Weekly Tokens + Narrative Watchlist
• $ENA
- “New and exciting + serious project” = Ethena
- Achieved the highest returns among major dApps in the past 7 days, earning $8 million.
- TAM increases significantly by accepting BTC collateral.
• $ORDI
- Serves as the default memecoin proxy for the BTC halving cycle.
- On April 4, Franklin Templeton wrote a report on the Bitcoin ordinal.
- Scheduled to be listed on Coinbase Futures on April 11th, with the Stacks Nakamoto upgrade starting on April 16th.
• $FTM
- Andre Cronje said, "Sonic upgrades are still coming in the spring, with bigger goals for the summer."
- Recently, Solana has experienced network congestion. With its "horizontal scaling" philosophy, Fantom may indirectly benefit from this problem.
• $ALT
- Eigenlayer TGE is rumored to be taking place in mid-April, something Arthur Hayes hinted at.
- Altlayer is the leading Eigen-beta with "Restaked Rollup Narrative".
- $ALT stakers are likely to receive airdrops of $EIGEN and $XTER.
• $DOGE
- In recent years (2021, 2022, 2023), Doge has been showing a trend of maintaining upward momentum until the day before Doge Day (4/20).
• $MANTLE
- Mantle guarantees high returns for $MNT stakers via Ethena/Pendle
- An airdrop of $PUFF has been conducted for $MNT stakers, and the price of $PUFF has reached an all-time high, attracting retail funds.
- As a result, Mantle’s TVL and holders are hitting new highs every day, acting as a catalyst for upward momentum.
• $ANKR
- AI + dePIN + BTC LST + RaaS = Ankr
- Since @Neura_io is re-evaluating the utility of the $ANKR token.
- Expect a big announcement at Stable World AI on April 15th.
• $STG
- Layerzero co-founder hints that Stargate V2 is coming soon.
- Currently, it is the leading bridge in terms of transaction volume and DAU.
- The launch of Wormhole $W is causing a re-evaluation of the value of interoperability projects.
