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.
-
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…
-
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…
-
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…
-
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…