If you want to make serious money in crypto over the next 6 months,
these are the 10 narratives you can’t afford to ignore.
Altcoins aren’t dead - but the opportunity has moved.
You just need to know where to look.
🧵: The top 10 narratives in crypto right now.👇
these are the 10 narratives you can’t afford to ignore.
Altcoins aren’t dead - but the opportunity has moved.
You just need to know where to look.
🧵: The top 10 narratives in crypto right now.👇
How to use this thread:
Each tweet is long-form, so I recommend reading the entire thread and bookmarking the most interesting tweets/sectors to dive deeper.
In each tweet, I explain:
• My thesis
• Alts I'm researching
• Tools to help you dive deeper
Pick 2-3 of these narratives and go DEEP if you want to extract an edge.
Each tweet is long-form, so I recommend reading the entire thread and bookmarking the most interesting tweets/sectors to dive deeper.
In each tweet, I explain:
• My thesis
• Alts I'm researching
• Tools to help you dive deeper
Pick 2-3 of these narratives and go DEEP if you want to extract an edge.
1. AI/Agents
If you've been following me for a while, you'll know how vocal I've been on AI's potential in crypto.
We saw some promising use cases earlier this year, but nothing has truly materialised yet. I think that's about to change.
One subsector of the AI narrative that is particularly interesting is AI agents.
The AI agent sector had one of the most aggressive runs earlier this year, and it's showing early signs of strength once again.
The catalyst this time - x402.
Essentially, x402 is like adding a wallet to the internet. It’s a new web standard that lets a website say, “hey, before i give you this data, send me a small payment.”
x402 turns an old unused code into something powerful:
a way for websites, apps, or APIs to get paid instantly, without accounts, subscriptions, or middlemen.
(explanation by @SuhailKakar).
This new narrative is just one example of proper product-market fit enabled by AI agents; they have a ton more real-world PFM use cases (trading, automating research, etc.).
One of the best resources for tracking this entire sector is @cookiedotfun- they have a specialized AI agent-tracking dashboard to make sure you don't miss any hot AI agent opportunities.
Some projects I'm watching within the AI agents sector specifically: @HeyAnonai, @cookiedotfun and various lower cap plays on VIRTUALS. It's still a nascent sector, so there will be many more in the future.
In the broader AI narrative, I'm watching these majors: $ATH, $TAO (plus eco), and $WLD.
(I'm constantly adding new low caps + researching so make sure to follow me @milesdeutscher to stay in the loop).
If you've been following me for a while, you'll know how vocal I've been on AI's potential in crypto.
We saw some promising use cases earlier this year, but nothing has truly materialised yet. I think that's about to change.
One subsector of the AI narrative that is particularly interesting is AI agents.
The AI agent sector had one of the most aggressive runs earlier this year, and it's showing early signs of strength once again.
The catalyst this time - x402.
Essentially, x402 is like adding a wallet to the internet. It’s a new web standard that lets a website say, “hey, before i give you this data, send me a small payment.”
x402 turns an old unused code into something powerful:
a way for websites, apps, or APIs to get paid instantly, without accounts, subscriptions, or middlemen.
(explanation by @SuhailKakar).
This new narrative is just one example of proper product-market fit enabled by AI agents; they have a ton more real-world PFM use cases (trading, automating research, etc.).
One of the best resources for tracking this entire sector is @cookiedotfun- they have a specialized AI agent-tracking dashboard to make sure you don't miss any hot AI agent opportunities.
Some projects I'm watching within the AI agents sector specifically: @HeyAnonai, @cookiedotfun and various lower cap plays on VIRTUALS. It's still a nascent sector, so there will be many more in the future.
In the broader AI narrative, I'm watching these majors: $ATH, $TAO (plus eco), and $WLD.
(I'm constantly adding new low caps + researching so make sure to follow me @milesdeutscher to stay in the loop).
2. Robotics
Another hot subsector of AI - Robotics.
Web2 is pouring billions into this sector, yet the total crypto market cap is just under $400M.
The bull case for robotics is simple: With mass web2/real-world adoption, Web3 will likely become one of the best verticals for speculating on the future of robotics.
This is a relatively new sector, so I don't recommend going too far down the risk curve here.
To keep track of the robotics narrative, @edgenetwork has an excellent tool called Robotscan, which is like an in-depth version of CoinGecko for the entire robotics narrative.
