A new narrative will emerge every month in 2023, namely: AI > LSD > China > Arb > Meme > LSDfi > ETF > Telebot > Gamble > DWF > BRC20 >?
2023 Narrative:
1 AI (22.12~)◆OpenAI's ChatGPT craze has made the field of crypto AI the focus of attention.
◆Best Performer - $AGIX $FET (~10x)
◆Excellent performance - #OCEAN#CTXC
2 LSD (23. 1~)◆After the Ethereum merger, the demand for staking increased, and LSD gained attention.
◆Best Performer - $LDO (~4x)
Excellent performance -#RPL#FXS #SD
3 China (23.2~)
◆The Chinese narrative emerged with the news that Hong Kong will allow cryptocurrency trading starting in June.
◆Best Performer- $CFX (~15x)
◆Excellent performance -#PHB#KEY #high
4 Referee Season (23. 3~)
Arbitrum’s upcoming launch has sparked a lot of interest in related ecosystem projects.
◆Best Performer - $GRAIL $RDNT (~10x)
◆Excellent performance -#GNS#goe
5 Meme2.0 (23.4~)
The emergence of BRC-20 and the subsequent popularity of PEPE sparked a meme craze.
◆Best Performer - $PEPE (~25x)
◆Excellent performance -#WOJAK#AIDOGE #boba
6 LSD-fi (23.5~)
◆Projects utilizing LSD liquidity are beginning to attract attention.
◆Best Performer - $PENDLE (~5x)
◆Excellent performance- #lbr
7 Bitcoin ETF + BlackRock (23.6~)
BlackRock's application for a Bitcoin spot ETF led to an increase in BTC-Beta.
◆Best Performer - $BCH (~3x)
◆Outstanding performance -#BSV#STX #ALEX
8 Telegram Bot (23. 7~) -
Telegram-based projects have stimulated market interest by generating large amounts of revenue.
◆Best Performer - $UNIBOT (~15x)
◆Excellent Performance - #PAAL #loot
9 Gambling (23.8~)
◆Gambling was also highlighted as a sector that generates a large amount of revenue.
◆Best Performer - $RLB (~5x)
◆Excellent performance -#WINR#FUN #DMT
10 DWF laboratory pump (23.9~)
◆The market's attention to DWF Labs has led to an increase in related projects in the market.
◆Best Performer - $YGG (~5x)
◆Excellent performance -#AGLD#DODO #orbs
11 Market leaders emerge (23. 10~)
Bitcoin’s upward trend and shift to a bull market has given cryptocurrencies a “leader stock” phenomenon, mirroring stock market dynamics
◆Best Performer - $SOL $INJ $RUNE (~4x)
◆Excellent performance - #link
Current Narrative:
1. Solana Ecosystem
- Solana's surge impacts ecosystem projects
◆Best Performer - (~7x)
Excellent Performance - SNEON SHONEY
2. New Coin + Cosmos
Projects launched within the Cosmos ecosystem in 2023 have attracted a lot of attention.
◆Best Performer - STIA SKUI SSEl (~3x)
◆Outstanding Performance- $NTRN
3.AI
SNVDA’s record highs and the growing demand for decentralized AI infrastructure have sparked market interest.
◆Best Performer - STAO (~4x)
Outstanding Performance - $OCEAN SRNDR $AKT SFET
4 Gaming
- The announcement of GTA 6 ignited the craze for the game.
◆Best Performer - $SUPER (~4x)
◆Excellent Performance - SPRIME $PYR $IMX
Strategic Insights 1. When a market lacks momentum, it tends to focus on just a few key narratives. 2. However, as a market heats up and gains more attention, its focus quickly shifts between narratives and categories. 3. On average, the life cycle of a new narrative usually lasts about a month. 4. Second-tier alternatives rarely outperform narrative leaders. Capturing short-term market rotations and identifying categories or mid-term narratives that continue to outperform is key to understanding market trends
