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#Bitcoin | #Ethereum | Not financial advice |

Jan 21, 2023, 16 tweets

$BTC

Timing the #crypto narrative cycle.
Which #alts I bought, and when to accumulate again?

Narratives, #alpha & charts for my favorite #altcoins.
🔥🔥🔥

The final stage of the #BearMarket is where you build the foundation for future #wealth.

1/ 🧵

Enjoy👇

#bitcoin $BTCUSD

#AI narrative
$FET, $CTXC, $AIRI

The parabolic move already played out, we are in the final stage before major correction.

$FET, $AIRI (degen play)

2/

#LSD narrative
$LDO, $FRX, $RPL, $SWISE, $SD

The parabolic move already played out, a second wave will start with $ETH Restaking @eigenlayer

$FRX, $SD (degen play)

3/

#NFTFi narrative
$LOOKS $JPEG @nftperp $SUDO

Still early, one of the major narratives in 2023.

4/

#Dex perps, #L2 ecosystem
$WOO, $GMX, $OP, #Arbitrum, $DPX, $VELA
$CHNG (Crosschain Dex)

Still early, one of the major narratives in 2023.

Degen plays $DPX, $VELA

5/

#Metaverse narrative
$MLT

Major narrative of last cycle. Down bad. Pumped recently. $GALA, $MANA, $SAND, $AXS

Would rather focus on new coins.
$MLT

6/

#Gaming narrative
$PVR, $WAS (degen play)

Certainly a narrative to look for in 2023.

7/

#Watch2Earn narrative
$VRA

Pumped hard lately on #news and #AI narrative.
Strong community.

8/

New #L1s narrative

$MTRG (PoW StableCoin)
$AZERO (Privacy)
$KAS (Scalable PoW)

New L1s with improved technology and unique features. Still early, not hype yet.

9/

#L2 zkEVM narrative
@zksync, @StarkWareLtd

When these project launches coins, #hype is programmed.

10/

Strong #L1 ecosystems narrative
$ATOM $FTM $SOL

$ATOM is my favorite here.

The two with the worst capitulation events
$FTM (@AndreCronjeTech is back).
$SOL has still a strong community. Amazing recovery.

11/

On-Chain #Gambling narrative
$RLB

This is very early, but definitely keep an eye on this.
There are many interesting projects building.

12/

#SocialFi narratives
$STFX (public sale soon)

Very early, we will see, if this gains traction.

But #L3 apps will be a thing in 2023/2024 after #L2 hype is here.

13/

And the final one... $ETH
Most of my stack is and always will be in #Ethereum

14/

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