All eight theme baskets we track ended the 24 hours to Nov 4 higher. Layer 2 led at +1.69%, and AI barely moved at +0.01%.
The 30 day picture is far weaker. Bitcoin returned -10.5% over that stretch, and not a single basket kept up with it. Quantum came closest at -16.8%, 6.3 percentage points behind. DeFi trailed furthest at -26.7%, 16.2 points back, with AI next at -25.5%.
Each basket is an equal weight group of Binance spot pairs. One green day across the board still leaves holders of every theme further down on the month than Bitcoin holders.
The 30 day picture is far weaker. Bitcoin returned -10.5% over that stretch, and not a single basket kept up with it. Quantum came closest at -16.8%, 6.3 percentage points behind. DeFi trailed furthest at -26.7%, 16.2 points back, with AI next at -25.5%.
Each basket is an equal weight group of Binance spot pairs. One green day across the board still leaves holders of every theme further down on the month than Bitcoin holders.
