Theme Trends
Crypto · vs Bitcoin · as of 27 Jul 2026Every theme, equal-weighted — no company is bigger than any other here. Each row is ranked on four readings taken from one weekly build: where the theme sits in a breakout, whether its members confirm it in their own trailing 12-month protocol revenue, how many of them are participating, and its two-year line against Bitcoin. Every column on a row is read from the same 27 Jul 2026 build, so no two figures beside each other are from different weeks. Counts like "14 of 31 in momentum" are headcounts: one company, 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.
Exchange Tokens has been ahead of Bitcoin for 1 week, and 11 of its 21 members beat the index by 5% or more over three months — as of 27 Jul 2026.
+42.7% ·— lead11/21▲4>200d3/21▲1 2 GamingTURNING · ahead 1w·Gaming has been ahead of Bitcoin for 1 week, and 11 of its 25 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−49.3% ·— lead11/25▲2>200d2/25▬0 3 Layer 1BREAKING OUT · ahead 9w⚠0 of 4 Layer 1 members grew trailing-twelve-month protocol revenue versus a year ago, and the theme has been ahead of Bitcoin for 9 weeks — as of 27 Jul 2026.
−29.5% ⚠0/4↑ lead22/60▲2>200d7/60▬0 4 RWABREAKING OUT · ahead 22w·RWA has been ahead of Bitcoin for 22 weeks, and 12 of its 24 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−17.6% ·— lead12/24▲2>200d5/24▲3 5 LendingBREAKING OUT · ahead 10w·Lending has been ahead of Bitcoin for 10 weeks, and 10 of its 11 members beat the index by 5% or more over three months — as of 27 Jul 2026.
+28.1% ·— lead10/11▲2>200d3/11▬0 6 Layer 2BREAKING OUT · ahead 10w·Layer 2 has been ahead of Bitcoin for 10 weeks, and 15 of its 24 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−48.9% ·— lead15/24▲2>200d7/24▬0 7 PaymentsBREAKING OUT · ahead 7w·Payments has been ahead of Bitcoin for 7 weeks, and 6 of its 12 members beat the index by 5% or more over three months — as of 27 Jul 2026.
+63.9% ·— lead6/12▲1>200d0/12▬0 8 AIBREAKING OUT · ahead 11w·AI has been ahead of Bitcoin for 11 weeks, and 39 of its 73 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−31.4% ·— lead39/73▲4>200d13/73▼3 9 Liquid StakingBREAKING OUT · ahead 10w·Liquid Staking has been ahead of Bitcoin for 10 weeks, and 7 of its 9 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−41.0% ·— lead7/9▲2>200d2/9▼1 10 Interoperability/BridgesBREAKING OUT · ahead 10w·Interoperability/Bridges has been ahead of Bitcoin for 10 weeks, and 4 of its 10 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−55.1% ·— lead4/10▬0>200d4/10▬0 11 InfrastructureBREAKING OUT · ahead 9w·Infrastructure has been ahead of Bitcoin for 9 weeks, and 5 of its 7 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−69.7% ·— lead5/7▬0>200d1/7▬0 12 DeFiBREAKING OUT · ahead 9w·DeFi has been ahead of Bitcoin for 9 weeks, and 18 of its 37 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−31.5% ·— lead18/37▬0>200d4/36▼1 13 DEXLEADER · ahead 16w⚠2 of 6 DEX members grew trailing-twelve-month protocol revenue versus a year ago, and the theme has been ahead of Bitcoin for 16 weeks — as of 27 Jul 2026.
−12.3% ⚠2/6↑ lead18/33▼2>200d6/33▬0 14 MemeLEADER · ahead 31w·Meme has been ahead of Bitcoin for 31 weeks, and 32 of its 69 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−47.3% ·— lead32/69▼5>200d16/69▲5 15 Perps/DerivativesLEADER · ahead 32w·Perps/Derivatives has been ahead of Bitcoin for 32 weeks, and 3 of its 6 members beat the index by 5% or more over three months — as of 27 Jul 2026.
+12.8% ·— lead3/6▼1>200d1/5▼1 16 PrivacyFADING · −1 in 4w✓2 of 3 Privacy members grew trailing-twelve-month protocol revenue versus a year ago, and the theme has been ahead of Bitcoin for 11 weeks — as of 27 Jul 2026.
