April Sector Rotation | Which Tracks Are Major Players Quietly Accumulating?

Amid the market fluctuations, on-chain data shows that major funds are concentrating on three tracks.

Track 1: RWA (Real World Assets)

Although U.S. Treasury yields have fluctuated due to oil prices, the number of active on-chain addresses for RWA protocols has increased by 18% over the past week. While rate cut expectations have been delayed, the direction remains unchanged— as long as the Federal Reserve still considers rate cuts within the year, RWA remains the most directly benefited track. Leading protocols' TVL continues to hit new highs.

Track 2: AI Agents

Unlike the previous round of pure concept hype, this round of AI Agents has real revenue projects. Top protocols have generated over $5 million in fee income in the past 30 days, with a positive correlation of 0.7 with NVIDIA's stock price. If U.S. tech stocks rebound in April, AI Agents are likely to follow the rally.

Track 3: Derivatives Protocols

Rising volatility directly benefits on-chain options and perpetual contracts protocols. Although the Drift incident shook confidence in the Solana ecosystem, the trading volume of top derivatives protocols increased by 35% over the past week. "Volatility is the fuel for derivatives."

April Deployment Strategy

· RWA: Gradually build positions near the 20-day moving average during pullbacks
· AI Agents: Small position accumulation on the left side, set a -15% stop loss
· Derivatives Protocols: Focus on the top three with the fastest TVL growth

Avoid chasing highs, do not over-allocate, diversify your positions.

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