I whipped up an old file I made in 2020-2021 which broke down returns by different sectors. Obviously a lot has changed, but I thought it would be interesting to do this again. I split these between 7 sectors:
- Layer 1’s
- Modular: Modular specific L1s like TIA/DYM and L2 tokens
- Memecoins
- Ethereum DeFi
- Solana DeFi
- Cosmos/Misc DeFi
- AI & D