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
Show moreπ Analytical overview of Telegram channel Crypto Narratives
Channel Crypto Narratives (@cryptonarratives1) in the English language segment is an active participant. Currently, the community unites 21 693 subscribers, ranking 5 413 in the Cryptocurrencies category and 1 844 in the USA region.
π Audience metrics and dynamics
Since its creation on Π½Π΅Π²ΡΠ΄ΠΎΠΌΠΎ, the project has demonstrated rapid growth, gathering an audience of 21 693 subscribers.
According to the latest data from 07 July, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 67 over the last 30 days and by -2 over the last 24 hours, overall reach remains high.
- Verification status: Not verified
- Engagement rate (ER): The average audience engagement rate is 21.79%. Within the first 24 hours after publication, content typically collects 14.91% reactions from the total number of subscribers.
- Post reach: On average, each post receives 4 726 views. Within the first day, a publication typically gains 3 233 views.
- Reactions and interaction: The audience actively supports content: the average number of reactions per post is 34.
- Thematic interests: Content is focused on key topics such as mstr, hype, chart, axs, eth.
π Description and content policy
The author describes the resource as a platform for expressing subjective opinions:
βLink to my "Crypto Narratives"Β newsletter : https://cryptonarratives.substack.com/
Link to my Twitter profile : https://twitter.com/thedefivillain
Link to the TG degen channel : https://t.me/shitcoinsandgemsβ
Thanks to the high frequency of updates (latest data received on 08 July, 2026), the channel maintains relevance and a high level of publication reach. Analytics show that the audience actively interacts with content, making it an important point of influence in the Cryptocurrencies category.
21 693
Subscribers
-224 hours
-57 days
+6730 days
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| Date | Subscriber Growth | Mentions | Channels | |
| 08 July | +10 | |||
| 07 July | +5 | |||
| 06 July | +11 | |||
| 05 July | +6 | |||
| 04 July | +4 | |||
| 03 July | +7 | |||
| 02 July | +2 | |||
| 01 July | +17 |
Channel Posts
They are finding new $SPCX shares to sell even before the unlocks
Cooked asset, should break down below $150
| 2 |  I'm long $LDO for the AI product catalyst, everyone has been shaken out of this coin anyway, downside very limited and mcap is not even $300M
https://x.com/ncerovac/status/2074122245266379174 | 2 547 |
| 3 | Trump has proven that he doesn't have the balls to escalate anything in Iran so it's pretty clear that you can fade him on that imo | 2 432 |
| 4 |  $GRASS investor call today
Sell the news trade undefeated | 4 314 |
| 5 | Buying $MU or $SNDK at -30% feels scary like buying the first major dip of an 100x runner except this time there are gigantic earnings to back their valuations | 3 433 |
| 6 | https://cryptonarratives.substack.com/p/june-2026-recap-narratives-best-performers | 3 571 |
| 7 | This is also a way of signaling that he's protecting MSTR shareholders instead of diluting them (more than necessary) in BTC-per-share terms | 4 027 |
| 8 | The message is quite clear: They will sell BTC instead of MSTR shares to fund the dividends if the mNAV is low enough
Reminder that this would correspond to $1.8bn worth of sell pressure a year if they fund *all divs* with BTC instead of MSTR or even USD Reserve.
Also a reminder that it would be a nothingburger if he sold $200M worth of MSTR shares (he has done that like 30 times already), and it's frankly irrational to consider that it should be *dramatically different* when he sells that amount in BTC. | 4 600 |
| 9 | MSTR sold just enough BTC to pay for all the dividend of the past month+quarter
Perfect, let's see the reaction on this | 4 357 |
| 10 |  +1$VVV giga multi week distribution should lead to a breakdown | 4 999 |
| 11 | Good to notice (for potential shorts) that the real mcap of $ANSEM is not $360M but $150M right now because $210M sit in 'Ansem's wallet' and are cornered supply | 4 610 |
| 12 | https://cryptonarratives.substack.com/p/best-trades-of-june-2026 | 4 755 |
| 13 | Korean memory stocks bounced so local bottom on the American memory stocks is probably in
Current prices
~$1835 SNDK
~$1020 MU | 4 850 |
| 14 | I don't know if Saylor has started selling BTC, but what's obvious is that the sooner he does it, the better.
We need to see how the market reacts once it will price in the fact that Saylor can sell BTC and not only MSTR to pay the dividends and other obligations.
Btw light claims that we don't know who will get fcked between BTC/MSTR/STRC holders, but there's actually no uncertainty about that: all of them.
In the doomsday scenario he's talking about, they will all dump together because they are correlated to the downside.
(On a short-term panic move like last week, we can have STRC/MSTR dump without BTC, but that's clearly not the mega bear scenario light is referring to)
https://x.com/thedefivillain/status/2072773572020334681 | 6 467 |
| 15 | Armageddon in memory stocks rn but hard to see how we don't get prices higher than the current levels ($1760 SNDK & $970 MU) soon even if it's to print a lower high | 4 920 |
| 16 |  Selling the news remains the undefeated trade in crypto
Like clockwork
$DYDX | 5 212 |
| 17 |  The most retarded part of the panic dump of $STRC paired against BTC has now been fully retraced
Unless you think that STRC should trade much lower *even* with BTC at $60k, then the STRC/BTC ratio dumping suggests market irrationality because BTC should be a higher beta on the way down
Several other factors could influence this ratio and it's not that straightforward, but overall I think it's a correct mental framework | 4 756 |
| 18 | One no-brainer improvement for $STRC and $SATA (but it obviously won't be very useful in the near-term) is to let it float above $100, maybe to $110
STRC is trying to defy the laws of physics by having both a stable price and a quasi-stable yield (in the sense that the yield moves extremely slowly) while being backed by a very volatile asset
This is something that can't work, and it results in increased volatility to the downside once BTC dumps, because the 'forced' ATM at $100 leads to the absorption of 'too much demand' at $100, and an inorganic increase of the market cap that happens too fast to get digested properly.
The other problem with guaranteeing the ATM at $100 is that it offers a zero-downside short trade (except yield+funding but these are very low on a short timeframe), while at the same time capping the upside for holders (they only get the volatility to the downside). It's sub-optimal on a lot of levels except on getting levered quickly at the expense of future price instability. | 4 236 |
| 19 | Robinhood and $DYDX both have an announcement to make today so I expect them to be related...
DYDX is up almost 2x in a week.
We will most likely sell the news after the announcement but the question is whether the token first pumps hard (like ZRO in February) or not. | 6 437 |
| 20 | BTC is repeatedly trying to break the $59k support and make new bear market lows but the TL seems to be super chill and is basically not caring | 4 632 |
