Bitcoin closed the week up 1.6%, briefly pushing above $79,000 before retreating to the high $77,000 range. The move came alongside a broader market rebound led by DePIN and crypto gaming tokens, while Layer 2 protocols, Real World Asset tokens, and most Layer 1 blockchains finished the period in the red. Capital flows were visibly uneven, with Bitcoin absorbing liquidity that didn't extend meaningfully to the rest of the market.
This is a classic Bitcoin dominance trade — money is flowing into crypto but staying concentrated in BTC rather than spreading into altcoins, which is typically a risk-off posture within the asset class. Investors holding diversified crypto portfolios or altcoin-heavy positions likely underperformed despite the headline rally. DePIN and gaming tokens are worth watching as potential early-cycle rotation targets, but the broader altcoin weakness suggests conviction remains thin outside Bitcoin.
Watch for Bitcoin's ability to hold above $77,000 through the coming week as a short-term support test. No major scheduled crypto-specific catalysts immediately, but U.S. macro data — including any Fed commentary or inflation prints — will heavily influence crypto risk appetite in the near term.
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