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After the TRUMP craze, what is the next hot topic narrative after ?
Compilation: Deep Tide TechFlow
What's the next hot narrative of encryption after the TRUMP craze? ( https://img.gateio.im/social/moments-925a06f4c7d412acab7021e901ad9712)
Alpha Priority
Market Status
Despite recent market volatility, overall, I believe the market is still in a healthy state. Looking at the three core indicators of the cryptocurrency market, the performance has been very positive.
Bitcoin is showing strong consolidation at high levels.
Bitcoin continues to consolidate near the top of the range, indicating a strong market sentiment rather than weakness. In the current situation, around $105,000 seems to be a key level for Bitcoin. This level reflects both market confidence in the long-term development of cryptocurrencies and avoids the risks of being overly optimistic.
Bitcoin is consolidating at a high level, showing a healthy market signal.
Despite the lack of some heavyweight news — such as the strategic Bitcoin reserve (BSR) or comprehensive tax incentives for cryptocurrencies — the market has still made some small progress. For example, the pardon of Ross Ulbricht is a low-key but important signal that the Trump administration has not completely abandoned its support for cryptocurrency policies. Although the progress in regulatory transparency is slow, the overall trend is positive.
Steady growth in stablecoin supply
Another positive signal is the continuous growth of stablecoin supply. Historically, the increase in stablecoin supply is often a reliable precursor to institutional interest and market liquidity. It's worth considering: who is casting these stablecoins on such a large scale?
After the TRUMP craze, what is the next hot narrative for encryption?)https://img.gateio.im/social/moments-e0f80f6579cfb3d8096fe889a86fc837(
Stablecoin supply continues to grow, releasing a bullish signal.
In terms of casting scale, institutions are indeed entering the market. If you have doubts about this, you can check the data of @whale_alert and other on-chain monitoring tools. Although it has not been reflected in the performance of altcoins, capital is flowing into the market.
)# Expansion of the total market value of the encrypted market
After the TRUMP craze, what is the next hot narrative for cryptocurrencies? ###https://img.gateio.im/social/moments-d7c7d06e5895d6f47bb65ba9b5ea7bb0(
The total market value of cryptocurrencies continues to grow.
Finally, the total market value of the cryptocurrency market continues to expand. This growth, combined with the strong performance of Bitcoin and the increase in stablecoin supply, further illustrates that the market is not on the brink of collapse. On the contrary, the market is consolidating its foundation and preparing for the next phase of growth, regardless of how this phase presents itself. The current market does not resemble a doomsday scenario.
) Narrative Risk: Loss of Market Direction Sense
One important reason for the lack of significant fluctuations in the current cottage market is the lack of a clear narrative direction in the market. This is the so-called "narrative risk" - due to the market's loss of direction, funds may flow to the wrong investment themes, thereby increasing risk.
Take the recent Memecoin craze as an example. Despite Trump not announcing a Strategic Bitcoin Reserve (BSR) or other major news, he did launch a Memecoin. Subsequently, Melania also launched a similar token, and there were even rumors that Barron might also be involved. Traders have shown great enthusiasm for these opportunities, and I am no exception.
However, this sudden Memecoin frenzy has left the market filled with uncertainty, leaving more questions than answers. Is this the super cycle of Memecoin or a top signal? Should we reconsider AI tokens? Why is the price chart of XRP performing so strongly? Including the market itself, it seems that no one can clearly point out which direction the funds should be concentrated on currently.
Memecoins: The craze may be nearing its end
Regrettably, I have to inform everyone that the trading of Memecoin may have entered its final wave. Trump's involvement has overwhelmingly captured attention and market share in this field, and this influence cannot be underestimated. The current question is: Who else can launch Memecoin on a similar scale? The answer is likely 'no one'.
![What's the next hot narrative for encryption after the TRUMP boom?]###https://img.gateio.im/social/moments-5637b33a808d75a82458a28eb8331063(
As Kel puts it, we have already exhausted our "attention resources".
