Based on the performance of sectors 2025 so far has been purely a narrative-driven market.



Meanwhile, sectors like GameFi, Layer 2s, and DeFi infra got dragged through the mud.

I guess Hype/Narratives rules the current market over fundamentals.

Until capital flows follow fundamentals again, positioning is more about story than substance.
GAFI1.51%
DEFI-3.05%
INFRA0.96%
HYPE7.15%
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