After the mid-race checkpoint, the market tried to catch its breath.
BTC rebounded by +4.2% over the week. ETH did even better with +11.4%, while AKT recovered +8.9% after its previous pullback. Several assets therefore moved back into green territory over seven days.
But this weekly rebound does not yet change the overall structure of the race: the market remains under pressure, most of the peloton is still in the red since the beginning of the year, and AKT maintains a very clear lead.
CAT 1 — AKT Remains Alone in Front
AKT keeps the lead in CAT 1 with a performance of +64.2% since the beginning of the race.
The week was also positive, with +8.9%, confirming that the leader did not merely resist the market: it regained speed. The gap with BTC is now massive, as BTC remains at -30.6% for the year. AKT therefore holds a +94.8-point lead over the Bitcoin benchmark.
Behind it, TAO remains second with -13.4%. The score is still negative, but in the current context, it is enough for TAO to maintain a clear lead over BTC.
ATOM completes the podium with -25.7%. Here too, the result remains in the red, but ATOM still sits slightly above the BTC line, with a +4.9-point advantage.
OSMO and ALGO remain very close to Bitcoin. OSMO stands at -28.8%, ALGO at -29.5%, compared with -30.6% for BTC. The battle around the Bitcoin line therefore remains extremely tight.
ETH posts the best weekly rebound in the category, with +11.4%, but that is not enough yet to erase the delay accumulated earlier in the race. Year-to-date, ETH still stands at -43.9%.
AVAX remains last in CAT 1 with -49.8%, despite a positive week at +6.4%.
CAT 1 Ranking — Without Staking
- AKT: +64.2%
- TAO: -13.4%
- ATOM: -25.7%
- OSMO: -28.8%
- ALGO: -29.5%
- BTC: -30.6%
- ETH: -43.9%
- AVAX: -49.8%
CAT 2 — NLS Keeps the Lead, but Momentum Weakens
In CAT 2, NLS keeps first place with -14.5% since the beginning of the year.
That is still better than BTC, with a +16.1-point lead, but the weekly momentum is less favorable. NLS dropped -6.0% over the week, showing that its lead remains real, but less comfortable than it may have seemed.
GNO remains second with -22.4%. It also keeps an advantage over BTC, with a +8.3-point lead. In a very difficult category, GNO remains one of the few assets still holding up reasonably well against Bitcoin.
Behind them, the gap remains significant.
BAND rebounded +5.7% over the week, but still stands at -55.3% since the beginning of the race. FLUX also moved up by +3.8%, but remains at -56.4%. CTK recovered +2.9%, while still sitting at -58.9% for the year.
LAVA remains last with -88.6%. The week was negative again, at -1.8%, and the gap with the rest of the peloton remains very large.
CAT 2 Ranking — Without Staking
- NLS: -14.5%
- GNO: -22.4%
- BAND: -55.3%
- FLUX: -56.4%
- CTK: -58.9%
- LAVA: -88.6%
General Reading
This July 04 checkpoint shows a market that is breathing again, but not yet a market that has truly turned around.
The week was positive for several assets, including ETH, AKT, ALGO, AVAX, BAND, FLUX and CTK. But over the year, the picture remains harsh: apart from AKT, no CAT 1 asset is positive. In CAT 2, no asset is positive either.
The race therefore remains very easy to read.
AKT is still racing alone in front.
TAO is holding up better than most of the peloton.
ATOM keeps its place on the podium.
BTC remains the benchmark line to beat.
In CAT 2, NLS keeps the lead, but its weekly decline is a reminder that nothing is secured. GNO remains relatively solid, while BAND, FLUX, CTK and LAVA still need to rebuild a lot of ground before they can seriously return to the race.
For now, the market has not changed season yet. It has simply caught its breath.
And in this still very cold race, AKT remains the only runner that has truly found speed.