The essence of Memecoin is to convert attention into tokenized assets. They rely on attracting public attention and converting it into speculative funds. Over the years, this model has driven the explosive growth of the Memecoin market. However, with Trump's entry, this pattern may have peaked. Trump is not just a regular celebrity or internet celebrity; he represents the vast majority of attention worldwide. No other figure or event can rival his dominant position in the cultural and media fields.
Therefore, Memecoin as an asset class may have reached its peak. The growth potential of attention tokenization has been fully tapped. Of course, Trumpcoin may still have further gains, and may even drive other Memecoins to the last parabolic rise. But this is more like an ending than a new chapter.
) SocialFi (Clout and Yapster)
If the narrative of Memecoin is to continue to evolve, it needs to shift to a more sustainable and scalable model. This is where the potential of SocialFi lies. By combining speculative enthusiasm with deeper, more personalized interactions, SocialFi is poised to extend the story of Memecoin. Rather than betting on cultural phenomena or celebrity tokens, SocialFi offers an opportunity to invest in personal relationships and community dynamics. From this perspective, it is a natural evolution of the Memecoin concept—moving from simple attention conversion to more meaningful interaction and long-term value creation.
![TRUMP frenzy, what's the next hot narrative for cryptocurrencies?]###https://img.gateio.im/social/moments-300a212f5face42ab35aca88b883a6ee(
) Why SocialFi is worth paying attention to
SocialFi is a potential hotspot worth paying attention to. Successful projects in this field may combine elements of social media and online gaming to create a hybrid platform that is both attractive and profitable. It can be imagined as a combination of social platforms and online entertainment, with significant potential for widespread application.
Currently, there are two projects worth paying attention to:
@yapsterxyz: We have learned that many users are experiencing lag and other issues while running the game! Currently, we are working around the clock to fix these issues and hope to resolve them as soon as possible. Thank you very much for your understanding and patience during the Beta testing experience.
What is the next hot narrative of encryption after the TRUMP craze?###https://img.gateio.im/social/moments-57240fad314d3a84652b2e92cdc7a0ca(
Stability issues caused by excess demand are often seen as bullish signals in the market.
Although Clout offers many advantages for influencers in terms of scalability and operational simplification, I prefer Yapster's centralized mechanism and community-driven design. It focuses on converting public attention into actual value, which is more sustainable and appealing compared to dispersing liquidity among numerous individuals.
) Dinocoins (XRP, HBAR, XLM)
"Things that are dead never truly die, but rise again in a stronger form." - George R. R. Martin
Dinocoins (including XRP, HBAR, and XLM) are typical 'hated trades' in this round of cryptocurrency cycle. This trading pattern is effective because it reveals market participants' emotional biases. The market's skepticism and disdain for these assets often means that investors are under-allocated to them, resulting in a large amount of capital remaining on the sidelines. When these assets start to rebound, investors are often forced to buy in, further driving up prices.
After the TRUMP craze, what is the next hot narrative for cryptocurrency?###https://img.gateio.im/social/moments-daa02c7f1e8c1e247119824438d1fdd3(
Price chart of Bitcoin and XRP.
Twitter users in the cryptocurrency community have long regarded Dinocoins as outdated relics, believing that they have lost competitiveness in the face of more updated and appealing narratives. However, it is precisely this disregard that has created an opportunity for their unexpected revival.
Why is it important to pay attention now?
Despite its poor reputation on Twitter, Dinocoins has shown significant strength in price performance and institutional adoption. Here are the reasons why they are worth paying attention to:
![TRUMP热潮后，加密的下个热点叙事是什么？])https://img.gateio.im/social/moments-1f4b1526f4640ce05ae5bfd4bc19bc3e(
The contrast is very clear: on the one hand, many cryptocurrency enthusiasts sneer at them; on the other hand, institutions may be quietly accepting these tokens. Whether you like them or loathe them, Dinocoins is taking action, which may redefine their role in the market. Their focus on compliance, partnerships, and real-world use cases may ultimately become a winning strategy, especially if they can win the favor of regulatory agencies.
