Crypto Narratives
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
Ko'proq ko'rsatish📈 Telegram kanali Crypto Narratives analitikasi
Crypto Narratives (@cryptonarratives1) Ingliz til segmentidagi kanali faol ishtirokchi. Hozirda hamjamiyat 21 694 obunachidan iborat bo'lib, Kriptovalyutalar toifasida 5 461-o'rinni va AQSH mintaqasida 1 845-o'rinni egallagan.
📊 Auditoriya ko‘rsatkichlari va dinamika
невідомо sanasidan buyon loyiha tez o‘sib, 21 694 obunachiga ega bo‘ldi.
01 Iyul, 2026 dagi oxirgi ma’lumotlarga ko‘ra kanal barqaror faollikka ega. Oxirgi 30 kunda obunachilar soni 140 ga, so‘nggi 24 soatda esa 8 ga o‘zgardi va umumiy qamrov yuqori darajada qolmoqda.
- Tasdiqlash holati: Tasdiqlanmagan
- Jalb etish (ER): Auditoriya o‘rtacha 22.80% darajada jalb etiladi. Nashrdan keyingi dastlabki 24 soatda kontent odatda umumiy obunachilar sonining 14.86% ini tashkil etuvchi reaksiyalarni to‘playdi.
- Post qamrovi: Har bir post o‘rtacha 4 947 marta ko‘riladi; birinchi sutkada odatda 3 224 ta ko‘rish yig‘iladi.
- Reaksiyalar va o‘zaro ta’sir: Auditoriya faol: har bir postga o‘rtacha 33 ta reaksiya keladi.
- Tematik yo‘nalishlar: Kontent mstr, hype, chart, axs, eth kabi asosiy mavzularga jamlangan.
📝 Tavsif va kontent siyosati
Muallif resursni shaxsiy fikrni ifoda etish maydoni sifatida ta’riflaydi:
“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”
Yuqori yangilanish chastotasi (oxirgi ma’lumot 02 Iyul, 2026 da olingan) sababli kanal doimo dolzarb va katta qamrovli bo‘lib qoladi. Analitika auditoriya kontent bilan faol hamkorlik qilishini, uni Kriptovalyutalar toifasidagi muhim ta’sir nuqtasiga aylantirishini ko‘rsatadi.
Ma'lumot yuklanmoqda...
| Sana | Obunachilarni jalb qilish | Esdaliklar | Kanallar | |
| 02 Iyul | +1 | |||
| 01 Iyul | +17 |
| 2 | Selling the news remains the undefeated trade in crypto
Like clockwork
$DYDX | 2 422 |
| 3 | 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 | 3 147 |
| 4 | 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. | 3 204 |
| 5 | 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. | 5 106 |
| 6 | 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 | 3 427 |
| 7 | There is no incentive for Saylor to buyback STRC at this level
The SEC filing is all about signaling
I strongly doubt he's going to repurchase STRC above $70, I don't even think he would do it above $50.
If he's selling BTC to buy STRC, then the chart that should matter is STRC/BTC. I don't expect this chart to collapse so I don't think it would be interesting for him to buyback STRC
STRC is now basically a STRF-like pref that is floating, bringing it back to $100 is not that important anymore (*as the issuer that is focusing on limiting damage and not issuing more in the short-term*) because no one believes it must trade at $100 anymore
He will probably keep the dividend rate at 12%, which is a clean 1% for month, easy to remember. Everybody kind of agrees that it would be useless to try to increase it enough for the asset to trade back at par anyway, so there's no incentive to increase it either. | 3 989 |
| 8 | Some people are holding millions of $ worth of locked
$LAB tokens and the 1st unlocks are approaching so they try to hedge their positions by shorting but they are getting completely smoked with a -10000% annualized funding rate
They won't let you get away with that money, dawg | 3 777 |
| 9 | The only trade I took so far on $SYN is shorting the squeeze to $0.65, it was a scalp that I close in a few hours
My criteria for shorting was a hourly candle with $150M+ volume, and this is the only candle that came close to it, it was a very obvious short on LTF
But what's more important is that by respecting this "volume saturation" rule before shorting, you are preventing yourself from taking shorts with much less certainty of being a win.
Right now I'm once again waiting for another high-volume squeeze that will almost certainly be a winning short.
Could I have just longed a dip? Yeah sure, but I don't have the conviction required to do that, so I'm not trying to force trades that I don't like. Taking less trades with more conviction is basically always a good idea. | 3 621 |
| 10 | I guess that makes it 6 attempts? | 3 790 |
| 11 | Cavalry has arrived | 3 774 |
| 12 | Buying the dip on $MU
MU is the new NVDA | 3 768 |
| 13 | One of the key messages from this SEC filing is 'I won't be as free to make some stupid decisions like using the USD reserve to buyback converts anymore' | 3 548 |
| 14 | Most bullish reaction from the SEC filing is on STRC which makes sense because it was the most irrationally sold off | 3 533 |
| 15 | Summary:
- USD Reserve policy: they are now committing to having at least 1y worth of dividends in it. They are also promising that it won't be used for anything other than div payments.
- STRC dividend: basically there is no clear guidance anymore, they are not guaranteeing a dividend increase even if it trades below par.
- STRC + other prefs buyback program: they are announcing that they might do it, but haven't done anything yet => Signal that they could buy these back if their price goes low enough
- MSTR buyback program: they are announcing that they might do it, but haven't don't anything yet. => Signal that MSTR mNAV *could* be defended below some threshold
- They remind everyone that they could be selling BTC for all sort of purposes, but still only sold MSTR and not BTC last week even at depressed mNAV
- They sold $1.1bn worth of MSTR shares to replenish the USD reserve, which now covers almost 1.5 year worth of dividends
https://x.com/saylor/status/2071565162377568377 | 6 739 |
| 16 | Is there any reason for $MON not to go sub $1bn FDV in the coming months?
Now that it failed repeatedly at being in an uptrend, there's no reason to hold it anymore and it's a $2bn FDV alt L1 with 0 volume
(The anti-bearish case is ‘it’s a $2bn FDV coin with 0 volume, so it’s cornered enough not to die?’) | 3 452 |
| 17 | The gold and silver blowoff tops marking a multi-month (year?) top looks incredibly likely just based on their chart but calling it at the time when everyone was bulled up didn't feel comfortable at all | 3 929 |
| 18 | Buying a scam coin after a huge retrace, *if* price action stabilizes, can be a good r/r trade
$VELVET | 4 159 |
| 19 | That was 4 opportunities to break below $60k in three days for bears
Even if it eventually breaks, we should get some short-term relief? | 4 361 |
| 20 | Several days at $1bn+ volume on the Binance perp contract means we're very close to a local top on a large cap
TAO TON XLM NEAR WLD are the 5 most recent examples of that volume saturation
HYPE and ZEC are in a different league because their baseline volume is already very high, so the criteria doesn't work on them | 4 253 |
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