Full recap of the crypto narratives of 2024, month by month : (1/n)
January 2024 : ETF approval - Jan 3 : huge liquidation event - Jan 9 : fake ETF approval and ETHBTC pump - Jan 10 : ETF approval - ETHBTC and ETH beta coins pump : $ENS $ARB $LDO $MAV $ENS - $SUI (last unpumped L1?) - $RON - $TAO - Solana memecoins : $WIF $MYRO - $PENDLE - Pudgy Penguins
February 2024 : AI coins, memecoins, green month - $BTC giga pump (+43%), and $ETH too (+46%) - OpenAI Sora news and AI coins : $WLD $ARKM $AR $FET $AGIX - Memecoins : $PEPE $WIF $FLOKI $BONK - Gaming : $BEAM $GALA $MAVIA - ‘New coins still gud’ : $MAVIA $ZETA $DYM - Farcaster and a short Base season : $DEGEN - PANDORA and ERC404 - $UNI fee switch : +80% - $STX as BTC beta - $ONDO - Bitcoin Ordinals : NodeMonkes & Bitcoin Puppets - On-chain runners : $TRUMP $WHALES $MOG
March 2024 : Memecoins and RWA - $BTC new ATH at $74k - Memecoins giga strong : $PEPE $WIF $FLOKI $DOGE - AI coins before Nvidia conference : $NEAR $RNDR $FET - $ONDO & RWA coins (TOKEN RSR OM) after BlackRock tokenized fund announcement - Solana season : $SOL crossed $200 and $JUP up 3x. $WIF to $5bn - $BOME & $SLERF (presale meta) - Base season : $DEGEN $AERO $TOSHI $BRETT - $BCH halving + giga strong - $APT 2x on BlackRock partnership rumors - EIP 4844 = nothingburger - $FTM 2x with Sonic catalyst - $TON 2x - $MKR : $2k → $4k - $ETHFI : x3 post listing - On-chain runners : $POPCAT $BODEN PEPECOIN
April 2024 : Red month, halving - BTCfi up before halving and then sell the news : $PUPS $WZRD $MUBI - 2 liquidation cascades on April 12 and then April 13 (Iran drones) - $ENA launch and up 2x - Memecoins were the strongest category post dump - $TON strong and then dumped after Durov talk on Token2049 - New coins bad : $W $TNSR $ZEUS $SAGA $OMNI $MERL post-listing dumps - $HBAR 2x and then dump on a dubious BlackRock partnership - On-chain runners : $BODEN ($700M top) $ANDY $USA $APU
May 2024 : $ETH ETF approval, $PEPE ATH, PolitiFi - $ETH ETF approval - ETH beta coins : $ENS $PENDLE $UNI $LDO - Memecoins strong again : FLOKI BONK TURBO (13x) / PONKE WOJAK MOG BRETT - $ONDO and RWA strong after ETF approval - $PEPE very strong, new ATH - AI narrative (NVDA earnings) : $AR $RNDR - $TRUMP and the PolitiFi narrative : new $MAGA coin + $TREMP - $FRIEND token launch - Roaring Kitty back and GME (stock) short squeeze - $PEOPLE : 4X - SOL celebrities meta begins (JENNER)
June 2024 : Red month - $NOT squeeze to 3bn - $BRETT to 2bn - Celeb meta : $MOTHER $DADDY - New $BNB ATH $720 - Concerns about Mt Gox distrib + Germans selling pressure - $DJT launch and Burj pattern - Egorov gets liquidated on his $CRV - Cat coins pump (MOG POPCAT) at the end of the month - On-chain runner : $WOLF
July 2024 : BTC Nashville - Germans selling their $BTC during the first half of July - Crash to 53k ⇒ altcoins capitulation but strong bounce - $XRP strong + dino coins (TRX ZEC XMR) - Trump shot (July 13) ⇒ market pump a few minutes after the shot - BTC Nashville conference with Trump ⇒ BTC pumped to 69k in anticipation - BTC rejected at 70k and then down only - $SOL + SOL beta hot during the whole month (JUP JTO PYTH RAY HNT) - Cat coins : $MOG $POPCAT $MEW - ETH ETF started trading : ETHBTC dumped a few days after - $ZRO : new coin pumping - PVP between $NEIRO coins, and NEIROETH to $200M - DeFi 1.0 behemoths $MKR and $AAVE strong - Sol memecoins : $GIGA ($30M → $200M) $SCF (100X) $MUMU RETARDIO
August 2024 : Crash below $50k BTC - Huge crash on August 5 with yen carry trade unwind - $SUI and the ‘next SOL’ narrative - Only $125M fine for Ripple ⇒ +30% on $XRP - Tron season : $SUNDOG (+450%) $TRX $SUN - $HNT - $AAVE - Neiro saga : NEIROETH (300M → 30M) and NEIROCTO → 60M - Sol memes : $FWOG (→ $100M) $GIGA (→ $300M) - $RTR launch to $150M and dump - Pavel Durov arrested in France ⇒ $TON dump
October 2024 : Murad mania - Murad mania : $SPX ($150M → $900M) $GIGA ($200M → $700M) $POPCAT ($1bn → $1.8bn) - $SUI (top at $2.3) $TAO $SAGA $SEI strong first half of the month but weak during the second one - $GOAT (0 → $900M in 2 weeks) and the AI meme/agent narrative : VIRTUAL +550% - Uptober for BTC and BTC.D - $DOGE and DOGEGOV - Very hot month on chain mostly on Solana but also on ETH - NEIROCTO new ATH at almost $1bn - $FWOG +260%
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