Sector Alpha Week of 2026-09-14
Not SEBI Registered !! Not Investment advice !!

Theme Trends

Crypto · ranked weekly · vs Bitcoin · as of 14 Sep 2026

Every theme, equal-weighted — no coin is bigger than any other here. Confirmed moves come first: a theme already breaking out or leading, whose members confirm it in their own trailing 12-month protocol revenue, with participation still widening. Everything else follows on the same four readings — where the theme sits in a breakout, whether its members confirm it, how many of them are participating, and its two-year line against Bitcoin. Nothing is dropped for failing the first cut; it ranks lower. Every figure on a card is read from the same 14 Sep 2026 build, so no two of them are from different weeks. Counts like "14 of 31 in momentum" are headcounts: one coin, one vote. Market value is used only to decide who is large enough to be included and to sort the large, mid and small ladder, never to weight a number on this page. Weekly member returns are capped at −90% and +100% before averaging, so one bad print cannot set the level of a whole theme.

Rank by
1

Privacy

TURNING · ahead 3w
2005002024 100291Jun 24Jun 25Jun 26Not reported yet — earnings trail price by a quarter or two258
2005002024 100291Jun 24Jun 25Jun 26Not reported yet — earnings trail price by a quarter or two258
3 weeksahead of Bitcoin✓ 2/3↑members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin8 of 24↑ 2 more in 4 weeks
above their 200-day line11 of 24↑ 4 more in 4 weeks

2 of 3 Privacy members grew trailing-twelve-month protocol revenue versus a year ago, and the theme has been ahead of Bitcoin for 3 weeks — as of 14 Sep 2026.

2

DEX

BASING · +2 joined
2005002024 100557Jun 24Jun 25Jun 26Not reported yet — earnings trail price by a quarter or two274
2005002024 100557Jun 24Jun 25Jun 26Not reported yet — earnings trail price by a quarter or two274
+2%vs Bitcoin, 1 year⚠ 2/6↑members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin8 of 33↑ 2 more in 4 weeks
above their 200-day line12 of 33↓ 1 fewer in 4 weeks

2 of 6 DEX members grew trailing-twelve-month protocol revenue versus a year ago, and the theme trails Bitcoin by 2% over a year — as of 14 Sep 2026.

3

DePIN

BASING · +1 joined·
2005002024 100155Jun 25Jun 26Not reported yet — earnings trail price by a quarter or two89No earnings on file this far back — the price series reaches further than the filings do
2005002024 100155Jun 25Jun 26Not reported yet — earnings trail price by a quarter or two89No earnings on file this far back — the price series reaches further than the filings do
−20%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin2 of 19↑ 1 more in 4 weeks
above their 200-day line3 of 19↑ 2 more in 4 weeks

DePIN trails Bitcoin by 20% over a year, and 2 of its 19 members beat the index by 5% or more over three months — as of 14 Sep 2026.

4

Infrastructure

BASING · 1y −8.7%·
501002005002024
501002005002024
−9%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin1 of 7no change in 4 weeks
above their 200-day line1 of 7no change in 4 weeks

Infrastructure trails Bitcoin by 9% over a year, and 1 of its 7 members beat the index by 5% or more over three months — as of 14 Sep 2026.

5

RWA

BASING · 1y −19.8%·
2005002024 100114Jun 25Jun 26Not reported yet — earnings trail price by a quarter or two73No earnings on file this far back — the price series reaches further than the filings do
2005002024 100114Jun 25Jun 26Not reported yet — earnings trail price by a quarter or two73No earnings on file this far back — the price series reaches further than the filings do
−20%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin2 of 25no change in 4 weeks
above their 200-day line5 of 24↓ 1 fewer in 4 weeks

RWA trails Bitcoin by 20% over a year, and 2 of its 25 members beat the index by 5% or more over three months — as of 14 Sep 2026.

