DefiLlama was built to track DeFi in a way anyone could understand and use.

Stocks are increasingly a larger part of our user’s portfolios, and we want to provide data & transparency for investors just like we do for DeFi.

In pursuit of our mission to be the one place to track all investments, we built a suite of Equities dashboards.

Now you can track and analyze top industries and sectors. Track everything using the data setup you’re already familiar with:

  • Weighted performance & returns

  • Rotations by period

  • Rankings via a multitude of filters: mcap, earnings, revenue, P/E, employee count, and much more

  • Upcoming earnings reports: calendar, projections, and market cap at stake

Technology is the #1 sector by market cap. Semis make up $11T of the $30T sector, but Semiconductor Equipment & Materials industry have outperformed the sector.

Semis, software infra, and internet content have seen positive growth across all time frames.

Consumer electronics are down today and over the last 7d, but are up +22% YTD, the second highest amount of growth outside of semis.

Financial Services are one of the only sectors that have seen negative growth YTD.

This week is a relatively light week for earnings reports (aside from Delta and PepsiCo).

Next week, however, will see over $5T in market cap at stake with Financial Services & Biotech sector earnings reports. Over $2.3T is set to report on Tuesday alone.

A few market-wide insights:

  • Leadership is concentrated in AI hardware: Semis and semi equipment are the only large industries where more than 90% of names are up over the last month.

  • Mega-cap gains are hiding a weak median stock: Removing the 10 largest names from equities data turns a 1.84% index return into -0.20%.

  • Financials and rate-sensitive sectors are under pressure: Asset managers, banks and mortgage-linked groups are all down 12-18% over 30d. With trillions at stake, next week’s earnings reports will be telling and may change how these equities perform through the end of the year.

LlamaAI

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What are the strongest and weakest equity industries over the last month?

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Which crypto card is best?

Between so many options, country restrictions and different rewards programs, it’s quite difficult to find the right crypto card.

Our new crypto card dashboard compares 30 cards side-by-side so you don’t have to.

Start with country of residence, and directly compare fees, cash back, integrations and limits.

The dashboard also tracks card perks: which cards offer airport lounge access, a concierge, AI subscription credits and more.

During the month of September, total card payment volume approached $900m for the first time ever.

RedotPay leads all cards in payment volume, followed by Nexo and EtherFi Cash.

Last year, Mastercard processed nearly 3x Visa’s payment volume. In 2026, Visa has closed the gap and over the last quarter has processed more volume than Mastercard.

LlamaAI can do it all

Introducing LlamaAI Terminal: add custom indicators using real DefiLlama data, directly into TradingView charts.

The environment you’re used to, now with all of the onchain data at your fingertips.

Show us what you build, tag @defillama on X.

Investing in community banks based on…cookies?

Are you overpaying to trade on your exchange?

We definitively answer this question with real data, and a R.E.A.L. (Reserves, Execution, Activity, Liquidity) ranking.

To find the perfect exchange for you: start with a region - 250 countries are covered.

See multi-dimensional liquidity, fee breakdowns, cost to move $1k and compliance data.

Find the exchange that best fits your needs, and any exchange link takes you directly to signup.

Don’t let fake volume and liquidity numbers hide the real cost of trading.

DefiLlama Research

Schedule a call with our analyst team at DefiLlama Research for more market insights and to explore our market intelligence tools.

Zama is DeFi's universal entry point for shielding, transferring, earning, and swapping digital assets confidentially.

THORChain offers an interesting case study: its swap-ordering mechanism has operated for years, making conventional sandwich attacks at the protocol level economically unviable while protecting more than 1.1 million unique wallets that have swapped on the network.

Market Overview

Yield Watch This Week

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What yield pools currently earn over 9% APY, have over $1m in TVL, have a Stability Score over 50, and have a Verified Exit Status?

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