Trends and narratives driving the crypto market this month

Each month, I conduct a group Zoom call with premium Dynamo DeFi subscribers to discuss the trends driving the crypto market.In this month’s call we discussed:<ol><li>Outlook<ol><li>Bitcoin ETFs</li><li>Ethereum ETFs</li><li>DeFi<ol><li>Total DeFi outlook</li><li>Chain GDP</li><li>Fastest growing chains</li></ol></li></ol></li><li>Ecosystems<ol><li>Solana</li><li>Sui</li><li>Base</li><li>Hyperliquid</li><li>XRP</li></ol></li><li>Narratives<ol><li>Startup requests from YC &amp; a16z</li><li>AI Agents</li><li>Stablecoins</li></ol></li><li>Exit Strategy</li><li>Q&amp;A</li></ol><a href="https://newsletter.dynamodefi.com/p/dynamo-defi-pro-group-call-december" rel="nofollow">Read more</a>

Dynamo DeFi Pro Group Call - December 2024

[Reminder] Dynamo DeFi Pro Call Tomorrow

The real Altcoin season is still ahead.
Author: CryptoAmsterdam
Compiled by: TechFlow

1. When will the Altcoin season arrive?
I believe the Altcoin season will arrive soon, here are some key analysis points:
1.1 The cycle is divided into two stages
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Stage 1: Bitcoin price rises, Altcoin prices fall (Bitcoin market share increases).
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Stage 2: Bitcoin breaks a new all-time high, Altcoins begin to enter a rapid upward phase.
The pattern can be seen more clearly in the chart below:
In this stage, we are at the low end of the Altcoin total market cap range...

Decoding the copycat season: 6 major warehouse building strategies to help you grasp the copycat market

Here is the English translation, with the content within <> left untranslated:

In the coming weeks, market liquidity will flow out of smaller <Agent> projects and shift towards a few winners.
Author: Crypto Stream
Compiled by: TechFlow

<Agent> projects are losing their appeal:
With a rapid influx of new projects, the <Agent> market is becoming increasingly diluted, and their competitive advantages are quickly diminishing.
Compared to 4 weeks ago, the market landscape has changed significantly. At that time, Zerebro had a clear technological lead and its functionality far exceeded that of...