Source: Grayscale Research; Compiled by Golden Finance
Key Points:
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Q1 2026 characterized by volatility: Geopolitical risks and macroeconomic repricing drove severe market fluctuations.
Industry-wide decline: Six major crypto sectors posted negative returns for the second consecutive quarter, with risk-averse sentiment and deleveraging processes intensifying.
Finance applications and tokenization projects leading: Supported by institutional adoption and improved regulatory clarity, related projects outperformed the broader market.
AI-related tokens performing strongly: As attention to artificial intelligence accelerated and the clear need for on-chain financial settlement by agents (Agent) became evident, the AI sector stood out.
Overall Performance
Q1 2026 was another challenging period for the crypto market