News Heat Trend
Project Overview
Narratives is an On-chain Analysis and Predict Tool, to track emerging, trending and fading narratives. From major projects to fresh contracts, seconds after they're deployed.
Ansem: This Crypto Cycle May See the Largest Retail Participation in History, with Infrastructure and Narratives in Place
Ansem posted on platform X, stating that the current market remains in a stage with high growth potential. Bitcoin (BTC) and Solana (SOL) still have considerable room to rise from their all-time highs, with SOL down approximately 75% from its peak and BTC down about 50%. Compared to previous cycles, this cycle has more mature user experiences and infrastructure, including improved mobile trading experiences, lower barriers for wallet onboarding, and enhanced cross-chain capabilities, making it easier for new users without prior crypto experience to enter the market.Ansem pointed out that a growing number of high-quality developers are aligning incentives through a "token plus equity" model, offering investors exposure to a wider range of industry sectors. Meanwhile, institutional interest in Real World Assets (RWA), attention to the regulatory framework related to the US CLARITY Act, and the entry of major tech-finance companies like Stripe and Robinhood into the crypto space are all boosting market confidence. The wealth effect generated by AI stock performance in recent years, coupled with the wealth-building cases of Meme coins in previous crypto cycles, are reinforcing the market's perception of high-yield trading opportunities. While some earlier Meme coins grew from zero to tens of billions of dollars in market capitalization, the circulating market cap of current popular Meme projects like $ANSEM is still under $100 million, attracting speculative capital.This cycle features dual market drivers: institutional narratives and high-risk speculative opportunities. On one hand, mature financial applications like perpetual contracts and RWA will attract more professional capital; on the other hand, trading in Meme coins and low-market-cap tokens will continue to attract significant retail participation.Ansem stated that with more teams launching user-friendly mobile crypto applications that lower the barrier to entry, this cycle could become the one with the largest scale of retail participation in crypto history.
Stellar CMO: The Crypto Industry Must Move Away from "Get-Rich-Quick Narratives" Toward "Get Rich Slow" to Win Mainstream Trust
Odaily Planet Daily reported that Jason Karsh, the new Chief Marketing Officer of the Stellar Development Foundation, stated that for the crypto industry to achieve mainstream adoption, it must shift from short-term speculation and "hype cycles" to long-term value creation, emphasizing that "get rich slow" is the key path to building trust.Karsh pointed out that the industry's long-standing reliance on obscure jargon and technical terminology has actually widened the cognitive gap with average users. He believes that crypto "peaked too early in the public eye" due to the speculative frenzy, distorting its true value potential. He emphasized that the real opportunity lies in rebuilding the global financial infrastructure to enable more efficient value transfer and storage. Meanwhile, the Stellar Development Foundation, which has consistently focused on payment and cross-border financial applications since 2014, is now benefiting from the gradual regulatory recognition of stablecoins and tokenized assets.Karsh called stablecoins "the first killer app," but also noted that there is still a barrier to public understanding, suggesting they be redefined as "programmable dollars." He stated that the industry's future goal is to drive trillions of dollars in assets onto the blockchain, but the key lies in rebuilding trust at both the product and narrative levels, rather than relying on token issuance to drive growth. He concluded that the next wave of crypto growth will come from replacing traditional financial infrastructure, not just speculative cycles, but in the short term, the industry must first prioritize the foundational adoption phase of "attracting 100 million real users." (CoinDesk)
Bonk Guy: Capital Blindly Chases New Chain Meme Narratives, Most Projects Lack Real User Bases
Odaily News: Crypto KOL Unipcs (also known as "Bonk Guy") stated that Crypto Twitter (CT) and on-chain traders are constantly rotating to chase the hot narratives of each newly launched public chain—essentially, they are continuously seeking new opportunities to lose money.Unipcs noted that two weeks ago, the market concentrated on hyping the Base ecosystem narrative due to Robinhood Chain's performance, but the trend ultimately did not last. Last week, the market began viewing Stable Chain as the next "Robinhood Chain" opportunity, and he had previously warned the community about the related risks.He stated that the highest market-cap Meme coin on Stable Chain has already dropped approximately 90%, and most Meme projects have not generated genuine market attention.Unipcs believes he is not opposed to Tether or Arc Chain—if they focus on their positioning as stablecoin infrastructure, they may still achieve growth. However, forcibly fitting every new chain into the Meme coin narrative is an unreasonable market behavior.He added that many participants do not understand Meme coin culture, which could lead to significant losses for investors' assets. For trading Meme coins, Unipcs recommends focusing on networks with existing ecosystem foundations, such as Robinhood Chain, Solana, and BNB Chain.
“White-Haired Stock Guru” Serenity Summarizes Investment Stereotypes Across Different Markets: US Favors Future Narratives, Europe Focuses More on Resource Constraints
“White-Haired Stock Guru” Serenity posted a summary of the regional market style differences observed on X:1. USA: Bullish on all “futuristic” narratives, such as targets like $SPCX. Less sensitive to valuations, more focused on potential and imagination.2. Europe: From SIVE to SOI, attention to AI infrastructure construction is relatively weak. The time frame leans toward performance over the past 12 months (specifically noting that Belgium has performed decently, while observing France and Sweden).3. South Korea: High-leverage “Degen” style with extremely volatile markets, similar to the intense fluctuation structure of “50x Hyperliquid traders entering the stock market.”4. Japan: Generally mild and supportive, with fewer aggressive short-selling or bearish expressions.Serenity added that data on other regions such as Latin America is still insufficient, but observations will continue in the future.
