Crypto Scenario Insights
What happened
While Bitcoin and Ethereum consolidate under a neutral market regime, DePIN and blockchain gaming sectors have staged a surprising rebound.
What we think
The most likely outcome is a continuation of selective, narrative-driven outperformance for DePIN assets, carrying a 55% probability under our current neutral market regime.
Read the analysis
DePIN and Gaming Lead End-of-Year Rebound — Is This a Structural Shift or Low-Liquidity Rotation?
We explain what happened and what could follow. We do not forecast prices.