@immachicken
pretty interesting read..https://x.com/0xkyle__/status/1871984136895733967?s=46&t=ADlBNlBFym7ozpMMEsYdbw
Narratives: AI (apps, not infra), DeFi (AAVE, ENA), L1s (SUI, Hype), NFT/Gaming tokens (PENGU, ANIME), Memes (PEPE)
Predictions: $BTC $200k, $SUI $10, Binance loses mkt share, DePIN adoption.
Rotation is key. Buy and hold may not work well anymore
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