Related news
Bonk Guy: Capital Blindly Chases New Chain Meme Narratives, Most Projects Lack Real User Bases
Odaily News: Crypto KOL Unipcs (also known as "Bonk Guy") stated that Crypto Twitter (CT) and on-chain traders are constantly rotating to chase the hot narratives of each newly launched public chain—essentially, they are continuously seeking new opportunities to lose money.Unipcs noted that two weeks ago, the market concentrated on hyping the Base ecosystem narrative due to Robinhood Chain's performance, but the trend ultimately did not last. Last week, the market began viewing Stable Chain as the next "Robinhood Chain" opportunity, and he had previously warned the community about the related risks.He stated that the highest market-cap Meme coin on Stable Chain has already dropped approximately 90%, and most Meme projects have not generated genuine market attention.Unipcs believes he is not opposed to Tether or Arc Chain—if they focus on their positioning as stablecoin infrastructure, they may still achieve growth. However, forcibly fitting every new chain into the Meme coin narrative is an unreasonable market behavior.He added that many participants do not understand Meme coin culture, which could lead to significant losses for investors' assets. For trading Meme coins, Unipcs recommends focusing on networks with existing ecosystem foundations, such as Robinhood Chain, Solana, and BNB Chain.
July RWA Sector Leads Crypto Narratives, On-Chain Market Cap Surpasses $32.2 Billion to Set New All-Time High
According to CryptoRank data, the Real World Asset (RWA) token sector led major crypto market narratives in July, with a median return of 10%. As of July 24, the market capitalization on RWA chains increased to $32.2 billion, up 12.3% from early July, and surpassed the previous historical high set in April. This indicates that traditional asset tokenization remains one of the key themes in the crypto market for July.
Ansem: This Crypto Cycle May See the Largest Retail Participation in History, with Infrastructure and Narratives in Place
Ansem posted on platform X, stating that the current market remains in a stage with high growth potential. Bitcoin (BTC) and Solana (SOL) still have considerable room to rise from their all-time highs, with SOL down approximately 75% from its peak and BTC down about 50%. Compared to previous cycles, this cycle has more mature user experiences and infrastructure, including improved mobile trading experiences, lower barriers for wallet onboarding, and enhanced cross-chain capabilities, making it easier for new users without prior crypto experience to enter the market.Ansem pointed out that a growing number of high-quality developers are aligning incentives through a "token plus equity" model, offering investors exposure to a wider range of industry sectors. Meanwhile, institutional interest in Real World Assets (RWA), attention to the regulatory framework related to the US CLARITY Act, and the entry of major tech-finance companies like Stripe and Robinhood into the crypto space are all boosting market confidence. The wealth effect generated by AI stock performance in recent years, coupled with the wealth-building cases of Meme coins in previous crypto cycles, are reinforcing the market's perception of high-yield trading opportunities. While some earlier Meme coins grew from zero to tens of billions of dollars in market capitalization, the circulating market cap of current popular Meme projects like $ANSEM is still under $100 million, attracting speculative capital.This cycle features dual market drivers: institutional narratives and high-risk speculative opportunities. On one hand, mature financial applications like perpetual contracts and RWA will attract more professional capital; on the other hand, trading in Meme coins and low-market-cap tokens will continue to attract significant retail participation.Ansem stated that with more teams launching user-friendly mobile crypto applications that lower the barrier to entry, this cycle could become the one with the largest scale of retail participation in crypto history.
“White-Haired Stock Guru” Serenity Summarizes Investment Stereotypes Across Different Markets: US Favors Future Narratives, Europe Focuses More on Resource Constraints
“White-Haired Stock Guru” Serenity posted a summary of the regional market style differences observed on X:1. USA: Bullish on all “futuristic” narratives, such as targets like $SPCX. Less sensitive to valuations, more focused on potential and imagination.2. Europe: From SIVE to SOI, attention to AI infrastructure construction is relatively weak. The time frame leans toward performance over the past 12 months (specifically noting that Belgium has performed decently, while observing France and Sweden).3. South Korea: High-leverage “Degen” style with extremely volatile markets, similar to the intense fluctuation structure of “50x Hyperliquid traders entering the stock market.”4. Japan: Generally mild and supportive, with fewer aggressive short-selling or bearish expressions.Serenity added that data on other regions such as Latin America is still insufficient, but observations will continue in the future.
Stellar CMO: The Crypto Industry Must Move Away from "Get-Rich-Quick Narratives" Toward "Get Rich Slow" to Win Mainstream Trust
Odaily Planet Daily reported that Jason Karsh, the new Chief Marketing Officer of the Stellar Development Foundation, stated that for the crypto industry to achieve mainstream adoption, it must shift from short-term speculation and "hype cycles" to long-term value creation, emphasizing that "get rich slow" is the key path to building trust.Karsh pointed out that the industry's long-standing reliance on obscure jargon and technical terminology has actually widened the cognitive gap with average users. He believes that crypto "peaked too early in the public eye" due to the speculative frenzy, distorting its true value potential. He emphasized that the real opportunity lies in rebuilding the global financial infrastructure to enable more efficient value transfer and storage. Meanwhile, the Stellar Development Foundation, which has consistently focused on payment and cross-border financial applications since 2014, is now benefiting from the gradual regulatory recognition of stablecoins and tokenized assets.Karsh called stablecoins "the first killer app," but also noted that there is still a barrier to public understanding, suggesting they be redefined as "programmable dollars." He stated that the industry's future goal is to drive trillions of dollars in assets onto the blockchain, but the key lies in rebuilding trust at both the product and narrative levels, rather than relying on token issuance to drive growth. He concluded that the next wave of crypto growth will come from replacing traditional financial infrastructure, not just speculative cycles, but in the short term, the industry must first prioritize the foundational adoption phase of "attracting 100 million real users." (CoinDesk)