we're in the start of 4th stage of the altcoin season
Phase1: Jan- Aug'23 (7 months) - BTC found bottom, and flipped $30K as support
Phase2: Sep- March'23 (6 months) -- Front runners like INJ, LINK, RUNE, TAO, SOL started the alt run
Phase3: April - Nov'24 (7 months) - Market Dynamics changed, SOL outperformed BTC, and ETH underperformed, and memes on Solana captured the attention
Phase4: Dec - ???? (5-6 Months Possible) - everything will run phase.
Phase5: Peak of the cycle
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Weekly Token + Narrative Watchlist๐
โข $DOGE
- Coinbase International is set to launch $DOGE futures trading on April 1.
- April 20th is known as 'Doge Day'.
- It's important to consider the recent tendency of meme coin prices to react sensitively to such events.
โข $APT
- Aptos is poised for a significant RWA announcement in April.
- Potential partnership rumors with a major asset manager. (BlackRock/Franklin Templeton)
- I anticipate that details will be revealed at the 'Aptos DeFi DAYS' event on April 2.
โข $PENDLE
- Mid-April may see the launch of the EigenLayer token, per Arthur Hayes.
- The successful launch of $ETHFI - yielding returns of more than twice - has led to a renewed spotlight on Pendle Finance's product.
- Upcoming Restaking projects' token releases could boost Pendle Finance momentum.
โข $FTM
- Fantom Sonic Mainnet launch is expected late March to early April.
- CEO Andre Cronje is actively engaging in promotional activities.
- While the price may already reflect anticipated catalysts, strategic consideration is warranted due to the significant influence of Andre Cronje.
โข $STX
- The Bitcoin halving is approaching in less than a month.
- The Nakamoto upgrade is scheduled for the end of April.
- Recognized as the first SEC-compliant blockchain, Stacks continues to draw interest from global asset managers like Franklin Templeton.
โข $ONDO
- BlackRock has announced a $100M tokenized asset fund.
- Ondo Finance is the RWA project most associated with BlackRock at this point.
- Mentioned as a key project in Bitwise's "Crypto Use Case 2024" Report. (Potential additional institutional partnerships)
โข $TON
- Telegram has decided to exclusively use $TON for ad payments, which means an influx of 800 million monthly active users.
- Telegram holds a "potential IPO" catalyst.
- The TON Foundation's Open League starts April 1, distributing 30M $TON to projects and users in the TON ecosystem.
โข $XPLA
- Rumors suggest that zkSync will be launched in April.
- XPLA has recently raised investment from Matter Labs. (Potentially a zkSync beta)
- XPLA has onboarded the AAA game 'MadWorld' and plans to onboard two more AAA games soon.
โข $AERO
- The base chain's TVL doubled in a month.
- Aerodrome is the leading DeFi on the Base chain, potentially acting as a Base-beta.
- Aerodrome plans to launch Slipstream within weeks.
- Coinbase Ventures officially announced its purchase and holding of $AERO last February.
Much can be discovered by tracking which coins bounce back most effectively after a dip.
This post will explore a) the coins showing the strongest recovery, and b) the altcoins likely to make their move next.
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I hope you've found this helpful๐ซก
โฌ Follow me @layerggofficial for more.
๐Like + Retweet if you enjoy this watchlist series.
Many shitcoins pumped over the last week:
$WIF +340%
$PEPE +270%
$FLOKI +240%
Missed them? No worries, meme season has just begun.
$BLAST shitcoins could be next +10,000% gainers.
Here're 8 coins I'm bullish on ๐งต๐
Alex Becker just revealed his Ultimate 2024 Altcoin Portfolio!
His picks range from Low Risk to High Risk (10-50x Potential)
Here are all 32+ projects @ZssBecker talks about:๐
_____________________
1. $AVAX - @avax
"Avax is a really really strong narrative. I think it can get to a $50 Billion Market Cap. Thats around a 3-5x from here"
2. $LINK - @chainlink
"It's the most useful crypto in all of cryptos. I can only see this doing a 3-5x from here"
3. $IMX - @Immutable
"This thing is absolutely run if we go into the Bull. It has a chance of doing a BNB-like run"
4. $BEAM - @BuildOnBeam
"I think that this is probably going to be one of the strongest coins this bull because its new. This thing can run like an absolute maniac. Everything is gonna be using BEAM"
5. $SUPER - @SuperVerseDAO
"Super is just a parent. It has been one of my largest holdings since forever. I believe it has the potential to go to IMX levels. It has limitless potential"
6. $PRIME - @EchelonFND
"Very strong narrative around it and could go absolutely nuclear"
7. $OAS - @oasys_games
"Also has a very strong narrative around it"
8. $SFUND - @SeedifyFund
"I think that this is going to do really well. It is the biggest gaming launchpad in the space"
9. $BYTES - @NeoTokyoCode
"I am the founder of BYTES. It is going to do really well if there's a bull run"
10. $PAID - @paid_network
"This is going to do really well because the demand for IDOs is just strong"
11. $PYR - @VulcanForged
"It has a great narrative. It did really well last run and I think that it will do really good this run. It has the ability to go much higher"
12. $NAKA - @NakamotoGames
13. $WAGMI - @WagmiGameCo
"I think WAGMI has a really strong place"
14. $MYRIA - @Myria
"I think that this game is really undervalued right now. I think this can be way more than a 10-15x from here"
15. $VRA - @verasitytech
"VRA is a really strong coin it deals with advertising if gaming content. I think advertising is super undervalued right now"
16. $ALU - @AlturaNFT
"I think it's really just being overlooked right now. And I think its going to go to a very very high market cap and pull 10-15x from here"
17. $MAVIA - @MaviaGame
"Our bet here is that it's gonna be the next Axie. It has a lot of players its probably one of the most downloaded games right now"
18. $BIGTIME - @playbigtime
"This is another super strong contender and something you should definitely consider putting in your portfolio"
19. $SHRAP - @playSHRAPNEL
"It has a pretty nasty fully diluted market cap. I think its a little underrated right now"
20. $SIDUS - @galaxy_sidus
"Sidus is another strong contender and it has a lot of attention in this space. It has a launchpad and a lot of burning of the token that's going on."
21. $CROWN - @photofinishgame
"This is just a horse racing simulator that has the NFT part of it absolutely nailed. I think that this is absolutely going to be stupidly huge"
22. $BCB - @BCBerc20
"This is my biggest bet when it comes to sports betting. I think the narrative around gambling is so strong that this will do really well"
23. $RDT - @ridotto_io
"It allows people to build their own crypto gaming gambling. That's just nasty"
24. $AKT - @akashnet
25. $PAAL - @PaalMind
"PAAL is my absolute favorite out of the AI list"
__________________________
UPCOMING PROJECTS:
26. Gunzilla - @GunzillaGames
27. Bloodloop - @BloodLoopGAME
28. Pixelmon - @Pixelmon
29. Chronoforge - @playchronoforge
30. Monad - @monad_xyz
31. Rumblekongs @RumbleKongs
32. Treeverse - @TheTreeverse
33. My Pet Hooligan - @mypethooligan
34. DOP - @dop_org
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