December Outlook for the Crypto Market: Gaming is the narrative I'm most bullish on right now
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December Outlook for the Crypto Market: Gaming is the narrative I'm most bullish on right now
The best way to get involved in the Solana ecosystem is to see where the Solana Foundation is focusing its efforts.
Navigating Web3 tides with focused insightsAuthor: Rain Asleep in the Rain
GM, here comes the December outlook. Let me make a quick excuse—I’ve been super busy and exhausted lately, scanning projects every day with little energy left for writing. But this monthly outlook must be delivered; better late than never, and quality assured.
1. Gaming
Gaming is currently my most favored narrative. The only issue is that it's not easy to get exposure. Ultimately, if we want to participate in speculation around gaming assets, we need both research and hands-on experience to logically justify our entries and exits.
My cost basis for Bigtime was 0.19, and I exited around 0.6 (sold too early 😭).
Other gaming-related concepts include: RON, BERRY, Pixels Online, Treeverse, GMT, PRIME.
I hold positions in RON (chain), BERRY (token), Pixels Online Land NFTs (game NFTs), listed from largest to smallest position size.
Thanks to Pixels Online, Ronin’s daily active users have reached 115K per day. If you follow the official Pixels Twitter, you’ll notice they’re building momentum toward the upcoming $PIXELS launch—though we don’t yet know the token distribution rules, it’s clear that $PIXELS will draw significant market attention, bringing new growth to the game. Ronin is also actively marketing Pixels Online.
Judging from their marketing focus, Pixels will be Ronin’s main priority over the coming period.
Additionally, Ronin officially announced a partnership with Binance Pay on December 1. This is another point worth watching.
Treeverse
According to official announcements, Treeverse’s development version is expected to launch by end of December or early January. In the team’s Substack monthly update, they said: “wait for Dec for the big banger!” Personally, I really like Treeverse’s art style.
Also, Treeverse has just secured a new $2.5M funding round.
“This round includes founders and executives from companies like Animoca Brands, Sky Mavis, YGG, Faze Clan, Immutable, Pudgy Penguins, Pixelmon, Pixels Online, Pixel Vault and more.”
GMT / Gas Hero
The logic behind GMT is straightforward: Gas Hero can generate buying pressure expectations for GMT in the secondary market. However, GMT’s price performance has been mediocre, emmm… Still, I’m holding.
Aside from these, SugarTown is also in my portfolio, though I only own two NFTs. My reasoning is a bit odd: SugarTown (a simple runner-style game) is backed by a subsidiary of Rockstar Games, which is about to release GTA6—a title attracting massive market attention. SugarTown has been riding that hype, so maybe it could catch some of that spotlight too.
SugarTown has recently posted some PUA content as well.
Parallel PRIME has been mentioned many times before, so I won’t elaborate further. I personally like it a lot and have a position.
Other projects on my watchlist include Space Nation (has done extensive marketing recently), Gamee, Magic (expectations around launching a chain and a new game), Grape, Shrapnel (might launch a game product in December, solid investment backing), Meta Merge (a sheep project under Electric Sheep), Credles (a Bigtime clone), and Seraph (excellent game quality).
Of course, there are plenty more opportunities in the gaming sector. With the bull market approaching, I don’t have enough bandwidth to cover every single project. So if you’re bullish on something, feel free to comment—we can discuss together.
2. Thorchain
I've already shared extensively on Thorchain in previous threads—its economic model, current positioning, etc.—so I won't repeat myself here.
I remain firmly bullish on Thorchain and its forks: Maya Protocol, CACAO, Chainflip, FLIP.
3. Solana
Previously, my strategy on Solana was farming points for Jito, Margin, and Solend. Now, Jito has taken its snapshot and Solend has distributed rewards. Going forward, I'll shift all my farming efforts to Margin.
As for Jupiter, I personally think the current price on Aevo overvalues JUP, so I won’t participate at launch.
The best way to engage with the Solana ecosystem is to follow where Solana itself is directing effort. For example, in hackathons, besides DeFi and Gaming, they’ve also offered grants for AI, DePIN, and payments. So we just need to identify opportunities based on the chain’s strategic direction.
Zooming in further: Solana is pushing DePIN—so which projects are they supporting?
Hivemapper
Hivemapper’s native token HONEY became one of the most popular assets during Solana’s ecosystem resurgence.
Another notable mention: PYTH is a project I’m closely watching. I believe PYTH’s major breakout will come next year. Both governance decisions on fee models and external partnerships could serve as strong catalysts.
4. Inscriptions
I'm not a deep participant in inscriptions, but I believe they fulfill multiple needs and thus contain numerous opportunities. For miners, increased activity in the BTC ecosystem means higher income. For the market, new narratives bring fresh wealth opportunities. On CEXs, I’ll keep an eye on $ORDI and $SATS; on-chain, I’ll monitor Nostr-related developments.
5. AI
AI concept tokens have been among the best-performing assets this year. To be honest, I haven’t researched this space deeply. My initial bullishness stemmed from the belief that it would mirror the Facebook-to-Meta rebranding wave.
Trading AI narratives often requires tracking real-world events—such as when OpenAI’s CEO temporarily left and then returned, or high-profile AI summits. I’m considering focusing on $FET and $OLAS.
6. ETH and Its Ecosystem
$BLUR
Everyone knows the story with BLUR. Personally, I believe Blast’s valuation is supported by its TVL, while BLUR’s price reflects that valuation externally (in the short term). Since BLUR can be staked for farming, and the multiplier increases with longer staking duration, many people have already started hedging + staking. Hedge rates have mostly stayed positive, meaning fees themselves become part of BLUR miners’ income.
My personal move: buy BLUR and stake to farm.
$ARB
ARB? Although I’ve exited, I’m still quite bullish. First and foremost, ARB’s fundamentals—which is also why many others are entering. Recent ecosystem incentives and the Layer3 narrative (XAI will start node sales on December 7) are strong tailwinds for Arbitrum. Another factor: ARB’s unlock next year.
7. Cosmos
Beyond the well-known $RUNE, $CACAO, $FET, $KUJI, I believe $STRD will also emerge as a key opportunity within the Cosmos ecosystem. That said, I currently don’t hold any (portfolio too full).
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