Observing the current narrative

MEME Coins: $BONK, $BOME, $WIF, $POPCAT, $TRUMP, $MOG

Thought - MEME coins have rallied significantly but have also seen the biggest sell-off. I expect them to outperform in bullish conditions.

Solana Tokens: $SOL, $JUP, $WIF, BONK, $RAY, $PRCL, $FIDA

Thought - The first Solana ETF has filled. Huge fundamental upgrades from blockchain linking and ZK compression. Bullish!

AI Narrative: $RNDR, $TAO, $AKT, $NMT, $OCTA

Thought - Oops! Took a big hit. But not completely dead.

Ethereum Beta: $MKR, $ENS, $LDO, $UNI, $PENDLE

Thought - No clear direction. The ETF outflow narrative is strong at the moment.

RWA Narrative: To be honest, I don’t quite understand why the RWA token is not moving.

Thoughts – Blackstone pushes RWA narrative after ETF approval.