This week’s Navigating Narratives marks the final edition in the series. With that, this article offers a snapshot of today’s crypto market and some key tips going forward as the wild altcoin space continues to evolve.lg...more

Two weeks after launch, Raydium’s LaunchLab is gaining traction as it looks to lure Pump’s users with new incentives and features. The key question remains: will it build lasting momentum — or fade quickly à la SunPump?lg...more

JPMorgan projects that yield-bearing stablecoins will eventually occupy up to 50% of the stablecoin sector. We have a closer look at CAP's cUSD - a new yield-bearing stablecoin that places a greater emphasis on decentralization for retail’s benefit.lg...more

Altcoin traders remain risk-averse, but that does not mean there are no opportunities in the market. Navigating Narratives looks at 3 areas to focus on for yield/airdrop farming.lg...more

Pump.fun ended its partnership with Solana DEX Raydium, launching its own AMM – PumpSwap. Raydium has lost a significant chunk of Solana trading volume essentially overnight, but the team is not giving up without a fight.lg...more

The “sovereign dApp” is setting in motion a major shift in the crypto economy, as some of crypto’s most successful dApps opt for their own independent chain.lg...more

Navigating Narratives has a closer look at Wildcat and its push to expand on-chain credit markets.lg...more

Ethereum's Pectra upgrade will have a distinct focus on improving its lagging UX. The only thing lagging worse than Ethereum’s UX is ETH price, and we believe it will take more than Pectra to turn around ETH sentiment in an already depressed market.lg...more

The altcoin space is going through another cleanse, and many recently launched projects will never be heard of again. Meanwhile, a select group of battle-tested coins continue to prove their staying power.lg...more

The altcoin market looks bleak, but favorable regulation, institutional participation, and DeFi/RWA growth support a brighter future.lg...more

HyperEVM is up and running, albeit with limited features, as it launches just four days after Hyperliquid expands its spot markets through "Unit". Unfortunately for HYPE, these developments come with the backdrop of a depressed altcoin market.lg...more

With big catalysts in the pipeline, Hyperliquid aims to keep up the hype. We have a closer look at the L1’s plans for growth and expansion.lg...more

The weekend’s wipeout has seemingly worsened altcoin sentiment, but we believe this shift has been an ongoing trend as altcoin trading simply becomes more challenging.lg...more

Mini Dapps powered by Kaia went live on LINE messenger last week, introducing the first round of “Kaia Wave’s” Dapps to 230 million monthly active users. A big win, but this is only the first step the Kaia Foundation is taking to push the network's growth.lg...more

The $TRUMP launch will go down in crypto history with Solana booking a record daily fees of $35 million during a frenzy of memecoin mania, What does this mean for the next 4 years?lg...more

DeFAI - a combination of DeFi and AI - is the latest iteration of the crypto AI wave that looks to improve DeFi UX and help users gain an edge.lg...more

Pudgy Penguins, under the leadership of Luca Netz, has become one of crypto’s major success stories. A new token and a closely associated L2 launch in "Abstract" provide more opportunities in the Pudgyverselg...more

Twitter timelines are flooded with rudimentary AI agents spewing out "chatbot slop". REI is the impressive flagship agent of a new framework that pushes crypto AI forward. Navigating Narratives takes a closer look at the REI network.lg...more

Avalanche9000, otherwise known as the Etna upgrade, went live this week. We consider whether it is likely to revitalize Avalanche's image and help it recapture market share in the L1 sector.lg...more

AI memecoins paved the way for a whole new sector - crypto AI agents. Is this a genuine pivot from meme to tech, or is it merely memetech? Navigating Narratives takes a closer look.lg...more

Base has drawn in a ton of capital as it establishes itself as the leading Ethereum L2. Will this trend continue? What’s happening on Base to attract all this capital? We have a closer looklg...more

Whispers of an ETH season can be heard, and we believe there is merit to the idea with a tight invalidation.lg...more

Is DeSci the future of scientific research, or is it more meme than tech? Navigating Narratives has a closer look.lg...more

The promise of favorable crypto regulation after a Republican sweep has reinvigorated the animal spirits for DeFi. We discuss what this shift will look like and what tokens to consider for the brewing DeFi renaissance. lg...more

GRASS had one of the most widely distributed airdrops of all time, with 2.8 million wallets receiving allocations. We dive deeper into the Grass network and consider whether GRASS will continue to grow.lg...more

Ethena is a DeFi project with some true fundamentals as their yield-bearing synthetic dollar - USDe - continues to see rapid growth. But does USDe’s growth translate to value accrual for the protocol’s underlying ENA token?lg...more

