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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 21 642 名订阅者，在 加密货币 类别中位列第 5 603，并在 美国 地区排名第 1 865 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 21 642 名订阅者。
根据 10 六月, 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 125，过去 24 小时变化为 10，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 26.34%。内容发布后 24 小时内通常能获得 18.28% 的反应，占订阅者总量。
- 帖子覆盖： 每篇帖子平均可获得 5 701 次浏览，首日通常累积 3 956 次浏览。
- 互动与反馈： 受众积极参与，单帖平均反应数为 43。
- 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 11 六月, 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。
21 642
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+1024 小时
+387 天
+12530 天
数据加载中...
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| 日期 | 订阅者增长 | 提及 | 频道 | |
| 10 六月 | +14 | |||
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| 06 六月 | +3 | |||
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| 04 六月 | +21 | |||
| 03 六月 | +9 | |||
| 02 六月 | +44 | |||
| 01 六月 | +17 |
频道帖子
Dollar OI is close to $180M, which suggests there are a lot of shorts that could give up and add fuel to the fire.
Textbook "trapped shorts" PA, and afair, each time this happened on a scam coin at these valuations, it did go to $20bn FDV afterwards…
| 2 |  It looks like $BEAT has the potential to become the next $LAB / $RAVE like scam coin
It's currently trading close to $6bn FDV.
Strangely, it hasn't been trading on negative funding at all. Maybe the funding will start pushing negative later to inflict max pain to shorts... | 2 557 |
| 3 | The number of new coins launched each month on CEXes has dramatically decreased since early 2026. Even in Q2, it's still much lower than in Q1.
Teams don't like to launch in risk-off environments. | 2 394 |
| 4 |  $STG price is now 5x the price of $ZRO | 3 006 |
| 5 |  STRC is back at $97, two days after ticking around $90.5
Third time this happens during a significant BTC drawdown.
The MAIN factor that is moving STRC price is BTC price, by at least an order of magnitude.
Basically STRC holders start panicking when BTC goes down too much, and it leads STRC to go down around -10%.
What has always happened so far is that BTC and STRC bottom together, and once people expect the bottom to be in, STRC quickly recovers closer to peg.
The only thing that will change this dynamic is BTC price going down more, and not "the depletion the USD reserve" or "a loss of confidence in the model".
(Also ignore the idiots fantasizing a Luna-like scenario) | 4 595 |
| 6 | Basically sold $200M worth of MSTR shares, and then used $100M to buy BTC and $100M to top up the USD reserve
Almost as if they hadn't done anything tbh | 5 781 |
| 7 |  Insane chart
$BEAT is basically up 30x from the bottom | 4 527 |
| 8 | 90% chance that Strategy has bought BTC last week according to Polymarket... | 6 586 |
| 9 | I'm open to a doomsday scenario but what's the actual plan to take Saylor out?
Are we expecting BTC to go to $15k and remain there for 3 years? | 5 428 |
| 10 | Let's say BTC goes to $30k, and Saylor increases the STRC dividend rate to 14%
Then his annual dividend burden would be around $2bn per year, and his BTC stack would be worth $25bn
He can deplete his BTC treasury by 8% over one year to pay the divs, if BTC stays flat at $30k | 5 283 |
| 11 | https://cryptonarratives.substack.com/p/may-2026-recap-narratives-best-performers | 5 234 |
| 12 | Best announcement Saylor could do on Monday is that they sold $5bn of BTC for cash this week
The problem is that I think it's quite likely they didn't sell any bitcoin | 5 337 |
| 13 |  Fullporting the strongest coin is great until it takes a -60% nosedive in a day
Be very careful with reckless risk management, even if CT romanticizes these trades
You want to be a cockroach in this market, not a hero
(In the very short-term, ZEC could very well keep punishing late shorts though, both sides have a case) | 5 460 |
| 14 | I get the "the single largest buyer in the market is going from $2bn buy pressure a month to $200M sell pressure a month" shock, but once this gets priced in, we're not supposed to price that in each month
There's no liquidation level for Saylor like there was for 3AC | 5 558 |
| 15 |  There's often one coin that completely refuses to go down even when the market is collapsing
It seems to be $WLD this time (??)
On the November dump it was $ZEC and $STRK, and on the February dump it was $HYPE | 5 224 |
| 16 | Current PA reminds me of the late Jan - early Feb move
Just down only with zero bounce | 8 629 |
| 17 | https://www.sciencedirect.com/science/article/pii/S0749597823000560 | 1 |
| 18 |  What is most likely going to happen with $STRC:
- It's going to keep dumping with BTC until BTC finds a bottom, at which point it's going to bottom too. Maybe around $90, maybe here if BTC doesn't move further down (hmm)
- Once BTC bounces again, STRC will bounce too as people will play the "repeg trade".
- The dividend rate is likely to be increased, because the 30-day VWAP will probably be below $99.
- STRC might take some time to get back to par, but once BTC finds a bottom and people realize the dividend will get paid, it should have a magnet towards $100.
- If the mNAV remains below 1.22x, Strategy will have to sell either $MSTR shares or $BTC to fund the monthly dividend payments. They would sell BTC only if mNAV is below 1.22x. They have been selling MSTR shares every month since STRC inception to pay the dividends, so that's really nothing new (!)
- The current dividend burden is $1.7bn annually, corresponding to less than $150M a month. Let's say this goes to $200M a month in case they raise the dividend rate a lot. So this means that in the worst case scenario, we would have $200M sell pressure a month on BTC... which is a drop in the bucket.
The market is freaking out about a sub $200M monthly sell pressure, this looks like a wild overreaction to me. As a reference, the German government sold around $3bn worth of BTC in less than a month during the summer of 2024...
(That being said, the pronounced relative weakness of BTC relative to stocks is more concerning and makes the dip buying much less straightforward here) | 5 401 |
| 19 | https://cryptonarratives.substack.com/p/best-trades-of-may-2026 | 4 705 |
| 20 | Top blasting AI stocks feels much more comfortable than top blasting altcoins because their drawdown is vastly smaller
Worst case scenario they have a small correction or they consolidate
Whereas an alt can just go down -80% in 3 months if you buy a local top
("things you read at the top of the multi-year AI bubble" huh yeah this kind of reasoning can sound scary, but I'm pretty sure the AI bubble is far from over here, so I’ll keep playing…) | 5 023 |
