MM₿ Profile picture
Jan 21, 2023 16 tweets 17 min read Read on X
$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 Image
#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/ Image
#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/ ImageImage
#NFTFi narrative
$LOOKS $JPEG @nftperp $SUDO

Still early, one of the major narratives in 2023.

4/ ImageImage
#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/ ImageImage
#Metaverse narrative
$MLT

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

Would rather focus on new coins.
$MLT

6/ Image
#Gaming narrative
$PVR, $WAS (degen play)

Certainly a narrative to look for in 2023.

7/ Image
#Watch2Earn narrative
$VRA

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

8/ Image
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/ ImageImage
#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/ ImageImageImage
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/ Image

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More from @MM_BTC

Jan 22, 2023
$BTC 2023/2024

The Echo Bubble &
The Fed Pivot &
The Waller Rule

My long term view for #bitcoin.
Let's dive into.

1/ 🧵👇
There was an interesting post form @SatoshiFlipper with remarks from @TrueCrypto28 today.

"23k --> 35k/40k by mid year then a corrective 2nd half then full bull 2024/25"

Let's have a closer look, why I this is a very thoughtful view.



2/
The run to 35k/40k in H1 2023 would be the echo bubble 2023 many talking about lately.

But what's a echo bubble?

3/
Read 12 tweets
Mar 21, 2021
$BTC - The next major cycle top

1/

In this THREAD I'm going to explore the idea in detail, why I think the next major local or the major top could be at

$120.000 end of April 2021

#bitcoin #BTC
2/ First of all, it is important to get a feeling at what point we are in the current cycle.

Bitcoin "Rainbow" Chart (Log regression chart)

In the chart below you can see, that we are now entering the FOMO phase, similar to late Nov 2017 or late Oct 2013. Image
3/ Every time we enter the FOMO phase, there is a fast last parabolic move to the final cycle top.

Let's have a deeper look, when and at what price this parabolic move could start.

The Bitcoin Investor Tool

Every time the red line breaks, the parabolic move starts. Image
Read 13 tweets

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