Crypto Narratives
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Link to my "Crypto Narratives" newsletter : https://cryptonarratives.substack.com/

Link to my Twitter profile : https://twitter.com/thedefivillain

Link to the TG degen channel : https://t.iss.one/shitcoinsandgems
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I vividly remember that someone on CT posted a chart of $INJ in early 2024 and he said that it lost its trend and would probably be and underperformer from now on

He was dead right
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$OMEGA looks great here

I just love the esthetics of that coin so much

β§«β§«β§«β§«β§« Ξ© β§«β§«β§«β§«β§«
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Hopefully Saylor announces that they bought dust like $300M worth of $BTC
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Crypto Narratives
Hopefully Saylor announces that they bought dust like $300M worth of $BTC
$200M announced 😬

Not surprising given the CB discount all week, but it also looks like we've not been in the blACkOut pEriOD yet

https://x.com/saylor/status/1873716433919803868
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Coinbase discount above $250 wow
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Memes relative strength noticeable on the spaghetti chart
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Fully deployed right now

I will lever up if we get sub $90k but I'd prefer not to see it
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It's an AI agent world
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Crypto Narratives
It's an AI agent world
Lol
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I am buying $FUEL now that it's listed on Bybit perps

I think it's a very overlooked L2 play

Adding on any dip
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Disrespect spotted in the daily chart of a $1.5bn FDV asset listed on Coinbase
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Happy new year, frens !
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MSTR premium to NAV is now down to 1.7x, the lowest it's been since May 2024.

It will be interesting to see how low this settles at.

The lower the premium, the more interesting it gets to buy $MSTR instead of $BTC if you think the cycle has not topped
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Crypto Narratives
MSTR premium to NAV is now down to 1.7x, the lowest it's been since May 2024. It will be interesting to see how low this settles at. The lower the premium, the more interesting it gets to buy $MSTR instead of $BTC if you think the cycle has not topped
Haters will be very happy to mock MSTR and the moment they will be the most vocal about it will be a great time to buy MSTR

(I don't trade stocks so I won't buy tho, and buying BTC is obviously way less risky)
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Crypto Narratives
That being said VIRTUAL - $3.4bn MC AI16Z - $1.3bn FARTCOIN - $870M GOAT - $440M AIXBT - $370M While GOAT was the leader not too long ago ? Yeah, GOAT should be a good r/r here
$GOAT had a final capitulation after this tweet but seems to have clearly bottomed and has found strength again now.
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Great support zone on $FWOG for a bounce here
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$KEKIUS is a much better meme than $DMAGA was, but be careful at $400m mcap and with Elon likely to change PFP soon again

(Spoiler : he does not give a single f about your memecoin and him going back to his usual pfp is guaranteed)
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Crypto Narratives
$KEKIUS is a much better meme than $DMAGA was, but be careful at $400m mcap and with Elon likely to change PFP soon again (Spoiler : he does not give a single f about your memecoin and him going back to his usual pfp is guaranteed)
$KEKIUS will obviously be a great short WHEN he switches his pfp again if you are reacting fast enough (shorting before that would be a useless headache). One of the only places where you can short it is on Ox.fun
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The hottest on-chain coins with large volume usually exhibit a sharp V-shape recovery after their first big drawdown
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$ATA looks strong

It seems to benefit from the AI narrative, and does have negative funding
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The market has elected $MORPHO as a winner

It tends to retrace a lot of its pumps brutally though

Looking to buy dips on it
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