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Crypto Narratives

Crypto Narratives

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Link to my "Crypto Narratives" newsletter : https://cryptonarratives.substack.com/ Link to my Twitter profile : https://twitter.com/thedefivillain Link to the TG degen channel : https://t.me/shitcoinsandgems

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تُعد قناة Crypto Narratives (@cryptonarratives1) في القطاع اللغوي الإنكليزية لاعباً نشطاً. يضم المجتمع حالياً 21 664 مشتركاً، محتلاً المرتبة 5 339 في فئة العملات المشفرة والمرتبة 1 824 في منطقة الولايات المتحدة.

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منذ تأسيسه في невідомо، حقق المشروع نمواً سريعاً وجمع 21 664 مشتركاً.

بحسب آخر البيانات بتاريخ 26 يوليو, 2026، تحافظ القناة على نشاط مستقر. خلال آخر 30 يوماً تغيّر عدد الأعضاء بمقدار -40، وفي آخر 24 ساعة بمقدار -6، مع بقاء الوصول العام مرتفعاً.

  • حالة التحقق: غير موثّقة
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Link to my "Crypto Narratives" newsletter : https://cryptonarratives.substack.com/ Link to my Twitter profile : https://twitter.com/thedefivillain Link to the TG degen channel : https://t.me/shitcoinsandgems

بفضل وتيرة التحديث المرتفعة (أحدث البيانات بتاريخ 27 يوليو, 2026) تحافظ القناة على حداثتها ومستوى وصول مرتفع. وتُظهر التحليلات تفاعلاً نشطاً من الجمهور، ما يجعلها نقطة تأثير مهمة ضمن فئة العملات المشفرة.

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Almost all coins are in complete no-man's-land, if you try to force a trade on them you end up with "1R" trades that are quite shitty

$HYPE can look as shit as you want but whenever the whole market dumps, you can be certain it suddenly trades flat

I'm thinking $TAO needs a proper shakeout before being interesting again to long Maybe all the way down to $150
+1
I'm thinking $TAO needs a proper shakeout before being interesting again to long Maybe all the way down to $150

$HYPE has a similar chart but on a more elongated timeframe 50DMA here Bouncing back into it could provide a decent short
$HYPE has a similar chart but on a more elongated timeframe 50DMA here Bouncing back into it could provide a decent short

Uptrend now broken on $LIT (Shorting the bounce back into the 20DMA was a good trade if you're into MAs, which I'm not)
Uptrend now broken on $LIT (Shorting the bounce back into the 20DMA was a good trade if you're into MAs, which I'm not)

You get roughly twice a month a clean "sell-the-news" trade to take advantage of in crypto markets, on average

Google earnings and increased planned capex are switching the polarity again: it’s bearish hyperscalers (assuming they will a
Google earnings and increased planned capex are switching the polarity again: it’s bearish hyperscalers (assuming they will all announce something similar…) and bullish infra/semi/memory MAGS down vs DRAM/SMH up for the first hour of the US session

That was actually a perfect retest on oil Right after everyone got convinced that nothing would be able to bounce the oil pri
That was actually a perfect retest on oil Right after everyone got convinced that nothing would be able to bounce the oil price anymore

Tradfi names I favor when buying AI dips: $MU $SNDK $INTC $AMD $NBIS $MRVL $DELL

I have really not seen a lot of great altcoin trades lately Flaccid crypto market (despite BTC doing more than okay) The stoc
+1
I have really not seen a lot of great altcoin trades lately Flaccid crypto market (despite BTC doing more than okay) The stock market has been more interesting with that insane volatility on memory and the whole AI complex Buying dips + soft-martingaling on the over-extended sell-offs + taking partial profits on the bounce (I'm keeping some core long exposure) has been working quite well In crypto, the strategy of adding on 'extremely oversold' levels will often get you rekt with a death liquidation candle, but in equities, it kind of works

You feel okay buying a cute dog with a hat meme because Ansem is on fire and is pushing it But when you have to buy the ticker ANSEM with the same thesis, it just becomes giga cringe It's like explaining the joke, you kind of kill the spirit

The $BTC capitulation happened in early July on the dump from $75k to sub $60k after Strategy 32 BTC 'test sale' That's where
The $BTC capitulation happened in early July on the dump from $75k to sub $60k after Strategy 32 BTC 'test sale' That's where it massively underperformed altcoins

The situation in Iran has clearly been escalating again big time, but now no one is falling for the "oil to $200" narrative ever again and people have mentally moved on, even though we're roughly in the same situation as during the middle of the 'war'

What went wrong here? $TON / $GRAM is crazy weak
What went wrong here? $TON / $GRAM is crazy weak

I believe that AI = memory remains true right now Feeling good about holding a long-term $MU position from these discount price, while trading the short-term volatility too It could take a while to get back to ATH given the washout, but I think bears are wrong

Very nice and consistent strength on ZEC but it also feels extremely consensus now Sometimes consensus is right and it's a no
Very nice and consistent strength on ZEC but it also feels extremely consensus now Sometimes consensus is right and it's a no-brainer... I haven't made up my mind on it Keep in mind that the Ironwood update is scheduled for July 28, so it's a clear catalyst that could lead to outperformance before, and underperformance after the event.

Probably unwise to short $KAITO too early Reminds me of the $IP crime run
Probably unwise to short $KAITO too early Reminds me of the $IP crime run

$JTO JTX platform launch on July 14 Another sell-the-news trade
$JTO JTX platform launch on July 14 Another sell-the-news trade

Not even a bounce at the IPO price They farmed retail pretty well on that one "Let me long before the unlocks because it's a
Not even a bounce at the IPO price They farmed retail pretty well on that one "Let me long before the unlocks because it's a 4% float stock" I wonder how low $SPCX goes, sub $100 is probably guaranteed at some point (But I am definitely not short at the current price, the risk of a bounce is too high)