Whale Factor|8月 16, 2026 17:46
🐋 WHALE WATCH : DePIN biggest names are disappearing. DePIN smallest most boring names are being printed.
Here the DePIN YTD breakdown:
AKT: +47.69%
GEOD: +32.35%
GRASS: +13.89%
TAO: -8.69%
RENDER: -9.19%
ICP: -27.57%
ZBCN: -30.32%
BTT: -32.31%
TRAC: -36.98%
FIL: -48.47%
THETA: -49.68%
AR: -53.64%
ATH: -55.59%
EGLD: -55.75%
GLM: -59.70%
Only three of the fifteen tokens are in the green YTD, and none of them are the most competitive with DePINs flagship Decentralized GPU/AI platform. No associated name. Compute story.
RENDER and TAO perhaps the two most talked about DePIN adjacent AI plays are both still in the red.
Meanwhile AKT GEOD and GRASS three projects that received little mainstream attention have provided the sectors only real gains this year.
GLM and EGLD suffered the most both down nearly 60%.
Its a similar story to AI and RWA this year: tokens with the strongest connection to the brands main story performed poorly while quieter names with real use metrics quietly performed better.(Whale Factor)
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