[MARKET NARRATIVES HISTORY] One of the best way to outperform the market is to understand the narratives. This thread will be used to keep track of the crypto market narratives as time goes on. Hope you will find it useful : 🧵👇

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@CryptoMatheos This kind of signal does hit very very rarely

@RunnerXBT There is no fix

Wut ? Are these related or not at all ?

The GME narrative is kinda dead and the stock is destined to bleed. They hold a lot of cash anyway, buying BTC would be the best move to revive the stock imo

$GODS trading at $0.24 on Coinbase spot and $0.185 on Bybit perps -4% funding DWF szn

@Darrenlautf Quant @Awawat_Trades says because of the color of the logo

@0xmock One difference is that I've seen BERA bulls on my TL for months/years, while I discovered SAGA a few weeks before its launch, mostly because the TIA pump lead to a modularity hype. PA could be similar, but in terms of floor finding, BERA's one should be higher

One coin is resisting to the market dump

If you are complaining about seeing political stuff that you don't like on the 'for you' timeline, you are definitely interacting a lot with these tweets I literally checked the 50 first tweets of my for 'you page' and they are all crypto-related You are addicted to tweets that make you mad, stop blaming the algorithm lmao

@Awawat_Trades absolutely

That's a lot of stuff for one month

January recap : - New $BTC ATH at $109k - Inauguration, no SBR announced but a Working Group on crypto - New $XRP ATH at $340bn FDV + strength in 'USA dino coins' - $TRUMP launch, ran to $75bn, liquidity blackhole - $MELANIA launch, ran to $14bn and destroyed the market - New $SOL ATH at $295 after TRUMP launch - BTC dominance up, inverse alt szn - AI agents topped, then got destroyed - Memecoins worst performers, capitulation across the board - FARTCOIN strongest memecoin, topped at $2.7bn MC - New $SUI ATH at $54bn FDV - $VINE and $JELLYJELLY launch, new web2 memecoin meta ? - $TOSHI up 10x after Coinbase listing - XRP and SOL CME futures coming, ETFs prob follow - $LTC ETF filed - DeepSeek news lead to a short-term dump in the market - Uncertain macro lead to BTC kissing $90k range lows - Murad coins comeback : $SPX to $1.7bn MC and $GIGA to almost $1bn - Vitalik entered 'war mode' while ETHBTC made new cycle lows - SOL ecosystem coins strong : $JUP $RAY

This slide shows how you should understand MicroStrategy's business : - They take the [high returns + high volatility] provided by Bitcoin (input) - And they offer a wide range of securities (fueled by this 'BTC engine') to the capital markets (output) This generates a "permanent" flow of capital into $BTC coming from people that don't want to outright buy BTC but are interested in the return/yield profile of the securities (convertible bonds, preferred stocks) offered by MSTR.

There has not been any significant announcement during the (Micro)Strategy earnings call. They are planning a 15% BTC yield in 2025 which should result in at least $10bn additional buying pressure on $BTC, but that's a floor, so not a very useful number. They have been deleveraging the balance sheet since the election and will probably focus on re-levering now with fixed income products.

A few examples of FDV tops in 24/25 : STRK - 26bn FDV MOVE - 12bn FDV ALEO - 10bn FDV ME - 8bn FDV SUPRA - 7bn FDV IO - 5bn FDV VANA - 4bn FDV FB - 4bn FDV BERA at 4bn is far from outrageous (on a relative basis obviously) Market is in angry mode rn