Narratives
The themes driving crypto capital right now
AI Agents
Autonomous on-chain AI services and agent frameworks
Real World Assets
Tokenised treasuries, credit, commodities and real estate
Bitcoin L2s
Stacks, Merlin, Babylon and the Bitcoin scaling wave
DePIN
Decentralised physical infrastructure networks
Memes
PEPE, WIF, BONK — attention-driven coins
Spot ETFs
BTC/ETH ETF flows and next-gen filings
DeFi
Lending, perps, DEXes and the next yield cycle
Stablecoins
USDT, USDC, PYUSD and new fiat-backed entrants