The Web3 analytics platform Dexu AI data shows that the AI agent sector has generated a return of 72.2% over the past month, with ai16z (AI16Z) and Phala Network (PHALA) performing the best.
Specifically, AI16Z has risen nearly 295%, while PHALA has increased by 209%. Other strong-performing tokens include Virtuals Protocol (VIRTUAL), which increased by 132% in 30 days, and AiXBT (up 125%).

In addition, CEX tokens have also performed well, with this category rising by 41.37% over the month. Furthermore, the 'sweat-spot' sector (focused on projects that combine blockchain functionality with user-centric applications) has increased by 24.4%.
Other traditional sectors, such as DeFi and derivatives, rose by 13.2% and 12.3%, respectively; the RWA sector rose by 7.21%.
Meanwhile, the modular category fell by 32.1%, and low-risk tokens (LRT) dropped by 30.8%.

Meme coins also saw a significant drop of 28.7%, which may reflect investor fatigue. Despite this, a recent report from Binance shows that such tokens have surpassed Bitcoin and Ethereum in ownership.

In terms of market capitalization, L1 blockchains still dominate with a market cap of $2.75 trillion, mainly driven by Bitcoin's $1.85 trillion market cap.
CEX tokens rank second in market cap, slightly above $129 billion, followed by meme coins, which, despite poor overall performance in December, are still close to $86 billion. Categories like DeFi and AI follow closely, with the former's market cap slightly below $39 billion and the latter's market cap slightly above $23 billion.