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 21 640 obunachidan iborat bo'lib, Kriptovalyutalar toifasida 5 578-o'rinni va AQSH mintaqasida 1 862-o'rinni egallagan.
📊 Auditoriya ko‘rsatkichlari va dinamika
невідомо sanasidan buyon loyiha tez o‘sib, 21 640 obunachiga ega bo‘ldi.
11 Iyun, 2026 dagi oxirgi ma’lumotlarga ko‘ra kanal barqaror faollikka ega. Oxirgi 30 kunda obunachilar soni 115 ga, so‘nggi 24 soatda esa -5 ga o‘zgardi va umumiy qamrov yuqori darajada qolmoqda.
- Tasdiqlash holati: Tasdiqlanmagan
- Jalb etish (ER): Auditoriya o‘rtacha 26.42% darajada jalb etiladi. Nashrdan keyingi dastlabki 24 soatda kontent odatda umumiy obunachilar sonining 17.76% ini tashkil etuvchi reaksiyalarni to‘playdi.
- Post qamrovi: Har bir post o‘rtacha 5 716 marta ko‘riladi; birinchi sutkada odatda 3 843 ta ko‘rish yig‘iladi.
- Reaksiyalar va o‘zaro ta’sir: Auditoriya faol: har bir postga o‘rtacha 44 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 12 Iyun, 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 | |
| 12 Iyun | +7 | |||
| 11 Iyun | +3 | |||
| 10 Iyun | +14 | |||
| 09 Iyun | +7 | |||
| 08 Iyun | +16 | |||
| 07 Iyun | +18 | |||
| 06 Iyun | +3 | |||
| 05 Iyun | +7 | |||
| 04 Iyun | +21 | |||
| 03 Iyun | +9 | |||
| 02 Iyun | +44 | |||
| 01 Iyun | +17 |
| 2 | $WLD has been a top volume coin on Upbit for days now, meaning a large part of its strength can be explained by Koreans
But they tend to get exhausted after a while... daily volume has been on a downtrend
And the price has now printed lower highs too
Is it gonna hold up longer? | 2 362 |
| 3 | Tom Lee is issuing a "STRC-like" pref stock but he doesn't seem particularly excited about it
He made sure that his pref doesn't have a memorable name or ticker
So strange | 2 271 |
| 4 | $ESPORTS is an interesting one too
The r/r on the long side is quite good if you buy a coin once it flattens out after a -95% dump
But then you have to stomach the volatility, which makes it easy to fumble the trade | 2 448 |
| 5 | I totally missed this scam coin, unfortunately
$VELVET, up 20x in two weeks | 2 550 |
| 6 | One basic but useful risk management advice is: reduce size on almost all of your trades
Oversizing leads to being a prey for the variance of the crypto market, which makes you buy high and sell low | 2 437 |
| 7 | $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.) | 3 403 |
| 8 | 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… | 3 386 |
| 9 | 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... | 3 877 |
| 10 | 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. | 3 479 |
| 11 | $STG price is now 5x the price of $ZRO | 3 823 |
| 12 | 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) | 5 234 |
| 13 | 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 | 6 356 |
| 14 | Insane chart
$BEAT is basically up 30x from the bottom | 5 120 |
| 15 | 90% chance that Strategy has bought BTC last week according to Polymarket... | 7 568 |
| 16 | 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? | 5 777 |
| 17 | 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 | 5 641 |
| 18 | https://cryptonarratives.substack.com/p/may-2026-recap-narratives-best-performers | 5 767 |
| 19 | 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 | 5 844 |
| 20 | 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) | 5 777 |
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