AI > LSD > China > Arb > Meme > LSDfi > ETF > Telebot > Gamble > DWF > MK Leader > ?

In the crypto market, its important to know which narrative dominates the market.

Every month, a fresh narrative emerges, each with its own distinct leader.

2023 Narratives:

[1] AI (22. 12~)

OpenAI's ChatGPT boom has brought the crypto AI sector into the spotlight.

  • Top Performer - $AGIX $FET (~10x)

  • Top Performer - $AGIX $FET )

[2] LSD (23. 1~)

After the Ethereum merge, staking demand rose, and LSD gained traction.

  • Top Performer - $LDO (~4x)

  • Outperformer - #RPL #FXS #SD

[3] China (23. 2~)

China narrative emerges with news that Hong Kong will allow crypto trading starting in June.

  • Top Performer - $CFX (~15x)

  • Outperformer - #PHB #KEY #HIGH

[4] Arbitrum Season (23. 3~)

The upcoming launch of Arbitrum has sparked a lot of interest in related ecosystem projects.

  • Top Performer - $GRAIL $RDNT (~10x)

  • Outperformer - #GNS #JOE

[5] Meme 2.0 (23. 4~)

The advent of BRC-20, and the subsequent popularity of PEPE, sparked a meme craze.

  • Top Performer - $PEPE (~25x)

  • Outperformer - #WOJAK #AIDOGE #BOB

[6] LSD-fi (23. 5~)

Projects that utilize the liquidity of LSD are starting to gain traction.

  • Top Performer - $PENDLE (~5x)

  • Outperformer - #LBR

[7] Bitcoin ETF + BlackRock (23. 6~)

BlackRock's application for a Bitcoin Spot ETF led to a rise in BTC-Beta.

  • Top Performer - $BCH (~3x)

  • Outperformer - #BSV #STX #ALEX


[8] Telegram Bot (23. 7~)

elegram-based projects have sparked market interest by generating substantial revenue.

  • Top Performer - $UNIBOT (~15x)

  • Outperformer - #PAAL #Lootboxes

Current Narrative:

Solana Ecosystem

Solana's surge impacted ecosystem projects.

  • Top Performer - $BONK (~7x)

  • Outperformer - $NEON $HONEY

New Coin + Cosmos

Projects launched in 2023 within the Cosmos ecosystem garnered significant attention.

  • Top Performer - $TIA $KUJI $SEI (~3x)

  • Outperformer - $NTRN

AI

$NVDA's record highs and growing demand for decentralized AI infrastructure have captured market interest.

  • Top Performer - $TAO (~4x)

  • Outperformer - $OCEAN $RNDR $AKT $FET


Gaming

The news of GTA 6's release ignited the Game narrative.

  • Top Performer - $SUPER (~4x)

  • Outperformer - $PRIME $PYR $IMX

Strategic Insights

1. When the market lacks momentum, it tends to focus on only a few key narratives.

2. However, as the market heats up and gains more attention, it rapidly switches its focus among various narratives and categories.

3. On average, the lifespan of a new narrative typically lasts around one month.

4. It's rare for the second-tier alternatives to outperform the narrative leaders.

==> Grasping short-term market rotations and identifying consistently high-performing categories, or medium-term narratives, is key to understanding market trends.

I hope you've found this thread helpful.

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