@kytgnf
Leaders: high-beta sectors—Layer-1s with strong narratives, ETH L2 ecosystems, liquid DeFi blue chips, and liquid AI or data-infra tokens. They benefit from risk-on and cheaper carry. Laggards: long-tail microcaps with poor liquidity, tokens facing regulatory overhang, weak tokenomics (high emissions), or catalysts already priced in. Quality/liquidity and near-term catalysts dominate dispersion.
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