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Top narratives:
BTC L2s - $ORDS, $SAVM, $MAP, $TET, $SPACE
Restaking - $RSTK, $VEC, $ALT
Fast L1 - $SUI, $SEI, $MANTA, $METIS
Modular - $DYM, $TIA, $INJ
Beta narratives:
AI - $OLAS, $FET, $TAO
Derivatives - $MUX, $CAD, $HOLD
RWA - $TRADE, $IXS $RIO $SPOOL, $ONDO
Gamma narratives:
- Privacy - $ROSE, $ATOR
- Bots - $UNIBOT, $BANANA
Note: My main positions are in the fast L1, modular, RWA, and some restaking. DYOR.