokens have gained more than 20% within the past week, showing clear “theme investing” characteristics.

Clear divergence has also emerged within the public chain track. After Solana accumulated a drop of about 77% from its all-time high of around $250, it has recently formed a base in the $76–$86 range. Its core support logic lies in institutional investor interest and ongoing network upgrades. Ethereum, supported by a $55.4 billion TVL moat, rebounded to above $2,200 after the ceasefire news. In contrast, although Cardano is up 7%, its price has remained range-bound near $0.25, far below its all-time high; the pace of ecosystem development is clearly slower than that of competing projects.

Judging from capital flows, the rebound in altcoins is more about sentiment repair rather than an improvement in fundamentals. Over the past 24 hours, the overall market cap of altcoins grew by about 5.5%, but trading volume increased by only about 12%, far lower than the price increase. This “price up but volume not up” combination usually casts doubt on the sustainability of the rebound. If the ceasefire “benefits” have been fully digested by the market without new catalysts, some altcoins may face downside pressure.

Investors are advised to focus on two types of altcoins: first, projects with clear narrative drivers (such as AI and DePIN) and solid fundamentals; second, high-quality public chains that have undergone sufficient pullbacks and whose valuations have compressed to historical lows. For “catching the rebound” trades that rely purely on news-driven momentum, position sizing and stop-losses must be handled with caution.

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