POPA ReconNarratives by July Capitalization Performance
Narratives by July Capitalization Performance Weight July's narratives by market cap instead of taking the median, and the table rearranges itself - two sectors flip sign entirely, per CryptoRank. Capitalization performance by narrative: • RWA: +17.8% • GameFi: +8.9% • Restaking: +7.1% • Meme: −2.3% • L2: −2.8% • DePIN: −13.2% • AI: −13.8% AI is the cleanest example. Its median token finished July up 3.3%, but weighted by size the sector lost 13.8% - a 17-point gap that puts the damage almost entirely in the largest names. L2 breaks the same way (+7.6% median, −2.8% weighted). GameFi breaks…
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