) Operation of the hedge fund's liquid tokens
If you still believe in the concept of 'fair launch', you need to face a reality: the lifecycle of most tokens is not as democratic as it seems on the surface.
Actual situation
What is the next hot narrative of encryption after the TRUMP craze? ###https://img.gateio.im/social/moments-ff7fbea1f85fd6f942fc6ec5ca571ec2(
Taking Raydium as an example, its tokens now seem to have been mostly unlocked.
Between 2021 and 2023, a large amount of venture capital poured into the cryptocurrency market, especially in DeFi and infrastructure projects. These investments are typically in the form of tokens that are locked or released in stages. However, with most tokens now unlocked, VCs need to liquidate these assets to deliver investment returns to their limited partners (LPs). Starting from mid-2024, many well-known VCs are calling for more liquidity. This liquidity is provided through over-the-counter (OTC) trading to purchase these illiquid tokens, creating a market for VCs to liquidate unlocked tokens.
What's the next hot narrative of encryption after the TRUMP fever? )https://img.gateio.im/social/moments-97c0f4f9dbe186d8088f8bad6a50f06b(
Rather than blaming participants, it's better to understand the rules themselves. VCs are pushing people to raise working capital to take over their tokens through OTC, thus starting to distribute the profits of the previous round to LPs.
The relationship between VCs, liquidity, and the market is not malicious, but a natural phenomenon of capital flow in the encrypted ecosystem. VCs need to rely on ample liquidity to take over their tokens, which are usually sold at a low price due to insufficient liquidity. In turn, liquidity will try to create or amplify market narratives through platforms such as Twitter, attracting market attention and increasing trading volume, in order to profitably sell these tokens at a high price when market conditions are favorable.
![After the TRUMP frenzy, what is the next hot topic in cryptocurrency?])https://img.gateio.im/social/moments-81650769cd4296d28ebc1d9a25686660(
The convergence of market narrative and time nodes.
This may not necessarily be malicious behavior. I even bought some of the tokens myself. But you need to understand your counterpart in the transaction and have a clear understanding of the lifecycle of the tokens.
) AI Intelligent Agents and DeFAI
DeFAI may replace many existing crypto tools. If enough functionality is integrated, a DeFAI router can act as a yield aggregator, a decentralized exchange (DEX), and perpetual contract aggregator, a portfolio management tool, and even more.
However, I am skeptical of AI agents that claim to 'help you make money'. The dynamics of the market ensure that the excess return ###alpha( gradually diminishes over time. Nevertheless, DeFAI has the potential to provide significant support to individual investors by simplifying personal trading strategies and portfolio management.
Currently, AI is at a critical development stage. The AI hotspots have gone through several phases: first, infrastructure projects like Bittensor, then intelligent agent projects like AIXBT, followed by intelligent agent launch platforms (such as Virtuals) and frameworks (such as AI16Z). Now, the latest trend revolves around DeFAI.
An important trend that is taking shape
AI is undoubtedly one of the most important market hotspots in this cycle, but its long-term development direction is still unclear. The rise of DeFAI is particularly worth paying attention to because it does not promise magical 'money-making AI', but focuses more on practical functions, such as streamlining the process of income optimization, trading, and portfolio management.
The uniqueness of DeFAI lies in its potential to integrate the fragmented ecosystem of current encryption tools. Imagine a router that seamlessly integrates a variety of financial instruments, greatly reducing user friction. Although the idea of a 'money-making AI agent' may sound unrealistic, DeFAI's advantage lies in helping users execute their strategies more efficiently.
Changing Market Trends
Like all major market hotspots, the AI field is evolving rapidly under the promotion and experimentation. From the initial promise of AI bringing financial freedom to the practical functionality provided by DeFAI today, this change reflects the market's gradual shift from fantasy to practical application. It can be foreseen that AI will continue to be a core theme, but the ultimate winners will be those projects that can meet actual needs and avoid overcommitment.
The crypto market is still full of unknowns. Market hotspots change rapidly, and the future winners will be those who can predict the direction of public attention in advance. Stay sharp and flexible, while keeping an eye on the big picture, and don't be misled by short-term fluctuations.