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
显示更多📈 Telegram 频道 Crypto Narratives 的分析概览
频道 Crypto Narratives (@cryptonarratives1) 英语 语言赛道中的 是活跃参与者。目前社区聚集了 21 661 名订阅者，在 加密货币 类别中位列第 5 113，并在 美国 地区排名第 1 813 位。
📊 受众指标与增长动态
自 невідомо 创建以来，项目保持高速增长，吸引了 21 661 名订阅者。
根据 26 十月, 2026 的最新数据，频道保持稳定运转。过去 30 天订阅人数变化为 11，过去 24 小时变化为 1，整体触达仍然可观。
- 认证状态： 未认证
- 互动率 (ER)： 平均受众互动率为 25.19%。内容发布后 24 小时内通常能获得 15.64% 的反应，占订阅者总量。
- 帖子覆盖： 每篇帖子平均可获得 5 458 次浏览，首日通常累积 3 389 次浏览。
- 互动与反馈： 受众积极参与，单帖平均反应数为 32。
- 主题关注点： 内容集中在 mstr, hype, chart, axs, eth 等核心主题上。
📝 描述与内容策略
作者将该频道定位为表达主观观点的平台：
“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”
凭借高频更新（最新数据采集于 27 十月, 2026），频道始终保持新鲜度与高覆盖。分析显示受众积极互动，使其成为 加密货币 类别中的关键影响点。
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| 日期 | 订阅者增长 | 提及 | 频道 | |
| 27 十月 | 0 | |||
| 26 十月 | +8 | |||
| 25 十月 | +4 | |||
| 24 十月 | +10 | |||
| 23 十月 | +5 | |||
| 22 十月 | +8 | |||
| 21 十月 | +10 | |||
| 20 十月 | +7 | |||
| 19 十月 | +4 | |||
| 18 十月 | +1 | |||
| 17 十月 | +1 | |||
| 16 十月 | +11 | |||
| 15 十月 | +6 | |||
| 14 十月 | +2 | |||
| 13 十月 | +13 | |||
| 12 十月 | +13 | |||
| 11 十月 | +1 | |||
| 10 十月 | +9 | |||
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| 01 十月 | +9 |
频道帖子
| 2 |  +1The first rule of scam coins is that *anything* can happen
Their return distributions have MUCH fatter tails than those of organic coins
This matters because an unlevered spot long can 'only' lose 100%, while the upside has no hard ceiling
With similarly higher odds of extreme moves in either direction, the upside outcomes can add far more to expected returns than the downside outcomes subtract
It sounds silly but I believe that's what makes the EV positive and why you should be skewed long on scam coins (we have a history of enough upside silliness to justify being exposed) | 2 468 |
| 3 |  +3Some coins are perma-shorts
$XRP
$XLM
$HBAR
$SUI
$TRUMP
Whenever they get a meaningful squeeze, you can bonk them
The dino coins had an insane run in late 2024, and then pumped strongly again during the next risk-on season in mid 2025, which is quite rare, and implies that the digestion/under-performance phase will be very long. There's no reason for XRP to trade above $1, and time will correct this exuberance.
SUI also reached an unbelievably high FDV in 2025 ($56bn!), but everyone knows it's not the future of France and it's just the shiny alt L1 from the last cycle, which still trades at a very large valuation. There's too much muscle memory in the market so SUI can easily get squeezed once the altcoins are pumping, but any of these moves is a good opportunity to get short on it.
