Sector Alpha Week of 2026-07-27

Crypto · Momentum

vs Bitcoin · week of 2026-07-27
49% COINS 238 of 484 coinsbeating Bitcoin by 5%+ over 3 months themes expanding10of 20
#themevs index · 26wT F L B2 years vs indexin momentum
1 AIBREAKING OUT · ahead 11w· 73 coins · ahead 11 weeks running · median member +11.2% RS ↑11w · 13/73 >200d (−3) · 39/73 lead (+4) · EPS —

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.

TFLB 39/73 ▲ +4 in 4w
2 MemeLEADER · ahead 31w· 69 coins · ahead 31 weeks running · median member +11.4% RS ↑31w · 16/69 >200d (+5) · 32/69 lead (−5) · EPS —

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.

TFLB 32/69 ▼ −5 in 4w
3 Layer 1BREAKING OUT · ahead 9w 60 coins · ahead 9 weeks running · median member −2.9% RS ↑9w · 7/60 >200d (+0) · 22/60 lead (+2) · EPS 0/4↑

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.

TFLB 22/60 ▲ +2 in 4w
4 DEXLEADER · ahead 16w 33 coins · ahead 16 weeks running · median member +6.3% RS ↑16w · 6/33 >200d (+0) · 18/33 lead (−2) · EPS 2/6↑

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.

TFLB 18/33 ▼ −2 in 4w
5 DeFiBREAKING OUT · ahead 9w· 37 coins · ahead 9 weeks running · median member +6.5% RS ↑9w · 4/36 >200d (−1) · 18/37 lead (+0) · EPS —

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.

TFLB 18/37 ▬ 0 in 4w
6 Layer 2BREAKING OUT · ahead 10w· 24 coins · ahead 10 weeks running · median member +19.0% RS ↑10w · 7/24 >200d (+0) · 15/24 lead (+2) · EPS —

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.

TFLB 15/24 ▲ +2 in 4w
7 RWABREAKING OUT · ahead 22w· 24 coins · ahead 22 weeks running · median member +6.5% RS ↑22w · 5/24 >200d (+3) · 12/24 lead (+2) · EPS —

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.

TFLB 12/24 ▲ +2 in 4w
8 GamingTURNING · ahead 1w· 25 coins · behind the index this week · median member −3.0% RS ↑1w · 2/25 >200d (+0) · 11/25 lead (+2) · EPS —

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.

TFLB 11/25 ▲ +2 in 4w
9 PrivacyFADING · −1 in 4w 24 coins · ahead 11 weeks running · median member +0.5% RS ↑11w · 3/24 >200d (+0) · 11/24 lead (−1) · EPS 2/3↑

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.

TFLB 11/24 ▼ −1 in 4w
10 Exchange TokensTURNING · ahead 1w· 21 coins · behind the index this week · median member +8.2% RS ↑1w · 3/21 >200d (+1) · 11/21 lead (+4) · EPS —

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.

TFLB 11/21 ▲ +4 in 4w
11 LendingBREAKING OUT · ahead 10w· 11 coins · ahead 10 weeks running · median member +24.6% RS ↑10w · 3/11 >200d (+0) · 10/11 lead (+2) · EPS —

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.

TFLB 10/11 ▲ +2 in 4w
12 Liquid StakingBREAKING OUT · ahead 10w· 9 coins · ahead 10 weeks running · median member +19.0% RS ↑10w · 2/9 >200d (−1) · 7/9 lead (+2) · EPS —

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.

TFLB 7/9 ▲ +2 in 4w
13 DePINASLEEP · 1y −9.2%· 19 coins · behind the index this week · median member −3.7% RS — · 3/19 >200d (+0) · 6/19 lead (+1) · EPS —

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.

TFLB 6/19 ▲ +1 in 4w
14 PaymentsBREAKING OUT · ahead 7w· 12 coins · ahead 7 weeks running · median member +9.3% RS ↑7w · 0/12 >200d (+0) · 6/12 lead (+1) · EPS —

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.

TFLB 6/12 ▲ +1 in 4w
15 InfrastructureBREAKING OUT · ahead 9w· 7 coins · ahead 9 weeks running · median member +19.0% RS ↑9w · 1/7 >200d (+0) · 5/7 lead (+0) · EPS —

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.

TFLB 5/7 ▬ 0 in 4w
16 Interoperability/BridgesBREAKING OUT · ahead 10w· 10 coins · ahead 10 weeks running · median member +2.5% RS ↑10w · 4/10 >200d (+0) · 4/10 lead (+0) · EPS —

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.

TFLB 4/10 ▬ 0 in 4w
17 WalletsASLEEP · 1y +31.9%· 8 coins · behind the index this week · median member +8.3% RS — · 1/7 >200d (+0) · 4/8 lead (+0) · EPS —

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.

TFLB 4/8 ▬ 0 in 4w
18 Perps/DerivativesLEADER · ahead 32w· 6 coins · ahead 32 weeks running · median member +8.1% RS ↑32w · 1/5 >200d (−1) · 3/6 lead (−1) · EPS —

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.

TFLB 3/6 ▼ −1 in 4w
19 NFTASLEEP · 1y +0.5%· 6 coins · behind the index this week · median member −8.6% RS — · 1/6 >200d (+0) · 2/6 lead (+0) · EPS —

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.

TFLB 2/6 ▬ 0 in 4w
20 OracleFADING · −2 in 4w· 6 coins · ahead 10 weeks running · median member −6.6% RS ↑10w · 1/6 >200d (+0) · 2/6 lead (−2) · EPS —

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.

TFLB 2/6 ▼ −2 in 4w

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.

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