Instead of telling you exact alts for this sector, I recommend using their site to see which robotics protocols align with your personal convictions.
Another hot subsector of AI - Robotics.
Web2 is pouring billions into this sector, yet the total crypto market cap is just under $400M.
The bull case for robotics is simple: With mass web2/real-world adoption, Web3 will likely become one of the best verticals for speculating on the future of robotics.
This is a relatively new sector, so I don't recommend going too far down the risk curve here.
To keep track of the robotics narrative, @edgenetwork has an excellent tool called Robotscan, which is like an in-depth version of CoinGecko for the entire robotics narrative.
Instead of telling you exact alts for this sector, I recommend using their site to see which robotics protocols align with your personal convictions.
3. Prediction Markets
Prediction markets have a very compelling bull case:
It's one of the few markets where the average person can have a real information edge.
It's also a very early narrative, with a ton of Pre-TGE projects, which makes it a great farming opportunity for potential airdrops.
In this sector, I'm mainly interested in the leaders: @Polymarket & @Kalshi (Polymarket token is confirmed), but this doesn't mean I'm ignoring smaller platforms/protocols.
Here's my prediction markets 101 guide (tools + how to build a real edge trading in PM):
Prediction markets have a very compelling bull case:
It's one of the few markets where the average person can have a real information edge.
It's also a very early narrative, with a ton of Pre-TGE projects, which makes it a great farming opportunity for potential airdrops.
In this sector, I'm mainly interested in the leaders: @Polymarket & @Kalshi (Polymarket token is confirmed), but this doesn't mean I'm ignoring smaller platforms/protocols.
Here's my prediction markets 101 guide (tools + how to build a real edge trading in PM):
4. Privacy
a16z just published an excellent piece on the strong demand for robust privacy protocols in crypto.
As Web3 adoption goes mainstream, there's a direct correlation with an increase in the need for proper privacy.
Within this sector, $ZEC has been very strong and is one alt I'm actively trading. But there are many more.
The tool I recommend for diving deeper into this sector is @CoinMarketCap, as it's the only tool with a dedicated Privacy list (aside from CoinGecko).
a16z just published an excellent piece on the strong demand for robust privacy protocols in crypto.
As Web3 adoption goes mainstream, there's a direct correlation with an increase in the need for proper privacy.
Within this sector, $ZEC has been very strong and is one alt I'm actively trading. But there are many more.
The tool I recommend for diving deeper into this sector is @CoinMarketCap, as it's the only tool with a dedicated Privacy list (aside from CoinGecko).
5. Revenue-Generating Protocols
I think as we enter the last phase of this cycle, it's best to focus on projects with real revenue.
This time last year, the market was obsessed with memes. Now, it's the exact opposite.
This is the cycle of flows. Projects that leverage revenue to create positive token flows via buyback/burn flywheels come out the big winners.
You can track income & revenue via @DefiLlama, @Dune & @tokenterminal, which are tools I rely on regularly to check project revenue health.
Good examples of projects in this sector are $HYPE, $PUMP, and $ENA.
I think as we enter the last phase of this cycle, it's best to focus on projects with real revenue.
This time last year, the market was obsessed with memes. Now, it's the exact opposite.
This is the cycle of flows. Projects that leverage revenue to create positive token flows via buyback/burn flywheels come out the big winners.
You can track income & revenue via @DefiLlama, @Dune & @tokenterminal, which are tools I rely on regularly to check project revenue health.
Good examples of projects in this sector are $HYPE, $PUMP, and $ENA.
6. Stablecoins
Stablecoins have achieved the best product-market fit in crypto.
Therefore, it would be remiss of me not to include this sector on my list.
Getting exposure to the upside within this sector is tricky, as you can't directly trade stablecoins the same way you can with other altcoins.
What I recommend focusing on are strong projects/chains focused on building the future of stablecoins and potentially trading their native tokens.
@CryptoSlate is a good resource for sorting top stablecoins & stablecoin-related projects.
Pro-tip: You can also focus on high-yield stablecoin opportunities to take advantage of this sector and make use of any idle stables you have lying around.
Stablecoins have achieved the best product-market fit in crypto.
Therefore, it would be remiss of me not to include this sector on my list.
Getting exposure to the upside within this sector is tricky, as you can't directly trade stablecoins the same way you can with other altcoins.
