Crypto Narratives — 叙事驱动

Short $DASH if it gets into this box ~$60Very explosive coin => risky to short too early, but very rewarding if you time it correctlyI don't want to bother with the long trade, most likely it won't see $60 tbh

There are so few opportunities in the market that one of the things I look for is: a bounce vs OTHERS on the large caps that I think are destined to under-perform ( $XLM $HBAR), so that I can short them with high likelihood of profits

Altcoin watchlist:$MON$TAO$XPL$LIT$HYPE$ZEC$KAITO$NEAR

It will be concentrated in even fewer names once again, but alt season will come backI remember how I felt about a coin like $AVAX in late 2023, it was looking like it would be dead forever after a -94% drawdownThen October 2023 came, and AVAX pumped like 8x in a few months

https://cryptonarratives.substack.com/p/march-2026-recap-narratives-best

Practice having no positions opened on your perp account.Be ultra picky before entering a trade.

One of the worst things you can do in current conditions is try to make money quicklyYou are forced to size down and make progress slowly or you will get chopped up

Strongest uptrend coins in the market

https://cryptonarratives.substack.com/p/best-trades-of-march-2026

Day 2 of April and we've already had one of the biggest crimes of the month$STO13x in 2 days followed by a -90% collapseThis kind of move is an absolute nightmare for anyone that happens to get trapped in a short without invalidation, while it can be a gift for the mercenaries that are able to sit on their hands... and time the top to short (hint: you want the speed of price increase to increase i...

Justin Sun has been mogging the market hard with his $30bn (lol) coin$TRX

Crime calendarSep 2025: $MYXOct 2025: $COAINov 2025: $AIADec 2025: $PIPPINJan 2026: $RIVERFeb 2026: $PIPPINMar 2026: $SIRENThere's (at least) one really egregious scam pump each month

New scam coin in town: $ARIA(I’m interested on the long side, shorting this here is high risk)

They managed to liquidate a $1.6M $SIREN position around the $2 level... 20x in 6 weeks bottom to top. Extremely vicious and predatory, it reminds me of the BANANAS31 in July. Shorting it now is significantly less risky than shorting it before it had this…

Watching $SIREN in case it gives a +40% squeeze in 15 minutes again It would be a free trade

Pretty amazing that $BTC is strong against [gold + US equities] since the beginning of the Iran war

Not surprising to see a decline in volume on $STRC after the ex-dividend date, and $150M a day is still very significantWe'll always see the main volume increase before the dividend date, because people have to rush to get included for the payment.Also the price is barely down from par, which is constructive.(But if I have to be honest, I think it might be more healthy for the pref to regularly ha...

What the market is interested in:- AI x crypto: $TAO $GRASS $VVV- Select names with strong fundamentals: $HYPE $ZRO $SKY $MORPHO- Privacy: $ZEC- Memes: $FARTCOIN $USELESS $SPX

A lot of coins look roughly like thatUntil now, short martingalers have basically been rewarded since October 2025Gun to my head, I favor upside but I'm not adding risk here

https://cryptonarratives.substack.com/p/narratives-of-the-week-march-16