GM frens.
2023 Predictions back in 2022 have been pretty accurate, obviously some Narratives were not expected at all, like the ordinals & BRC-20
Some were expected but did not grow as much as expected.
But overall it's always interesting to be prepared for new Narratives for a new year.
Find this edition as a thread:
Thank you for sticking around this whole year, we’ve been through tough times, but 2023 has been a way better year for Crypto than 2022, and we can expect 2024 to be even better.
Let’s get straight to the alpha! 👇
I’m posting daily Live Alpha in my Instagram Story, and in my Alpha Telegram Channel ☟
My Linktree to have access to all my Content & Alpha on Twitter (X), Instagram, Telegram, and More: https://linktr.ee/cryptoshiro
This issue will be organized as follows:
1/ Review of 2023
2/ VC & Institutions’ Predictions
3/ KOLs’ Predictions
4/ ETF Predictions
Find your alpha! 👇
1/ Review of 2023
𝗙𝗶𝗿𝘀𝘁 𝗹𝗲𝘁'𝘀 𝗵𝗮𝘃𝗲 𝗮 𝗾𝘂𝗶𝗰𝗸 𝗿𝗲𝘃𝗶𝗲𝘄 𝗼𝗳 𝟮𝟬𝟮𝟯
Top Winners & Losers: People & Institutions (francescoweb3)
Some of the best worst moments of this Bear Market: 2022 & 2023 (Louround_)
2023 Year in Review (Prithvir12)
State of Crypto VCs Q4 2023 (CryptoKoryo)
2/ VC & Institutions’ Predictions
𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝗼𝗻𝘀 & 𝗡𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲𝘀 𝗳𝗼𝗿 𝟮𝟬𝟮𝟰, 𝗯𝘆 𝗩𝗖𝘀 & 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝘀
Trends to Watch 2024, by Binance, Coinbase, a16z, etc (ThorHartvigsen)
AI, Modularity, Web3 Gaming, Tokenization of Off-Chain Assets, and more.
CoinMarketCap's Summary (CoinMarketCap)
Bitwise, VanEck, Binance, a16z, Coinbase's Predictions summarized.
CoinDesk's Predictions (CoinDesk)
17 Insights from Messari's Crypto Theses for 2024 (stacy_muur)
Key Takeaways from Coinbase 2024 Crypto Market Outlook (JavierAng_)
20 Insights from Delphi Digital's Report: The Year Ahead for DeFi 2024 (stacy_muur)
Delphi Digital's Report for Gaming in 2024 (stacy_muur)
10 Crypto Predictions for 2024 by Bitwise + Distilled's Opinions (DistilledCrypto)
3/ KOLs’ Predictions
𝗞𝗢𝗟𝘀' 𝗖𝗿𝘆𝗽𝘁𝗼 𝗧𝗵𝗲𝘀𝗲𝘀 & 𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝗼𝗻𝘀
Thesis for 2024 (DeFiMinty)
BTC ETF
ETH
Eigenlayer & Liquid restaking
GameFi
Perps
DePin
SocialFi
ZK and Multichain
7 Predictions for 2024 (arndxt_xo)
13 Predictions for 2024 (Prithvir12 & yoshi_eth2)
Spot ETF, Ordinals, ETH & L2, Restaking, etc.
7 Opportunities & Narratives for 2024 (0xTindorr)
Disruptive Crypto Themes for 2024 (DistilledCrypto)
12 Major Narratives for 2024 (0xYugiAI)
LST, RWA, AI, DeSoc, DePIN, and more.
8 Narratives in 2024 (Flowslikeosmo)
RWA, Cosmos, EVM, Modularity, and more.
Predictions for ETH & L2, compared with SOL (QuantMeta)
Macro Predictions, Prices, Narratives, and more (TheDeFinvestor)
4/ ETF Predictions
ETF Market Predictions (_FabianHD)
ETF Market Predictions (ColdBloodShill)
ETF Acceptance Prediction (CryptoGirlNova)
That’s it for this year frens!
Thank you for following me this whole year, we still have some PTSD from 2022,
But overall 2023 was a great year, and I believe we're well positioned for the next Narratives and for 2024!
We keep learning & we keep growing.
Don’t forget to follow the people who provide us this content. They are big brains sharing their knowledge. You can also follow me on Twitter @CryptoShiro_.
Find more Alpha on my Telegram & Instagram here: linktr.ee/cryptoshiro
If you liked this edition and love to learn and share knowledge about crypto, you can share this post with your crypto frens!
Everything here is NOT Finance Advice and purely informative.