Bitcoin Outperforms Most Crypto Sectors Amid 3-Month Slide
Bitcoin has outperformed most major cryptocurrency segments over the past three months despite retreating from record highs, with capital flows continuing to favor BTC, according to on-chain analytics firm Glassnode.
Glassnode reported on Tuesday that average returns across nearly all crypto sectors lagged Bitcoin during the period, indicating a sustained concentration of capital toward BTC.
The assessment followed commentary from institutional reporting platform Bitcoin Vector, which noted that while the first half of the year was led by Bitcoin, the second half saw BTC dominance ease, allowing for an ETH rotation that did not reestablish clear leadership. Bitcoin Vector added that efforts to recover following a deleveraging event weakened again into year-end, suggesting limited conviction in BTC’s leadership and a market lacking a definitive anchor.
Ether, AI, memecoins and RWA posted deeper losses
Bitcoin (BTC) declined about 26% over the last three months and is currently trading around $86,000. Over the same timeframe, total crypto market capitalization fell 27.5%, based on CoinMarketCap data.
Most other crypto sectors have seen larger declines than Bitcoin. Source: Glassnode
Ether (ETH) has dropped roughly 36% since mid-September to levels below $3,000. Sector and thematic categories also fell more sharply, with AI-related tokens down 48%, the memecoin market cap lower by 56%, and real-world asset tokenization declining 46% over three months, according to CoinMarketCap.
The DeFi token category is down 38% over the same period, per CoinGecko.
Bitcoin viewed as a relative haven within crypto
Nick Ruck, director at LVRG Research, said recent data show inflows continue to prefer Bitcoin, reflecting a strong investor bias toward BTC’s perceived stability.
He noted that the concentration of capital reinforces Bitcoin’s dominant role in the market, while altcoins have struggled for relevance in the current backdrop.
According to Ruck, the trend is likely supported by Bitcoin’s established track record and growing institutional participation, which enhance its appeal as a relatively safer asset within a volatile crypto market.
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