【Highlight】The sector rotation in a bull market can generally be viewed from two dimensions:
1. In a complete bull market, the order of capital rotation is usually: BTC → ETH and public chains/L2 → currently popular sectors → Web3 infrastructure → GameFi → NFT → meme coins/altcoins → end of the bull market.
However, the environment and rotation order in this bull market have changed, with meme coins becoming the primary battleground.
2. If a particular coin successfully tests the market's buying volume and sentiment, the market makers of other similar sector coins may also start to follow suit, driving up the prices of other coins in the sector.
Today, the storage and wallet sectors have also started to rise. Although the increase is smaller than other popular sectors, there has been some performance.
So, which sectors have not caught up yet? Will there be a wave of catch-up rotation? For example, SocialFi?