Narratives and my expectations for the upcoming narratives

1) L1 narratives -> it's easy. I still see potential in side L1s and once they pump the ecosystems will follow and give some time to onboard (SUI, SEI,...)

2) #RWA narrative -> I'm holding for some time $MPL and I'm slowly buying some $RIO. Both shows strength and RWA narrative has many reasons to pump after the AI narrative pumps we've seen in the previous days. the main drivers from large-caps will probably be $ONDO and $MKR (and small caps follow).

3) Restaking narrative -> no I'm not buying EGP or something. I'm waiting patiently for $EIGEN to see how market will price it. In the case $EIGEN pumps over

$10 bil. I think the rest of restaking projects like Renzo, Eigenpie or Ethfi will follow

4) Bitcoin ecosystem/Defi -> I'm watching mainly STX and the reaction on Nakamoto upgrade. It can bring fresh some fresh money into the BTC eco again

5) Uniswap V4 and dinosaur DeFi -> V4 is a big thing despite most of the market still overlook it. It can bring good TVL into the projects with flexible staking like AAVE etc. I think V4 is both - a threat for small cap (a lot of new ways how to steal money/rug) and an opportunity for small caps. But I'm super excited about it because it can bring a lot of innovation into the DeFi and start a new DeFi narrative wave.

What will be the first narrative pumping? Who knows - I'm not oracle. I'll watch closely the main players on the field and prepare interesting projects to quickly catch waves.