Notes
Study past 90-day performance data on crypto market, and narratives, and you'll get hints on future price action.
Memes rallied in the past 90 days—not all of them, but some with strong attention and community vibes.
Memes will continue to do well here and there, but catching them at the right time and exiting at the right time will always be difficult unless you're a pro meme degen who knows their stuff well.
Old dino DeFi coins like AAVE and CVX did well, both scoring more growth compared to BTC. They were up around 15% in the past 3 months, while 95% of coins were scoring negative growth according to the index map of 200 coins in 10 narratives by @dyorcryptoapp.
RWA is still looking like a good bet, considering the growth recorded by $OM. It's one of the best trades of 2024, with people up around 47x in the past 12 months.
$KASPA did almost 2x in the past 3 months, proving the point of community alignment outside of memes.
Fundamental and community alignment will drive the next set of winners in tranches. Study AAVE's growth curve; it may be boring for small investors, but it's sustainable for whales. Similar patterns will form in other blue-chip DeFi coins, especially those showing month-over-month growth in usage and revenue.
Keep tracking fundamental data to gain an edge over the market when the right time comes. You need a single platform to track all sorts of demand data—it's called @dyorcryptoapp, and it's free to use.
We're going to make it public next week.