6

Payments

FADING · −1 in 4w·
+3%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin1 of 12↓ 1 fewer in 4 weeks
above their 200-day line2 of 12↑ 1 more in 4 weeks

Payments trails Bitcoin by 3% over a year, and 1 of its 12 members beat the index by 5% or more over three months — as of 14 Sep 2026.

7

Perps/Derivatives

FADING · −1 in 4w·
+41%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin0 of 6↓ 1 fewer in 4 weeks
above their 200-day line2 of 6no change in 4 weeks

Perps/Derivatives trails Bitcoin by 41% over a year, and 0 of its 6 members beat the index by 5% or more over three months — as of 14 Sep 2026.

8

Lending

FADING · −4 in 4w·
17 weeksahead of Bitcoin· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin3 of 11↓ 4 fewer in 4 weeks
above their 200-day line6 of 11↑ 2 more in 4 weeks

Lending has been ahead of Bitcoin for 17 weeks, and 3 of its 11 members beat the index by 5% or more over three months — as of 14 Sep 2026.

9

Meme

FADING · −5 in 4w·
+2%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin8 of 69↓ 5 fewer in 4 weeks
above their 200-day line19 of 69↑ 3 more in 4 weeks

Meme trails Bitcoin by 2% over a year, and 8 of its 69 members beat the index by 5% or more over three months — as of 14 Sep 2026.

10

AI

FADING · −7 in 4w·
+3%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin7 of 73↓ 7 fewer in 4 weeks
above their 200-day line18 of 73↓ 4 fewer in 4 weeks

AI trails Bitcoin by 3% over a year, and 7 of its 73 members beat the index by 5% or more over three months — as of 14 Sep 2026.

11

Layer 1

ASLEEP · 1y −13.3%
−13%vs Bitcoin, 1 year⚠ 0/4↑members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin9 of 60↓ 5 fewer in 4 weeks
above their 200-day line14 of 60↓ 2 fewer in 4 weeks

0 of 4 Layer 1 members grew trailing-twelve-month protocol revenue versus a year ago, and the theme trails Bitcoin by 13% over a year — as of 14 Sep 2026.

12

Wallets

ASLEEP · 1y +18.7%·
+19%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin1 of 8↑ 1 more in 4 weeks
above their 200-day line1 of 8↓ 1 fewer in 4 weeks

Wallets trails Bitcoin by 19% over a year, and 1 of its 8 members beat the index by 5% or more over three months — as of 14 Sep 2026.

13

NFT

ASLEEP · 1y −5.1%·
−5%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin0 of 6↓ 1 fewer in 4 weeks
above their 200-day line1 of 6no change in 4 weeks

NFT trails Bitcoin by 5% over a year, and 0 of its 6 members beat the index by 5% or more over three months — as of 14 Sep 2026.

14

Exchange Tokens

ASLEEP · 1y −2.3%·
−2%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin3 of 21↓ 1 fewer in 4 weeks
above their 200-day line5 of 21↓ 1 fewer in 4 weeks

Exchange Tokens trails Bitcoin by 2% over a year, and 3 of its 21 members beat the index by 5% or more over three months — as of 14 Sep 2026.

15

Oracle

ASLEEP · 1y −16.6%·
−17%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin1 of 6↓ 2 fewer in 4 weeks
above their 200-day line3 of 6no change in 4 weeks

Oracle trails Bitcoin by 17% over a year, and 1 of its 6 members beat the index by 5% or more over three months — as of 14 Sep 2026.

16

DeFi

ASLEEP · 1y −3.7%·
−4%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin6 of 37↓ 2 fewer in 4 weeks
above their 200-day line9 of 37↓ 1 fewer in 4 weeks

DeFi trails Bitcoin by 4% over a year, and 6 of its 37 members beat the index by 5% or more over three months — as of 14 Sep 2026.

17

Liquid Staking

ASLEEP · 1y −1.6%·
−2%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin2 of 9↓ 2 fewer in 4 weeks
above their 200-day line5 of 9↓ 1 fewer in 4 weeks

Liquid Staking trails Bitcoin by 2% over a year, and 2 of its 9 members beat the index by 5% or more over three months — as of 14 Sep 2026.

