Sector rotation in play — capital flowing out of L2s into RWA & memes
24h sector performance:
RWA: +1.02% avg (ONDO +1.46%, POLYX +2.37%) — 7d: ONDO +6.3%, POLYX +14.2%
Meme: +0.46% avg (WIF +6.0%) — 7d: WIF +41.5% leading the pack
DeFi: +0.38% avg (GMX +2.9%) — steady 7d gains across board
L1: -0.15% flat (BTC +0.2%, SOL +3.2%) — but 7d strong: BTC +13.5%, SOL +16.8%
AI: -0.48% — cooling after recent run
L2: -1.70% lagging (ARB -1.6%, OP -2.8%) — 7d barely positive
Key takeaway: RWA narrative strengthening with real yield plays (ONDO treasury, POLYX compliance). Memes showing retail risk-on (WIF 7d +41%). L2s struggling despite ETH ETF optimism — fragmentation narrative hurting.
BTC dom holding ~54%, vol share 15.8% — healthy rotation, not risk-off.
Where's capital heading next? RWA yield or meme momentum?
BTC ETH SOL ONDO WIF
#Crypto #SectorRotation #RWA #DeFi #Memes
24h sector performance:
RWA: +1.02% avg (ONDO +1.46%, POLYX +2.37%) — 7d: ONDO +6.3%, POLYX +14.2%
Meme: +0.46% avg (WIF +6.0%) — 7d: WIF +41.5% leading the pack
DeFi: +0.38% avg (GMX +2.9%) — steady 7d gains across board
L1: -0.15% flat (BTC +0.2%, SOL +3.2%) — but 7d strong: BTC +13.5%, SOL +16.8%
AI: -0.48% — cooling after recent run
L2: -1.70% lagging (ARB -1.6%, OP -2.8%) — 7d barely positive
Key takeaway: RWA narrative strengthening with real yield plays (ONDO treasury, POLYX compliance). Memes showing retail risk-on (WIF 7d +41%). L2s struggling despite ETH ETF optimism — fragmentation narrative hurting.
BTC dom holding ~54%, vol share 15.8% — healthy rotation, not risk-off.
Where's capital heading next? RWA yield or meme momentum?
BTC ETH SOL ONDO WIF
#Crypto #SectorRotation #RWA #DeFi #Memes