Narrative
Hook: Infrastructure rotation is broadening; 4 categories are moving together. What happened: The leader moved down 24%, with broad participation reinforcing the rotation. Why it matters: This pattern suggests a potential shift in market focus, which could impact liquidity. Receipts: 4 categories moved; leader changed by -24%; 46% of category volume shifted. How to verify: Check category movement; monitor volume shifts; observe if this pattern repeats.