TRUMP is now a worthless memecoin that is programmed to fade into irrelevance. Here, the only thing that matters is to avoid being a victim of the short squeezes such as the one we had in August (impressive +160% pump). But TRUMP will trade below $1 at some point, and once again, shorting the squeezes is a gift. | 3 221 |
| 4 |  First higher low on ZECBTC since late September
Let's see how it will react at the resistance again | 2 800 |
| 5 |  +1One of the setups I like with scam coins is to get into a position after a coin crashed hard but its price action has been stabilizing
You get an excellent r/r with this setup because your downside is very small and the coin can easily pull a 3x or more
$ARIA | 2 868 |
| 6 |  BTC refuses to go below $80k, which makes me moderately bullish, at least for a short-term bounce
It might be time for stocks to have a rebound too
Overall we're still just in chop territory where I don't want to take large directional bets | 3 027 |
| 7 |  +1This dump on $STRK is vicious lol
It already had this relentless down only PA after its pump one year ago... | 3 480 |
| 8 |  Selling the news is a trade that simply always works
$AERO | 3 869 |
| 9 |  Usually when $HYPE looks like that, there's suddenly a super bullish narrative/news that comes out to pump it
Obviously, $HYPE is now 4x larger than on its January bottom, so it gets increasingly harder to push it higher after bullish news
(My bias would be for more pain in the short-term but as you can see on the chart, in 2026 it's been more interesting to look for longs after a -20% drawdown) | 6 255 |
| 10 |  Holding a basket of 50 small scam coin positions and waiting for them to do their thing is very EV+
$IRYS basically went up 40x in 3 days
Having tagged IRYS as a scam coin was not complicated at all, the hard part is that you have to wait during 6 months in dead charts before a sudden burst happens
I'll share a list of all the scam coins in a few days.
Most of them won't pump, but the few that do will drive the returns for the whole basket | 4 128 |
| 11 |  Aero launched yesterday | 4 019 |
| 12 |  To get a sense of how extreme (and especially relentless) this AI-stock sell-off has been, we can look at how deep the local drawdowns are before a +20% bounce happens on $SOXL
Conclusion: it is indeed pretty relentless. | 4 108 |
| 13 |  $HYPE drawdowns visualized from all its ATHs
Nice way to look at it | 4 602 |
| 14 |  Considering how scared the trad markets have been lately, BTC is looking very decent | 4 815 |
| 15 |  +3Current scam coins:
$AGT - up 40x bottom to top
$Q - up 30x bottom to top
$BTW - reached $28bn FDV, seems topped
$BR - up 30x bottom to top
$AKE - reached $16bn FDV, down -80% but still up 150x from the bottom
$JCT - started pumping today? | 5 629 |
| 16 |  I don't know what sorcery has been maintaining $NEAR strongly at its highs, but with these two LTF lower highs, I do now see a rounded distribution pattern
It spent almost a month at $800M daily volume on Binance Futures, so a ton of people are now having a $5 cost basis | 5 175 |
| 17 |  Altcoins are still locally in cool-off state since the late September top, but it's now the 4th time we have a decent reaction off a local bottom that prevents a significant liquidation driven dump from happening
BTC is offering a much better picture overall as it's flat instead of printing lower lows
It's not the time to take large directional risk for me, but I don't want to be panicking while BTC simply isn't weak. An altcoin like DOGE has retraced 2/3 of its pump since August, so a decent chunk of washout (after several weeks of altcoin pump) has happened already. | 10 676 |
| 18 |  "Guy who hasn't bought BTC in size for 5 months and who scares the market when he does so won't be able to buy in size in the short term"
Yeah, no wonder BTC doesn't dump on the news
We're getting rid of this overhang and BTC is up lol
The MSTR/IBIT ratio is barely down, it's probably safe to short it but the upside of the trade isn't that large either | 5 774 |
| 19 |  As for crypto, very nice reaction off the local bottom yesterday, we're showing relative strength against AI stocks, pretty cool
Right when people were getting bearholed | 5 155 |
| 20 | I've no idea how true the VARA rumors are, but after yesterday's NYO I really had a similar feeling as during Leopold's liquidation, the flows were odd and looking like someone was definitely forced to sell in a capitulation move.
It felt a bit inorganic by the stock market standards, which was a good signal to get long (or martingale and add to longs in the red...) after the first 20 minutes crash that marked the local bottom.
Hard to say how long this bottom will hold though, gun to my head I think we push higher, but if you were martingaling, reducing some exposure after this first bounce is recommended
https://x.com/RJCcapital/status/2110783913983365157 | 4 767 |
