Not one of the eight theme baskets we track kept pace with Bitcoin over the 30 days to Nov 2. Bitcoin returned -7.3% in that stretch, and every basket lost more.
DeFi took the deepest hit at -20.3%, trailing Bitcoin by 13 percentage points, with AI at -19.5% and RWA at -19.4% close behind. Layer 2 held up best at -11.7%, still 4.4 points short.
The last 24 hours were mixed. Meme led at +0.97%, with Quantum at 0.72% and Layer 1 at 0.64% also green. DePIN had the weakest day at -1.73%, followed by RWA at -1.44%.
DeFi took the deepest hit at -20.3%, trailing Bitcoin by 13 percentage points, with AI at -19.5% and RWA at -19.4% close behind. Layer 2 held up best at -11.7%, still 4.4 points short.
The last 24 hours were mixed. Meme led at +0.97%, with Quantum at 0.72% and Layer 1 at 0.64% also green. DePIN had the weakest day at -1.73%, followed by RWA at -1.44%.