What I recommend focusing on are strong projects/chains focused on building the future of stablecoins and potentially trading their native tokens.
@CryptoSlate is a good resource for sorting top stablecoins & stablecoin-related projects.
Pro-tip: You can also focus on high-yield stablecoin opportunities to take advantage of this sector and make use of any idle stables you have lying around.
7. RWA/Tokenisation
Like this AI agents sector, RWA had a massive run earlier this year, and I think when it comes back, it could do big multiples from its bottom prices.
And with such intense demand (bringing tangible assets on-chain), it's a sector I certainly wouldn't be ignoring right now.
One of my favorite tools for researching this sector is @RWA_xyz.
They have an excellent dashboard that tracks the private credit market, commodities, and a ton more.
Some projects I like that are building the future for RWA: @maplefinance, @ChintaiNetwork, @ClearpoolFin, @pendle_fi and @multiplifi.
Like this AI agents sector, RWA had a massive run earlier this year, and I think when it comes back, it could do big multiples from its bottom prices.
And with such intense demand (bringing tangible assets on-chain), it's a sector I certainly wouldn't be ignoring right now.
One of my favorite tools for researching this sector is @RWA_xyz.
They have an excellent dashboard that tracks the private credit market, commodities, and a ton more.
Some projects I like that are building the future for RWA: @maplefinance, @ChintaiNetwork, @ClearpoolFin, @pendle_fi and @multiplifi.
8. Perp DEXs
While this trade may seem slightly oversaturated, I still think there is some opportunity within this narrative.
My bull case thesis mainly stems from the fact that a ton of protocols are still doing massive S1/S2 airdrops.
On the other hand, more than ever, you just have to be careful about picking the exact protocols you want to trade and/or actively farm.
@DefiLlama has the easiest dashboard for scanning top Perp DEX opportunities. You can also use their "Airdrop" tab to scan for tokenless protocols.
While this trade may seem slightly oversaturated, I still think there is some opportunity within this narrative.
My bull case thesis mainly stems from the fact that a ton of protocols are still doing massive S1/S2 airdrops.
On the other hand, more than ever, you just have to be careful about picking the exact protocols you want to trade and/or actively farm.
@DefiLlama has the easiest dashboard for scanning top Perp DEX opportunities. You can also use their "Airdrop" tab to scan for tokenless protocols.
9. DATs
This is one of the sectors I don't see discussed enough.
Digital asset treasuries.
Essentially, tokens which are acquired by major companies and added to their asset treasuries.
I think there are still many asymmetries here. There are some very savvy protocols using DATs to their advantage (there is an interesting play on $ATH, for example, I think is worth looking into).
This is one of the sectors I don't see discussed enough.
Digital asset treasuries.
Essentially, tokens which are acquired by major companies and added to their asset treasuries.
I think there are still many asymmetries here. There are some very savvy protocols using DATs to their advantage (there is an interesting play on $ATH, for example, I think is worth looking into).
10. ICM
Lastly, I decided to include the Internet Capital Markets narrative on this list, as I still think the narrative has some upside left.
@ahboyash has a really good infographic on how to leverage this narrative going forward.
Tools to use: Believe Screener & Believe Launches.
The graphic also has potential alts to watch right now.
But beyond the existing alts, I think the big play is keeping an eye out for companies launching on blockchain rails.
There are many startups that are choosing web3 due to how it facilitates quicker raising, go-to-market, and more aligned incentives (and easier regulation).
Lastly, I decided to include the Internet Capital Markets narrative on this list, as I still think the narrative has some upside left.
@ahboyash has a really good infographic on how to leverage this narrative going forward.
Tools to use: Believe Screener & Believe Launches.
The graphic also has potential alts to watch right now.
But beyond the existing alts, I think the big play is keeping an eye out for companies launching on blockchain rails.
There are many startups that are choosing web3 due to how it facilitates quicker raising, go-to-market, and more aligned incentives (and easier regulation).
My sector watchlist cheatsheet:
I hope you enjoyed this thread.
If you did, be sure to follow me @milesdeutscher.
To stay in the loop with the development of these narratives, I'm also posting daily market updates on Telegram.
Join below (it's free).👇
If you did, be sure to follow me @milesdeutscher.
To stay in the loop with the development of these narratives, I'm also posting daily market updates on Telegram.
Join below (it's free).👇
https://twitter.com/1530033576/status/1921971671310721524
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