$GOAT rose to $607M market cap in just 2 weeks and set in motion a new "AI memecoin" narrative within the memecoin sector. Does this new concept have any staying power, or is it merely another KOL grift? We have a closer look.lg...more

Sei is the first Ethereum Virtual Machine (EVM) based blockchain to implement parallelized transactions. Is this enough of a narrative to make it catch up with the likes of Sui and Aptos?lg...more

Aptos's APT is winning favor with speculators once more, but there are fundamental reasons to be bullish.lg...more

Q3 was bad for most alts and choppy for most others, but market structure shifted in the final weeks, resulting in bullish momentum as we enter Q4.lg...more

Kaia is uniquely positioned to bring more crypto utility to the world, focusing on the Asian market. We look at how they plan to do it and how investors may gain exposure to the new ecosystem.lg...more

Sui has market-leading L1 technology, and SUI price has recently started to reflect this. Can SUI continue its momentum in the face of impending unlocks?lg...more

Rollbit's casino business is going from strength to strength, while its native token shows signs of a reversal.lg...more

DeFi is fiercely competitive, and that brings opportunity for traders and investors.lg...more

AI tokens led a strong rally out of the August 5 lows, but will this rally "fail like all the others"?lg...more

Pump.fun enables anyone to launch a Solana memecoin at zero cost, which has led to a massive surge in memecoin launches. Solana has been dubbed the "memecoin chain", but we consider if this is warranted and whether traders should even get involved.lg...more

Solana is more than just memecoins. The ecosystem continues to produce great new products, and recently launched products continue to prove themselves. Today, we look at one of those - $JLP. lg...more

Crypto is no stranger to a liquidation cascade like the one we saw last weekend. There are uncertainties going forward, but there is also opportunity.lg...more

Bunni v2 is using Uniswap v4 to create a next-generation DEX dedicated to maximizing liquidity-provider profits in all market conditions.lg...more

Mantle has seen a big inflow of capital, largely driven by incentive programs. ETH ETFs could keep building hype for Ethereum ecosystem plays, and we explore some within the Mantle network.lg...more

Tapioca has ambitious goals to shake up the DeFi money market sector. Can TapiocaDAO/USDO become the next MakerDAO/DAI?lg...more

Markets are difficult to navigate, but there are certain junctures where your decision-making is quite simple. With BTC and ETH meeting their 200-day moving averages for the first time since October 2023, the market is in such a place right now.lg...more

Q2 was red for alts, but exciting nonetheless with airdrop drama, token proliferation, and a memecoin vacuum. We review the quarter and consider how it has solidified our view on how altcoin traders should adjust to a new market regime.lg...more

Airdrops have been declared dead, but is this really the case?lg...more

Aptos has made significant tech advancements and some say it will overtake Solana, but is advanced tech enough to win market share?lg...more

Telegram is on a mission to onboard millions into crypto – but will they manage to do it?lg...more

ETH season may be upon us, but what ETH beta stands the best chance to outperform?lg...more

There is growing pushback from crypto natives against a trend of projects with questionable launches/tokenomics, but industry leaders might change this for the better. lg...more

Fantom seeks to recapture the attention of crypto natives with a massive network upgrade.lg...more

Memecoins are going nowhere. For better or for worse, they are a core feature of the crypto industry.lg...more

Friend.tech has dropped their token, but there are other opportunities in SocialFi and beyond.lg...more

A new token standard on Ethereum is producing a cool new digital art concept - but is the timing right?lg...more

Can ONDO continue to perform despite some lacklustre tokenomics?lg...more

STFX is going from strength to strength, but will the token catch up with booming platform metrics?lg...more

Avalanche wants to win in crypto gaming. With opportunities to earn airdrops by simply playing beta releases, there is no reason not to have some exposure.lg...more

Crypto is changing in some significant ways, how should we adjust our approach to trading the markets in response?lg...more

Q1 has been a strong start to this year for crypto. Which narratives will keep outperforming long term? Which narratives currently have momentum?lg...more

SOL is catching the headlines, but BSC is heating up as BNB is within reaching distance of a new all-time high. Will the West ignore another BSC season?lg...more

SocialFi is garnering attention once more as the friend.tech airdrop is expected this spring and pre-market trading volume for points picks up. But there is a new competitor in town…lg...more

Cosmos has produced many winners, but some projects remain relatively undervalued and underutilised by crypto participants.lg...more

AI has dominated headlines everywhere lately, with a local top looking likely here. Even so, crypto AI will continue to be a major narrative this cycle.lg...more

