Trading Talk 📈

With the market getting tired, something to keep a close eye on is which narrative will emerge next to take attention. The proverbial wind has been taken out of the sails of memecoins for now, and we would honestly say sentiment among most traders is worse than it was even in the bear market.

The reason for this is many feel they have missed the bull market, not making nearly the gains they thought they would based on last cycle. There’s a lot to say in response to this, but to keep things at a high level, it makes sense that many people missed this cycle so far.

If we go back to 2020-2021, we saw completely unprecedented growth in the crypto markets where market natives were not prepared take advantage of all the new liquidity. This time around, we have a different situation.

The average trader is much more sophisticated and knowledgeable than they were last time around, and there is this degree of nihilism that certainly didn’t used to be present. Whereas before we had “WAGMI” vibes and cults like the “Link Marines,” now we have insider trading circles simply looking to dump the next coin.

✅ This is a significant culture shift that means it is in fact much harder to win in this market, but it also means doing the proper research and having conviction is all the more important.

✅ If everybody is trying to rotate quickly to the next hot thing, good coins inevitably get left behind for smart money to accumulate.

✅ This is why it is so important to try to predict where future narratives may go, as if you’re right you end up front running the entire market.

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