Who will ignite the next bull market?
TechFlow Selected TechFlow Selected
Who will ignite the next bull market?
Three key indicators of major crypto narratives and in-depth analysis of leading projects.
Navigating Web3 tides with focused insightsAuthor: hoeem
Translation: Tim, PANews
DeFi, DeFAI, and DeSci are currently the three strongest narratives in the crypto space. Failing to continuously track their mindshare, price trends, KOL opinions, and catalysts is equivalent to missing out on significant profit opportunities in a volatile market.
I will outline these narratives using the following structure:
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Mindshare: Used to identify the most discussed projects
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Market sentiment: Projects that everyone is bullish on
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Smart followers: Understanding what top accounts are paying attention to
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Top performers: Identifying the fastest-moving projects within this narrative over the past 7 days and past 24 hours
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Mindshare / FDV: Exploring the relationship between attention and valuation
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Funding rates: Checking whether longs or shorts are overly enthusiastic
DeFAI Narrative Overview
1. Mindshare
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$GRIFT—86.84% (mainly because the term appears frequently on crypto Twitter; personal opinion only)
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$GRIFFAIN—13.16%
2. Market Sentiment
$ANON has the best market sentiment
3. Smart Followers
$LMT leads the list, followed closely by $GRIFT and $ANON
4. Top Performers
Past 7 days
Past 24 hours
5. Mindshare / FDV
I removed GRIFT from this analysis because its community热度 primarily stems from users exposing scams on timelines. The adjusted chart provides a more accurate reflection of actual token mindshare relative to FDV:
6. Funding Rates
Longs are increasing positions in the perpetual futures market.
DeFi Narrative Overview
1. Mindshare
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$LINK—14.26%
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$MNT—14.26%
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$AAVE—11.71%
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$PENDLE—10.87%
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$ENA—6.62%
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$UNI—6.62%
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$EIGEN—5.09%
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$EUL—5.09%
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$ENS—4.24%
2. Market Sentiment
$MNT leads in bullish sentiment.
3. Smart Followers
$UNIT leads this chart
4. Top Performers
Past 7 days
Past 24 hours
5. Mindshare / FDV
The current top five related tokens: $TANGO, $EUL, $PENDLE, $HOME, $DOLO.
6. Funding Rates
Today, retail investors collectively pushed $LINK upward.
DeSci Narrative Overview
1. Mindshare
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$BIO—37.5%
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$CRYO—12.50%
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$RIF—12.50%
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$RSC—12.50%
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$URO—12.50%
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$YNE—12.50%
2. Market Sentiment
$URO is currently the token showing the strongest bullish sentiment.
3. Smart Followers
$CRYO has the highest proportion of smart followers
4. Top Performers
Past 7 days
Past 24 hours
5. Mindshare / FDV
Compared to its FDV, $URO has the highest market mindshare.
6. Funding Rates
This concludes the content.
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hoeem
