Module 11: Sector and Narrative Analysis

Layer 1s, DeFi, real-world assets, AI, memecoins, and more. How narratives form and fade, and how money rotates between sectors.

1. 1. Sectors, Narratives, and Rotation · about 5 min
2. 2. How Narratives Form and Fade · about 5 min
3. 3. Layer 1 Blockchains · about 4 min
4. 4. Layer 2s and Infrastructure · about 4 min
5. 5. DeFi as a Sector · about 4 min
6. 6. Stablecoins and Payments · about 4 min
7. 7. Real-World Assets · about 5 min
8. 8. AI and Crypto · about 4 min
9. 9. Gaming, NFTs, and Consumer Apps · about 4 min
10. 10. Memecoins · about 5 min
11. 11. Prediction Markets, DePIN, Privacy, and More · about 5 min
12. 12. Measuring Sector Performance and Rotation · about 5 min
13. 13. Building a Sector Thesis · about 5 min