Airdrops are all the buzz lately, now that we are seeing some sizeable allocations due to favourable market conditions. However, using good protocols earns you airdrops without the need to “hunt”.lg...more

The crypto industry will only grow if we can create a smoother experience for both users and developers utilising the myriad of chains and dApps. ZetaChain looks to build that future with its omnichain solution.lg...more

DeFi wizards continue to push for further ETH yield using EigenLayer technology. Vector Reserve provides an intriguing product for yield hunters, but what about the protocol tokens?lg...more

You have to stay versatile when navigating crypto markets. If we begin trending down, how do we adjust our approach to the markets? What if this was just a routine pullback before we ascend higher?lg...more

Crypto markets are ruthless. To survive, you must provide a service for which users have a real need. THORChain demonstrates this as it has shown true resilience through all the noise.lg...more

DePIN is a relatively small crypto market with big potential, for the narrative at least…lg...more

Restaking is more than a hot narrative for 2024, this innovation will reshape the DeFi landscape. But how should we approach it as traders?lg...more

Markets can go much higher or much lower than most people are prepared for. Understanding this can improve your trading immensely.lg...more

Sei is a Cosmos-based L1 with an expressed specialisation in the exchange of digital assets. Claiming to be the fastest blockchain in the industry, the potential for a sticky narrative is present. lg...more

2023 has been a good year for alts, particularly Q4. However, this is only a fraction of what is possible in a full-blown bull run. NN discusses how our bias has changed on certain narratives, and wrap up the year by putting this uptrend into perspective.lg...more

DeFi will only take off if the user experience keeps improving. Crypto traders love perps, and there is one perp DEX that is innovating while growing faster than the rest…lg...more

Celestia’s TIA is positioned to benefit when ETH rallies vs. its competitors. A new coin with fundamental value at the centre of “Ethereum scaling”? Sounds like a narrative brewing!lg...more

Parallel is the most anticipated crypto game to date, with recent approval for release on the Epic Games Store and Steam. How might one gain exposure to it? Will the game be sustainable? Does this even matter from a trader’s point of view?lg...more

Navigating Narratives is our weekly DeFi and altcoin series looking at investment strategies and potential token plays. This week, we look closer at Photo Finish - a Solana based horseracing game.lg...more

The WINR protocol is a GambleFi infrastructure project that could become a major player in decentralized gambling. This week, we have a closer look at the WINR protocol and its odds of success.lg...more

Navigating Narratives, our weekly research article on DeFi trading. In this article, we look at how Solana development is pushing things forward and consider some promising protocols with airdrop potential for DeFi traders.lg...more

This week, we outline why you should test out the Injective ecosystem, and potentially pick up some INJ exposure on a market pullback. It is time to explore this cosmos!lg...more

Pendle has produced an impressive product, catering to both casual users and advanced DeFi traders. But does this translate to $PENDLE being a good long opportunity? Read on and find out!lg...more

This week we dive back into the narratives explored earlier this fall. What has changed? Which tokens are defying the risk-off market? Should we shift our theses?lg...more

Though full-scale RWA adoption may be years away, the altcoin narrative will likely unfold sooner. Dive into this week's Navigating Narratives to prepare for the potential RWA hype cycle.lg...more

In this week's Navigating Narratives, we run you through the most promising DeFi options protocols and show how to gain exposure to the on-chain options narrative. lg...more

Remnants of past glory are of little worth in the altcoin market. In this week's Navigating Narratives, DeFi analyst David Zimmerman gives you the full rundown on why you should invest in new coins rather than the old. lg...more

In this week's Navigating Narratives, our DeFi analyst David Zimmerman shows you how you can outsource your DeFi trading to proven altcoin traders - in a fully trustless manner. lg...more

The common way to profit in altcoin trading has been to buy early, hope for the rip, and sell before it crashes. In this week's Navigating Narratives, David Zimmerman argues that you should have more than the buy-and-hope strategy in your toolbox. lg...more

David Zimmerman looks closer at the prospects and investment opportunities in crypto gaming. Crypto gaming tokens provided opportunity for astronomic profits in the last bull run, but you had to sell in time! Will it be different now?lg...more

The difficulty of interacting with DeFi is a significant blocker for broader adoption. Unibot is making it easier than ever before to interact with DeFi - and there is a token involved. Learn more in DeFi analyst David Zimmerman's latest article.lg...more

It’s Crypto - Stay On Your Toes!lg...more

Crypto natives love to speculate. They love to bet on market direction and they have a great appetite for risk. It’s no surprise then, that GambleFi has developed into a major narrative. lg...more