On this ‘Catching Narratives’ page, you’ll find all our published articles sorted by their publication date. The most recent articles appear at the top, allowing you to easily catch up on our latest insights.
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The Liquidity Paradox: Bitcoin’s Structural Advantage in a Self-Funded Market
Before diving into the current state of crypto liquidity, it’s crucial to acknowledge the context. We’re operating in the immediate aftermath of October 10th, 2025, which marked the largest single-day liquidation event in crypto history. Over $20 billion in leveraged positions were forcibly closed within 24 hours, triggered by a sophisticated exploit of Binance’s collateral…
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Beyond the Strategic Reserve: Navigating Crypto’s Narrative Vacuum
As we enter a challenging phase for crypto markets, with Bitcoin trading nearly 30% below its all-time high and many altcoins completely erasing their recent gains, investors find themselves searching for direction. The current market environment lacks compelling short-term narratives that typically fuel upward momentum. This uncertainty is compounded by weakness in traditional equity markets,…
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Bitcoin Dominance and the Inevitable Game-Theoretic Ascent
Bitcoin’s market dominance (BTC.D) has quietly staged a remarkable comeback, climbing from a 2022 low of ~40% to ~61% today—its highest level since July 2021. This resurgence isn’t merely a cyclical blip; it reflects a deeper structural shift in crypto markets. As narratives around altcoins fracture under scrutiny and nation-states quietly accumulate BTC, the case…
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AI Agents and Sustainable Yield: Dominant Narratives going into 2025
Happy new year to all of you! In this article, we’ll explore two dominant narratives that are shaping the crypto landscape as we move into 2025. While there are numerous exciting developments across the space, we’ll focus on the intersection of AI with crypto and the institutional appetite for sustainable yield – two themes that…
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Some of the better bearish arguments right now
A reality check within a bullish environment. The last days of September were rather favorable for the bulls. Many of the altcoins mentioned in the last article “Altcoin mindshare heading into Q4” managed to make jumps of 20% to sometimes 80% upwards in no time, mostly without significant pullbacks. The idea for this article thus…
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Altcoin mindshare heading into Q4
Jackson Hole done, rate cuts are coming. The “Q4 narrative” is firing up and some sectors receive a lot of mindshare lately. Consensus: Some inclarity with elections around, but probably higher prices on some assets sooner or later. In this article we will go through current altcoins with notable mindshare. DeFi (Decentralized Finance) Resurgence AAVE…
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Bloodbath on illiquid weekends
Bitcoin down 30% from its highs – COVID 2.0? Comparing the current days to the covid crash would not only be inappropriate but also an admission that one has no idea what they’re talking about. The industry is not on the verge of collapse, and there are currently no doubts that the market will still…
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The Solana Consensus
Catching Narratives, 27th of July 2024 It is becoming increasingly clear that the market is gradually pricing Solana as an absolute top 3 token and the successor to Bitcoin and Ethereum ETFs. Meanwhile, market participants are on the lookout for possible beta plays. dogwifhat, bonk, or popcat are popular bets nowadays and could get considered…