During this BTC bull run, the altcoin pumps seems to be driven by three narratives across three stages:
- Low-float, high-FDV launches and airdrops ✅
- Memecoins ✅
- The third round will likely fueled by massive adoption of stablecoins ⌛
Which assets will be winners?
How to profit from this is the tough part
Seems that direct winners are the issuers and related partners but retail once again can get sidelined.
x.com/DefiIgnas/status/1899063...
Ethena x Aave is a nice alliance:
Bringing RWA USDtb to Aave
x.com/ethena_labs/status/19045...
Seems that stablecoins becoming a consensus.
Ppl looking for exposure but no Degen bets yet.
Who will fill that gap?? DMs open twitter.com/cryptodonalt/statu...
NTV
Sector:
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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