26 Mar 2024

Q1 Roundup – Strong Start, Froth, And Exciting Times

Q1 has been a strong start to this year for crypto. Which narratives will keep outperforming long term? Which narratives currently have momentum?
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  • Q1 has been a strong start for crypto markets this year. Bitcoin continues to outperform alts but they are not far behind.
  • Navigating Narratives considers 3 major narratives that we expect to outperform as this cycle continues.
  • We look at 2 sectors that currently have some momentum going into Q2.
  • Q1 closed out with some signs of froth, such as a memecoin dev accidentally burning $10m. Nonetheless, this is not too dissimilar from previous cycles.
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