ToE's Weekly Highlights #55

Digging up the grinds for the week.

Dec 31, 2023

Gm ToE readers. HAPPY NEW YEAR and I hope you have achieved all your goals for 2023. Looking forward to an exciting 2024.

Macro: early stages of bull with gradual increase unlike what we have seen in 2017
Trends: Narrative predictions with commonly sighted AI, RWA as key themes that will play out in 2024. Market cycle predictions are in
DeFi: Decentralized cloud computing, Kira, Metis, Avax, VKA bribe teams are forming, Merkle goes RPG lootboxes
Tools: Gem hunting tools, Shitcoining guide, accounts to follow, create your own SOL memecoin

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Segmenting the megathread of content into 5 parts:

Macro news
Trending narratives
Defi happenings
Educational resources and tools
Spicy crypto drama

1. Macro News

US Economic forecast for the year 2024

BTC market prediction

Based on historical patterns, here is one potential scenario:

We could be in the early stages of a new mini-bull run, where prices climb moderately over the next few months. However, this is unlikely to reach the frenzied heights of 2017. It will be a slower, more gradual ascent. This will suck in more retail investors who missed the early boat.

At a certain point, possibly near the old highs around $65k for Bitcoin, the whales and institutional investors who ignited the latest run will take profits. This would initiate a crash, but not a cataclysmic one. It could be in the 40%-60% range. While painful, this is normal by crypto standards.

After the correction runs its course, the big players will slowly start accumulating again. This boring sideways action will continue for a few months. But then thebull run will resume in earnest. This time, real FOMO will kick in as Bitcoin crosses $100k and major altcoins go on parabolic runs. We could see crypto dominance expand rapidly in 2022-2023.

@arndxt_xo on economic forecast

@KobeissiLetter on 2023 lookback

@zerohedge events in 2023

@SuburbanDrone on social sentiments

@hsilverb on $SPX total return contributions for December, 2023 & 2-year

@biancoresearch on S&P up for 9 weeks consecutively

@crossbordercap reflections

@trybeatbitcoin. CPI inflation pick SP500 bottom

2. Trending Narratives

@teamlukcapital on weekly defi

@0xYugiAI 2024 prediction

@insomniac_ac 2024 predictions

@josefabregab on METIS thesis

@tombheads on privacy and account abstraction

@Prithvir12 market views

@DeFi_Cheetah on new thesis in bull market

List of gems in each👇

🤖| AI:

🔷 $TAO

🔷 $OLAS

🔷 $AGRS

🔷 $PAAL

🔷 $ORAI

🔷 $LAI

🔷 $MND

🔷 $AEGIS

🔷 $HERA

🔷 $MOZ

🔷 $AQTIS

🔷 $AIT

🔷 $ASTRA

🎮| GameFi:

🔷 $MYRIA

🔷 $NAKA

🔷 $MBX

🔷 $GMEE

🔷 $EPIK

🔷 $MAGIC

🔷 $VRA

🔷 $BEAM

📊| Memes:

🔷 $BONK

🔷 $PEPE

🔷 $COQ

🔷 $KIZUNA

💻| SOL ecosystem

🔷 $JTO

🔷 $NEON

🔷 $CROWN

⚙️| #Bitcoin eco

🔷 $MUBI

🔷 $BSSB

🔷 $ORDI

🔷 $STX

🔷 $ORDS

🔷 $MAP

🔷 $LMR

🏘️| RWAs:

🔷 $CPOOL

🔷 $TRADE

🔷 $IXS

🔷 $RIO

🔷 $CBY

🔷 $RVST

Besides the above, I expect these categories to increase:

✅ DePIN:

$WNT, $CUDOS, $RWN, $WIFI...

✅ ETH eco - LSDfi and Restaking sectors

And L2s...

✅ GambleFi:

$RLB, $HILO, $DINERO, $BAZED, $WINR...

✅ Perp DEXs

✅ TG Bots

What did I miss?👇

@Flowslikeosmo on 8 narratives in 2024

@matrixthesun on market prediction

BTC ETF be buy the news (just like how ETH restaking started in early 2023)

Q1 will be a pump, best time for project launches and raises and then towards the end maybe a dump

Pump towards halving and with all previous cases dip after halving

Few months after halving retail comes in, we feel like we are in bull again

Even more catalysts with election year, Biden out, Trump win, more crypto friendly environment, we massively pump + chirstmas and into the bull new year

Q4 2024 and into 2025 will be the time for us to shine.