DeFi, DeFAI, and DeSci are currently the three strongest narratives in the crypto space. Not continuously tracking their mental shares, price trends, KOL opinions, and catalysts is akin to wasting a huge profit opportunity in a volatile market.
I will outline these narratives one by one in the following structure:
Mental Share: Used to find the most followed projects
Market Sentiment: Everyone is optimistic about the projects
Smart Followers: Understand what top accounts are following
Top Performers: Identify the projects that have moved the fastest in the past 7 days and the past 24 hours within this narrative
Mental Share / FDV: Explore the relationship between attention and valuation
Funding Rate: See if bulls or bears are overly enthusiastic
DeFAI Narrative Overview
1. Mental Share
$GRIFT—86.84% (mainly because this term appears frequently on crypto Twitter, just my personal opinion)
$GRIFFAIN—13.16%
2. Market Sentiment
$ANON has the best market sentiment
3. Smart Followers
$LMT leads the list, followed closely by $GRIFT and $ANON
4. Top Performers
Past 7 Days
Past 24 Hours
5. Mental Share / FDV
I removed the GRIFT project because its community heat mainly comes from people exposing scams on the timeline. The adjusted icon reflects a more realistic comparison of the token's actual mental share to FDV.
6. Funding Rate
Bulls are increasing funds in the perpetual contract market.
1. Mental Share
$LINK—14.26%
$MNT—14.26%
$AAVE—11.71%
$PENDLE—10.87%
$ENA—6.62%
$UNI—6.62%
$EIGEN—5.09%
$EUL—5.09%
$ENS—4.24%
2. Market Sentiment
$MNT leads bullish sentiment.
3. Smart Followers
$UNIT leads this chart
4. Top Performers
Past 7 Days
Past 24 Hours
5. Mental Share / FDV
The top five relevant tokens currently are: $TANGO, $EUL, $PENDLE, $HOME, $DOLO.
6. Funding Rate
Today, retail investors are pushing $LINK up together.
1. Mental Share
$BIO—37.5%
$CRYO—12.50%
$RIF—12.50%
$RSC—12.50%
$URO—12.50%
$YNE—12.50%
2. Market Sentiment
$URO is currently the token showing the strongest bullish sentiment.
3. Smart Followers
$CRYO has the highest ratio of smart followers
4. Top Performers
Past 7 Days Past 24 Hours
Past 24 Hours
5. Mental Share / FDV
Compared to its FDV, $URO has the highest market mental share.
6. Funding Rate
