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 21 658 名订阅者，在 加密货币 类别中位列第 5 339，并在 美国 地区排名第 1 824 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 21 658 名订阅者。
根据 26 七月, 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 -40，过去 24 小时变化为 -6，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 24.65%。内容发布后 24 小时内通常能获得 14.01% 的反应，占订阅者总量。
- 帖子覆盖： 每篇帖子平均可获得 5 340 次浏览，首日通常累积 3 035 次浏览。
- 互动与反馈： 受众积极参与，单帖平均反应数为 36。
- 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 七月, 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。
21 658
订阅者
-624 小时
-427 天
-4030 天
数据加载中...
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| 日期 | 订阅者增长 | 提及 | 频道 | |
| 27 七月 | +2 | |||
| 26 七月 | +1 | |||
| 25 七月 | +1 | |||
| 24 七月 | +2 | |||
| 23 七月 | +6 | |||
| 22 七月 | +6 | |||
| 21 七月 | +3 | |||
| 20 七月 | +2 | |||
| 19 七月 | +13 | |||
| 18 七月 | +1 | |||
| 17 七月 | +5 | |||
| 16 七月 | +12 | |||
| 15 七月 | +15 | |||
| 14 七月 | +6 | |||
| 13 七月 | +12 | |||
| 12 七月 | +4 | |||
| 11 七月 | +2 | |||
| 10 七月 | +4 | |||
| 09 七月 | +5 | |||
| 08 七月 | +10 | |||
| 07 七月 | +5 | |||
| 06 七月 | +11 | |||
| 05 七月 | +6 | |||
| 04 七月 | +4 | |||
| 03 七月 | +7 | |||
| 02 七月 | +2 | |||
| 01 七月 | +17 |
频道帖子
The incentive for the market to "neutralize Saylor" is to keep STRC depegged and let Saylor put a lot of effort and energy into trying to get it back to par by slowly eroding the bitcoin-per-share ratio, making MSTR a less interesting long vs BTC over time
| 2 | The market brushes it off when Saylor sells $MSTR shares instead of $BTC, but he sold $550M worth of MSTR last week, which is basically not that different from selling that same amount in BTC
And yet the price of BTC doesn't care at all
(They raised roughly 1/3 of yearly dividends in one week) | 1 754 |
| 3 | I don't think buying back $STRC was a good idea
Because all of these instruments mostly move based on confidence (in the short-term): if STRC doesn't respect the 'buyback floor', it will scare the market | 1 963 |
| 4 | $25M STRC repurchased | 2 032 |
| 5 | 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 | 3 350 |
| 6 | $HYPE can look as shit as you want but whenever the whole market dumps, you can be certain it suddenly trades flat | 3 886 |
| 7 |  +1I'm thinking $TAO needs a proper shakeout before being interesting again to long
Maybe all the way down to $150 | 3 740 |
| 8 |  $HYPE has a similar chart but on a more elongated timeframe
50DMA here
Bouncing back into it could provide a decent short | 3 879 |
| 9 |  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) | 3 698 |
| 10 | You get roughly twice a month a clean "sell-the-news" trade to take advantage of in crypto markets, on average | 3 666 |
| 11 |  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 | 4 233 |
| 12 |  That was actually a perfect retest on oil
Right after everyone got convinced that nothing would be able to bounce the oil price anymore | 4 246 |
| 13 | Tradfi names I favor when buying AI dips:
$MU
$SNDK
$INTC
$AMD
$NBIS
$MRVL
$DELL | 3 828 |
| 14 |  +1I 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 | 4 196 |
| 15 | 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 | 4 431 |
| 16 |  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 | 4 509 |
| 17 | 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' | 4 340 |
| 18 |  What went wrong here?
$TON / $GRAM is crazy weak | 4 346 |
| 19 | 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 | 4 384 |
| 20 |  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. | 4 782 |
