Sector rotation · 2026-09-08 11:05 NZST

DATA HEALTH LIMITED · funding_stale; cvd_stale

Sector rotation

Aerospace/Defense -2.6%Aerospace/Defense -2.6%DeFi +48.9%DeFi +48.9%Infrastructure +44.0%Infrastructure +44.0%Layer2 +56.7%Layer2 +56.7%Pharma (AI Discovery) +1.5%Pharma (AI Discovery) +1.5%Privacy +57.5%Privacy +57.5%RWA -5.8%RWA -5.8%Water +1.1%Water +1.1%others (15) +0.3%others (15) +0.3%

ohlcv_cache · 12.3h

Sector heatmap

AI · +8.2% · 13AI+8.2%Layer1 · +15.3% · 10Layer1+15.3%Oil & Energy · +4.0% · 8Oil & Energy+4.0%DeFi · +17.2% · 8DeFi+17.2%Blue Chip · +2.6% · 5Blue Chip+2.6%Gaming / Metaverse · +4.4% · 8Gaming /Metaverse+4.4%Rotation (Cu/U/BTC) · -5.8% · 5Rotation (Cu/ U/BTC)-5.8%AI Agents · +6.0% · 6AI Agents+6.0%Mac7 · +0.1% · 6Mac7+0.1%Privacy · +27.5% · 5Privacy+27.5%Security · +5.0% · 8Security+5.0%Layer2 · +29.4% · 3Layer2+29.4%Uranium/Nuclear · -1.0% · 7Uranium/Nuclear-1.0%Blue Chip Crypto · +9.8% · 2Blue ChipCrypto+9.8%Infrastructure · +7.1% · 2Infrastruct+7.1%Pharma (AI Discovery) · +0.0% · 3Pharma (AIDiscovery)+0.0%Precious Metals · -1.4% · 8PreciousMetals-1.4%RWA · +7.5% · 3RWA+7.5%Water · -1.4% · 7Water-1.4%Aerospace/Defense · -4.0% · 8AerospacDefenseAssociated Stocks & AI Ecosystem · -2.1% · 1Meme · +1.0% · 2Renewables/EV · +7.7% · 7RenewablEV
−15%0+15%

hunt_breadth · 14.5h

Leaders & breadth

SectorTypeLeader7d avgFollowers
AIMixedCRM+8.2%9
AI AgentsMixedWLD/USDT+6.0%3
Aerospace/DefenseStocksBA-4.0%0
Associated Stocks & AI EcosystemStocksNET-2.1%0
Blue ChipCryptoBNB/USDT+2.6%4
Blue Chip CryptoCryptoADA/USDT+9.8%1
DeFiCryptoUNI/USDT+17.2%6
Gaming / MetaverseMixedRBLX+4.4%4
InfrastructureCryptoASTER/USDT+7.1%1
Layer1CryptoTIA/USDT+15.3%9
Layer2CryptoARB/USDT+29.4%2
Mac7StocksTSLA+0.1%3
MemeCryptoDOGE/USDT+1.0%0
Oil & EnergyStocksSLB+4.0%7
Pharma (AI Discovery)StocksJNJ+0.0%1
Precious MetalsStocksPA=F-1.4%1
PrivacyCryptoDASH/USDT+27.5%3
RWACryptoONDO/USDT+7.5%1
Renewables/EVStocksCHPT+7.7%0
Rotation (Cu/U/BTC)StocksNXE-5.8%0
SecurityStocksOKTA+5.0%3
Uranium/NuclearStocksCEG-1.0%2
WaterStocksAWK-1.4%1

RESEARCH ONLY · observation, not a trade recommendation · DRY_RUN standing gate

Research and market information only. Not financial advice, not a recommendation to trade, no execution, no custody. Every number shows its source and age. Read limitations.