ResearchOverview Regime Liquidity Leverage Correlation Rates Sector Analysis Factor Analysis Seasonality

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Overview Regime Liquidity Leverage Correlation Rates Sector Analysis Factor Analysis Seasonality

Sector Analysis

Curated tokens grouped into sectors, indexed to base 100 — which parts of the market are working.

Denomination

USD BTC ETH Ex-BTC

Weighting

Cap Equal Liquidity

Sector indices

Sector heatmap

Return matrix

Breadth & participation

Interoperability · attributionClear

Universe breakdown

Sector Analysis

Curated tokens grouped into sectors, indexed to base 100 — which parts of the market are working.

Denomination

USD BTC ETH Ex-BTC

Weighting

Cap Equal Liquidity

Sector indices

Sector heatmap

Return matrix

Sector

30D

90D

YTD

Infrastructure

-1.5%

-5.5%

-0.9%

+52.9%

+8.9%

Interoperability

-2.2%

-5.7%

-4.4%

+17.1%

-42.8%

Layer 1

-0.5%

-0.8%

-5.7%

+24.1%

-11.1%

Gaming

-2.7%

-10.2%

-8.6%

+2.1%

-53.9%

DePIN

-2.1%

-11.1%

-9.4%

+36.8%

-33.1%

-1.9%

-6.1%

-9.5%

+25.9%

+4.4%

DeFi

-2.9%

-4.1%

-10.4%

+27.5%

-21.3%

RWA

-0.7%

-4.6%

-11.8%

+3.1%

-12.2%

Privacy

+3.3%

+7.5%

-12.9%

+107.7%

+83.7%

Memes

-1.0%

-0.3%

-14.0%

+13.3%

-31.4%

Payments

+0.1%

-16.1%

+14.7%

-32.7%

Perps

-0.3%

-1.3%

-16.4%

+30.5%

+163.2%

Layer 2

-1.6%

-6.6%

-16.5%

+31.8%

-29.5%

DEX

-1.9%

-4.2%

-18.3%

+71.9%

+16.0%

NFT

-1.9%

-2.9%

-23.2%

+10.7%

-27.5%

Breadth & participation

as of 00:00 UTC

Sector	Up / Down	> BTC	> MA20	> MA50	Vol share
Infrastructure	1 / 6(7)	57%	0%	43%	1.0%
DePIN	0 / 3(3)	33%	0%	33%	0.2%
Privacy	3 / 0(3)	33%	67%	33%	2.1%

Interoperability · attributionClear

Cross-chain messaging, bridges and app-chain hubs.

Return · 30D

-3.54%

narrow

2.58

100%

Top contributors

ZRO15.9%+22.3%+3.55%
W2.1%+5.4%+0.11%
AXL1.8%-2.9%-0.05%
ATOM26.0%-8.1%-2.10%
DOT54.1%-9.3%-5.06%

Universe breakdown

Layer 122/22

ADAALGOAPTAVAXBNBBTCCROEGLDETCETHFLOWGRAMHBARICPKASNEARSEISOLSUITIATRXXTZ

Layer 27/7

ARBIMXMNTOKBOPPOLSTRK

Payments4/4

BCHLTCXLMXRP

Interoperability5/5

ATOMAXLDOTWZRO

DeFi10/10

AAVECOMPENAETHFIJTOLDOMORPHOSKYSNXWLFI

DEX8/8

1INCHAEROCAKECRVJUPRAYSUSHIUNI

Infrastructure7/7

GRTINJLINKPYTHQNTSTXTHETA

AI6/6

ARKMFETRENDERTAOVIRTUALWLD

RWA4/4

ONDOPAXGPENDLEXAUT

DePIN3/3

ARFILIOTX

Perps5/5

ASTERDYDXGMXHYPELIT

Memes7/7

BONKDOGEFLOKIPEPEPUMPSHIBWIF

Gaming6/6

AXSCHZENJGALAMANASAND

NFT3/3

APEBLURPENGU

Privacy3/3

DASHXMRZEC

100 curated tokens, 100 with market-cap history. Dashed tickers are price-only and are excluded from the cap-weighted index. Dominance is universe-relative: each token's share of the ~100 curated tokens, not the entire crypto market. Sector indices are gross of fees; the universe is today's survivors projected back (survivorship bias).

Research · Sector Analysis · BasisPoint