AI Infrastructure
Compute, chips, HBM, data centers, and power/grid — the macro driver beneath crypto.
strength 33.6capital-aligned
now: AI & Crypto Convergence
Crypto Market & Majors
BTC/ETH/SOL price action, ETF flows, and overall market sentiment narratives.
strength 27.8narrative, no flow
now: SpaceX IPO & Tokenization
Protocol & Ethereum Development
Ethereum/L2 upgrades, EIPs, governance, and core protocol narratives.
strength 25.6narrative, no flow
now: Ethereum Institutional & Technical Developments
DeFi
Lending, DEXs, yield, governance, and DeFi security narratives.
strength 21.1capital-aligned
now: DeFi Security & Exploits