+76.3% ✓2/3↑ lead11/24▼1>200d3/24▬0 17 OracleFADING · −2 in 4w·Oracle has been ahead of Bitcoin for 10 weeks, and 2 of its 6 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−67.0% ·— lead2/6▼2>200d1/6▬0 18 DePINASLEEP · 1y −9.2%·DePIN trails Bitcoin by 9% over a year, and 6 of its 19 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−67.2% ·— lead6/19▲1>200d3/19▬0 19 WalletsASLEEP · 1y +31.9%·Wallets trails Bitcoin by 32% over a year, and 4 of its 8 members beat the index by 5% or more over three months — as of 27 Jul 2026.
+23.9% ·— lead4/8▬0>200d1/7▬0 20 NFTASLEEP · 1y +0.5%·NFT trails Bitcoin by 0% over a year, and 2 of its 6 members beat the index by 5% or more over three months — as of 27 Jul 2026.
−28.9% ·— lead2/6▬0>200d1/6▬0All 20 Crypto themes Ranked — Full Table
The same ranking as the board 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. Ranked by breakout stage then earnings confirmation, as of 27 Jul 2026.
| # | Theme | Stage | Members' protocol revenue up | Beating Bitcoin | vs index, 1y |
|---|---|---|---|---|---|
| 1 | Exchange Tokens | TURNING | — | 11 of 21 | +16.2% |
| 2 | Gaming | TURNING | — | 11 of 25 | −11.1% |
| 3 | Layer 1 | BREAKING OUT | 0 of 4 | 22 of 60 | −2.4% |
| 4 | RWA | BREAKING OUT | — | 12 of 24 | −10.0% |
| 5 | Lending | BREAKING OUT | — | 10 of 11 | +24.8% |
| 6 | Layer 2 | BREAKING OUT | — | 15 of 24 | +2.3% |
| 7 | Payments | BREAKING OUT | — | 6 of 12 | +29.8% |
| 8 | AI | BREAKING OUT | — | 39 of 73 | +13.6% |
| 9 | Liquid Staking | BREAKING OUT | — | 7 of 9 | +10.4% |
| 10 | Interoperability/Bridges | BREAKING OUT | — | 4 of 10 | −5.1% |
| 11 | Infrastructure | BREAKING OUT | — | 5 of 7 | −4.6% |
| 12 | DeFi | BREAKING OUT | — | 18 of 37 | +9.9% |
| 13 | DEX | LEADER | 2 of 6 | 18 of 33 | +8.3% |
| 14 | Meme | LEADER | — | 32 of 69 | +11.5% |
| 15 | Perps/Derivatives | LEADER | — | 3 of 6 | +56.7% |
| 16 | Privacy | FADING | 2 of 3 | 11 of 24 | +54.8% |
| 17 | Oracle | FADING | — | 2 of 6 | −3.2% |
| 18 | DePIN | ASLEEP | — | 6 of 19 | −9.2% |
| 19 | Wallets | ASLEEP | — | 4 of 8 | +31.9% |
| 20 | NFT | ASLEEP | — | 2 of 6 | +0.5% |
Questions people ask about the Crypto market
What is the crypto market prediction for today?
No market prediction is published here, for 27 Jul 2026 or any other day — this site forecasts nothing. What it measures instead: 17.3% of 481 Crypto coins are above their 200-day average. 17 of 20 themes are ahead of Bitcoin. The reading is rising.
Which crypto coins are doing well today?
AI is the strongest Crypto theme on this board: 39 of its 73 members are beating Bitcoin. It is 14% ahead of the index over 52 weeks. Meme follows on 32 of 69. Individual coins are named on each theme page.
How many Crypto coins are beating Bitcoin?
238 of 484 Crypto coins are beating Bitcoin, across 20 themes. 13 of those themes are ahead of the index over 52 weeks. Every count on this board is a headcount — one company, one vote — and every theme is equal-weighted, so no single large member can carry one.
How many Crypto coins are above their 200-day average?
17.3% of 481 Crypto coins are above their own 200-day moving average. That is 83 coins in absolute terms. The 200-day average is a trend line, not a signal: it says where price sits relative to its own past year, and nothing about what happens next.
Is this investment advice?
No. Every figure here is a deterministic calculation from published market data and company filings, produced for research. Sector Alpha does not make recommendations and takes no view on buying or selling any security, 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.