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 & ...
