Capital Flows and Crypto Narratives: A Deep Dive
Bitcoin has just reached a new all-time high! We've observed a fascinating dynamic: the US Dollar surged, then retreated, while Bitcoin rallied. As capital flows from the USD to Bitcoin and then into large-cap cryptocurrencies, the question arises: What's the next big narrative? Will it continue to be AI, Real-World Assets (RWAs), GameFi, or Meme tokens?
Regardless of the prevailing narrative, liquidity is key. Identifying and following the flow of capital can provide a significant advantage over chasing pumps. Instead, let the pump come to you.
Here's my current watchlist:
AI: NEAR, ICP, RENDER
RWA: ONDO
GameFi: GALA, APE (APECHAIN), RON
Meme: PEPE, WIF, POPCAT (I'm aiming for PEPE to break into the top 20, ideally the top 15)