18

Interoperability/Bridges

ASLEEP · 1y −15.2%·
−15%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin0 of 10↓ 4 fewer in 4 weeks
above their 200-day line5 of 10↑ 1 more in 4 weeks

Interoperability/Bridges trails Bitcoin by 15% over a year, and 0 of its 10 members beat the index by 5% or more over three months — as of 14 Sep 2026.

19

Layer 2

ASLEEP · 1y −10.8%·
−11%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin3 of 25↓ 3 fewer in 4 weeks
above their 200-day line8 of 25no change in 4 weeks

Layer 2 trails Bitcoin by 11% over a year, and 3 of its 25 members beat the index by 5% or more over three months — as of 14 Sep 2026.

20

Gaming

ASLEEP · 1y −15.4%·
−15%vs Bitcoin, 1 year· —members' protocol revenue up
Participation — how many members are taking part
beating Bitcoin1 of 25↓ 6 fewer in 4 weeks
above their 200-day line6 of 25no change in 4 weeks

Gaming trails Bitcoin by 15% over a year, and 1 of its 25 members beat the index by 5% or more over three months — as of 14 Sep 2026.

each theme, equal-weighted, based at 200 Bitcoin, same base, same start trailing 12-month protocol revenue rising falling

All 20 Crypto themes Ranked — Full Table

The same ranking as the cards above, as a table: theme name, where it sits in a breakout, how many members grew trailing-twelve-month protocol revenue versus a year ago, how many are beating Bitcoin, and the one-year gap. Confirmed moves first, then breakout stage and earnings confirmation, as of 14 Sep 2026.

Crypto themes ranked against Bitcoin, as of 14 Sep 2026
#ThemeStageMembers' protocol revenue upBeating Bitcoinvs index, 1y
1PrivacyTURNING2 of 38 of 24+63.3%
2DEXBASING2 of 68 of 33+2.3%
3DePINBASING2 of 19−19.8%
4InfrastructureBASING1 of 7−8.7%
5RWABASING2 of 25−19.8%
6PaymentsFADING1 of 12+3.3%
7Perps/DerivativesFADING0 of 6+41.5%
8LendingFADING3 of 11+14.8%
9MemeFADING8 of 69+2.0%
10AIFADING7 of 73+2.6%
11Layer 1ASLEEP0 of 49 of 60−13.3%
12WalletsASLEEP1 of 8+18.7%
13NFTASLEEP0 of 6−5.1%
14Exchange TokensASLEEP3 of 21−2.3%
15OracleASLEEP1 of 6−16.6%
16DeFiASLEEP6 of 37−3.7%
17Liquid StakingASLEEP2 of 9−1.6%
18Interoperability/BridgesASLEEP0 of 10−15.2%
19Layer 2ASLEEP3 of 25−10.8%
20GamingASLEEP1 of 25−15.4%

Questions people ask about the Crypto market

Which crypto coins are doing well today?

Privacy is the strongest Crypto theme on this board: 8 of its 24 members are beating Bitcoin. It is 63% ahead of the index over 52 weeks. DEX follows on 8 of 33. Individual coins are named on each theme page.

How many Crypto coins are beating Bitcoin?

66 of 486 Crypto coins are beating Bitcoin, across 20 themes. 8 of those themes are ahead of the index over 52 weeks. Every count on this board is a headcount — one coin, one vote — and every theme is equal-weighted, so no single large member can carry one.

Is this investment advice?

No. Every figure here is a deterministic calculation from published market data and on-chain activity and protocol data, produced for research. Sector Alpha does not make recommendations and takes no view on buying or selling any security or token, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

Sector Alpha describes what has happened in published market and filing data and explains the fundamentals behind it. It does not make recommendations, does not suggest buying or selling any security, and is not registered with SEBI as an investment adviser.

Not SEBI Registered !! Not Investment advice !!

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