The market is recovering from the panic caused by the security incident, but funds have not flowed evenly into all sectors. DePIN, RWA, Layer2, and privacy coins are becoming the main focus during this rebound.
Recently, the overall cryptocurrency market has rebounded from a low level, and the total market value has increased. The concerns triggered by the large-scale Binance hack have not fully dissipated, but based on the current price performance, panic sentiment has eased somewhat, and there has not been a sustained sell-off in the market for the time being.
Sector performance has begun to show differentiation. The DePIN sector has risen by about 5.8%, becoming one of the stronger performers in this round of rebound; the RWA and Layer2 sectors also rose in tandem, indicating that funds are starting to refocus on infrastructure, on-chain assets, and scaling ecosystems.
Privacy coins are also worth paying attention to, with ZEC showing outstanding performance. Compared to assets that solely follow the overall market rebound, the strong performance of privacy coins indicates that some funds are looking for trading opportunities with independent narratives. However, the rise of a single coin is still insufficient to prove that the entire privacy sector has entered a sustained market, and we still need to observe whether transaction volumes and capital inflows can continue. ​​​​​​​
The impact of the hack incident remains, but market reactions are easing
The impact of the large-scale Binance hack incident has not completely ended.
The subsequent disposal of stolen assets, the replenishment of some funds, and the safety mechanisms of trading platforms are still ongoing issues of concern in the market. The incident has also reignited discussions in the industry regarding exchange asset management, hot wallet security, and risk control systems.
However, from the market performance perspective, the incident has not temporarily evolved into a larger-scale chain sell-off. The total market value has rebounded from a low, and multiple sectors have shown increases again, indicating that some investors have begun to digest the previous security risks.
This does not mean that the risks have been eliminated. Progress in asset recovery, subsequent disclosures from exchanges, and whether other platforms are impacted may still affect market sentiment. Especially when market liquidity is not yet fully restored, sudden security incidents may still amplify short-term volatility.
After the rebound, fund rotation is more noteworthy than index increases
Currently, there are two changes in the market worth observing.
On one hand, sectors like DePIN, RWA, and Layer2 are strengthening together, and funds are beginning to shift from simply focusing on overall market ups and downs to seeking structural opportunities across different tracks.
On the other hand, privacy assets such as ZEC are performing outstandingly, indicating that the market does not have a singular infrastructure narrative, and sectors with independent catalytic factors may also attract funding.
Next, we need to focus on three directions: whether the total market value can continue to recover, whether leading sectors like DePIN can maintain trading activity, and whether the strong performance of ZEC can extend to other privacy assets.
The impact of the hack incident is being gradually digested by the market, but whether this round of rebound can be sustained ultimately depends on whether funds can shift from short-term fixes to broader sector rotations.
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