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Sectors

Narrative strength, breadth, valuation, and bubble maturity in one place

Sector pages separate new bubbles from renewed bubbles and keep narrative momentum tied to explicit evidence and risks.

Bitcoin ecosystem

Store-of-value leadership plus BTCfi experiments.

renewed adoption
Total market capitalization$4,000,000,000
90-day performance8.0%
TVL$900,000,000

Leading tokens: BTC

Layer 1 blockchains

Leaders already survived prior cycles and are re-rating on new throughput and fee paths.

mature sector
Total market capitalization$5,100,000,000
90-day performance9.4%
TVL$1,110,000,000

Leading tokens: ETH, SOL, AVAX, BNB, ADA, XRP

Layer 2 networks

Activity is real but token value capture differs sharply across designs.

renewed adoption
Total market capitalization$6,200,000,000
90-day performance10.8%
TVL$1,320,000,000

Leading tokens: ETH

DeFi

A second-cycle sector with proven product-market fit and clearer revenue models.

renewed adoption
Total market capitalization$7,300,000,000
90-day performance12.2%
TVL$1,530,000,000

Leading tokens: AAVE, CRV, JTO, KMNO

Decentralized exchanges

Strong trading activity but emissions and token utility vary widely.

renewed adoption
Total market capitalization$8,400,000,000
90-day performance13.6%
TVL$1,740,000,000

Leading tokens: JUP, RAY, AERO, CAKE, DEEP

Perpetual exchanges

One of the clearest high-alpha hunts if product-market fit and token capture align.

renewed adoption
Total market capitalization$9,500,000,000
90-day performance15.0%
TVL$1,950,000,000

Leading tokens: HYPE, AST

Lending

Revenue-producing and easier to benchmark, though competitive intensity remains.

mature sector
Total market capitalization$10,600,000,000
90-day performance16.4%
TVL$2,160,000,000

Leading tokens: AAVE, KMNO, SYRUP

Liquid staking

Established category with proven demand but token differentiation is uneven.

mature sector
Total market capitalization$11,700,000,000
90-day performance17.8%
TVL$2,370,000,000

Leading tokens: LDO, JTO

Restaking

Fast narrative growth but long-term economics remain debated.

first cycle experiment
Total market capitalization$12,800,000,000
90-day performance19.2%
TVL$2,580,000,000

Leading tokens: ETH

Stablecoins

Critical liquidity layer where adoption can be real even if token capture is mixed.

renewed adoption
Total market capitalization$13,900,000,000
90-day performance20.6%
TVL$2,790,000,000

Leading tokens: ENA

Real-world assets

Potentially large TAM but slower adoption and compliance dependencies matter.

renewed adoption
Total market capitalization$15,000,000,000
90-day performance22.0%
TVL$3,000,000,000

Leading tokens: SYRUP

AI and AI agents

Narrative strength is high, but the platform explicitly demands measurable usage and value capture.

new narrative
Total market capitalization$16,100,000,000
90-day performance23.4%
TVL$3,210,000,000

Leading tokens: VIRTUAL

DePIN

Interesting infrastructure angle, though token quality varies sharply.

first cycle experiment
Total market capitalization$17,200,000,000
90-day performance24.8%
TVL$3,420,000,000

Leading tokens: SOL

Gaming

The sector has not yet rebuilt consistent monetization quality.

declining sector
Total market capitalization$18,300,000,000
90-day performance26.2%
TVL$3,630,000,000

Leading tokens: ETH

Memecoins

High participation, low fundamental durability. Track as a sentiment regime input more than a durable investment framework.

new narrative
Total market capitalization$19,400,000,000
90-day performance27.6%
TVL$3,840,000,000

Leading tokens: PUMP

Privacy

Useful niche, but adoption and regulation cap the addressable set.

survived one full cycle
Total market capitalization$20,500,000,000
90-day performance29.0%
TVL$4,050,000,000

Leading tokens: ETH

Interoperability

Essential plumbing, though token capture remains case-specific.

survived one full cycle
Total market capitalization$21,600,000,000
90-day performance30.4%
TVL$4,260,000,000

Leading tokens: ETH

Oracles

Core infrastructure with lower novelty but easier moat analysis.

mature sector
Total market capitalization$22,700,000,000
90-day performance31.8%
TVL$4,470,000,000

Leading tokens: ETH

Data availability

Important for modular scaling, but monetization paths still need more proof.

first cycle experiment
Total market capitalization$23,800,000,000
90-day performance33.2%
TVL$4,680,000,000

Leading tokens: ETH

SocialFi

Repeated bursts of attention with uneven retention.

new narrative
Total market capitalization$24,900,000,000
90-day performance34.6%
TVL$4,890,000,000

Leading tokens: ETH

Energy and compute

Potential infrastructure exposure tied to AI demand, still early and fragmented.

first cycle experiment
Total market capitalization$26,000,000,000
90-day performance36.0%
TVL$5,100,000,000

Leading tokens: VIRTUAL

Other custom sectors

Catch-all for exchange or platform cases not cleanly captured elsewhere.

mature sector
Total market capitalization$27,100,000,000
90-day performance37.4%
TVL$5,310,000,000

Leading tokens: BORG, OKB