looking at this treemap, something shifted this week that caught my attention.

defi just flipped l1s for mindshare dominance.

we have not seen this pattern in months, maybe longer.

the green sections tell the story here - defi protocols are grabbing more conversation share while layer 1s took a step back from their usual top spot.

what is driving this rotation?

could be the recent yield farming opportunities, new protocol launches, or just natural market cycles playing out.

the data shows defi at the forefront again, which feels significant given how l1 narratives have dominated crypto twitter for so long.

infrastructure & data held steady at 8%, which makes sense - these categories do not swing as wildly with sentiment shifts.

memes dropped to 5% from higher levels, suggesting attention moved toward more fundamental plays.

the timing feels intentional.

defi summer vibes might be returning, or at least the market is pricing in that possibility.

when mindshare shifts this dramatically, price action usually follows within weeks.

worth watching if this trend continues or if it is just a brief rotation before l1s reclaim dominance.

either way, the attention economy in crypto just got more interesting.