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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
Больше📈 Аналитический обзор Telegram-канала Crypto Narratives
Канал Crypto Narratives (@cryptonarratives1) языкового сегмента Английский является активным участником. Сейчас сообщество объединяет 21 639 подписчиков, занимая 5 589 место в категории Криптовалюты и 1 866 место в регионе США.
📊 Показатели аудитории и динамика
С момента создания невідомо проект демонстрирует стремительный рост, собрав аудиторию из 21 639 подписчиков.
Согласно последним данным от 10 июня, 2026, канал показывает стабильную активность. За последние 30 дней изменение числа участников составило 125, а за последние 24 часа — 10, при этом общий охват остаётся высоким.
- Статус верификации: Не верифицирован
- Уровень вовлечённости (ER): Средний показатель вовлечённости аудитории составляет 26.34%. В первые 24 часа после публикации контент обычно набирает 18.28% реакций от общего числа подписчиков.
- Охват публикаций: В среднем каждый пост получает 5 701 просмотров. В течение первых суток публикация набирает 3 956 просмотров.
- Реакции и взаимодействия: Аудитория активно поддерживает контент: среднее количество реакций на один пост — 43.
- Тематические интересы: Контент сосредоточен на ключевых темах, таких как mstr, hype, chart, axs, eth.
📝 Описание и контентная политика
Автор описывает ресурс как площадку для выражения субъективного мнения:
“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”
Благодаря высокой частоте обновлений (последние данные получены 11 июня, 2026) канал поддерживает актуальность и высокий уровень охвата публикаций. Аналитика показывает, что аудитория активно взаимодействует с контентом, что делает его важной точкой влияния в категории Криптовалюты.
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| Дата | Привлечение подписчиков | Упоминания | Каналы | |
| 11 июня | +2 | |||
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| 01 июня | +17 |
Посты канала
$BEAT is now at $9bn FDV
The only scam coin that went close to $10bn without going to $20bn FDV was RIVER, but it was already extremely volatile and trading with very negative funding rate.
All the other ones went to $20bn => MYX / COAI / AIA / RAVE / LAB
Obviously, the sample is very small and there is no rational reason to expect the pattern to repeat.
But $BEAT has trapped a lot of shorts by being almost up only from $1 to $9, and funding is still not negative, I just have a hard time imagining this collapsing here without going full scam mode.
(As usual, never short a scam coin without a strict invalidation.)
| 2 | 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… | 2 924 |
| 3 |  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... | 3 406 |
| 4 | 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. | 3 066 |
| 5 |  $STG price is now 5x the price of $ZRO | 3 501 |
| 6 |  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) | 4 708 |
| 7 | 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 | 5 905 |
| 8 |  Insane chart
$BEAT is basically up 30x from the bottom | 4 733 |
| 9 | 90% chance that Strategy has bought BTC last week according to Polymarket... | 6 858 |
| 10 | 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? | 5 532 |
| 11 | 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 | 5 382 |
| 12 | https://cryptonarratives.substack.com/p/may-2026-recap-narratives-best-performers | 5 328 |
| 13 | 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 | 5 380 |
| 14 |  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) | 5 487 |
| 15 | 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 | 5 573 |
| 16 |  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 |
| 17 | Current PA reminds me of the late Jan - early Feb move
Just down only with zero bounce | 8 629 |
| 18 | https://www.sciencedirect.com/science/article/pii/S0749597823000560 | 1 |
| 19 |  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) | 5 592 |
| 20 | https://cryptonarratives.substack.com/p/best-trades-of-may-2026 | 4 805 |
