What Am I buying (Pre- Halving) & More Important Why

The weirdest thing is happening to me.
People ask me what Coins & Tokens to buy?
And if they are still on time?
Really, asking financial advice from a baby?

This Is Not Financial Advice

Yes, I try to keep my ear to the ground and I love looking for new narratives, well no I am looking for narratives that will do well in the mid-term and long-term. I mentioned that last week:
Exploring The Crypto-Verse - You Should Go Your Own Way

To go a bit further this week let me tell you about how I tried this narrative approach last year and if it worked for me.

Yes, I know everything has gone up, but some coins went up more than others. And what those coins that went up more have in common is often that they are part of a popular narrative.

Before I get into those narratives let me give you some examples where I played the narrative game successfully.

The narratives I thought would do very well and will do very well in the next bull run are AI and Gamefi, no surprises there I hope.

It´s All About The Retail Baby

The reasoning is simple, bull runs are driven by retail.
Retail has not arrived yet.
Retail is not like you or me.
Retail has been drinking beer and watching football since they sold in 2022.

Now they will come back as soon as there are crazy amounts of money to be made and what narratives will they pick.
Not Defi, Not DePin, Not Oracles, Not RWA.
They will pick those they know:

• Meme
• Games
• Betting
• AI

And the only reason that AI is there is because it´s the magic word even for no-coiners, it sounds mystical but they hear it everywhere and so it resonates.
Hence when I started testing this narrative stuff for myself I used three coins:
$IMX, $RNDR, and $RON

Immutable X (IMX)

Now IMX is not pure gaming it´s a layer two, one of the first using the ZK roll-up tech and it proved how wonderful it works for NFTs on ETH for games like Gods Unchained.
I got in around September and it´s a solid 4X atm. It´s also a good bet as it will touch ZK layer two and gaming, both were hot narratives these last 6 months.

Ronin ($RON)

This was my biggest bet as it was a bit of a hidden Gem that was not widely spoken about maybe that is why I did not notice the till November when I got in at 0.80 cents. So, it's still a 3X after the sell-the-news event we saw this week.
That event allowed me to buy back a lot of RON I sold over the weekend at a nice little discount. Ronin is an EVM blockchain specifically forged for gaming they hold Axie Infinity but also Pixels (most popular game atm) will use the Ronin chain.
And again I combined the Gaming narrative with a more safe bet like a blockchain.

Render ($RNDR)

Render is probably one of the biggest AI coins around atm and it again is not purely one narrative as we will see later on but a mix. And if you mix the right narratives you have gold, if you mix the wrong ones you have....nothing.
Render allows you to rent out your GPU power to those who lack it, which makes it DePIN more than AI but the computing power needed for an AI-generated reality would be much easier obtainable using something like Render. Hence they jumped on the AI train as the protocol has use cases in an AI-generated future.
Got in around Sep at $1.50 so a steady 3X.

Am I Too Late?

These coins clearly performed better than last bull runs Gems like MATIC (POL for the Hipsters), ADA, or EGLD who did less than 2X in the same period.

Why is that?
It´s old narratives versus new narratives. Meaning two things. The old ones are no longer shiny and new, and a lot of people are holding huge bags of these old hip narratives that they gladly dump, hence increasing selling pressure.

Are you too late, As a matter of fact, you are. Even this baby advised everyone 6 months ago to check their bags and swap them for newer bags.

You are too late to be early you missed the 4X and your old bag did a 2X if you were lucky. But and this is as always in my stories there is a Big Butt (because I like Big Butts......) your not yet Elon Musk late to the Bitcoin Party.

You are fashionably late in the crypto community, but your exit liquidity is not even in line for this bull run so you have time. Not a lot of time but you have time.

What Are You Saying?

I am saying that there is still an opportunity, 4X sounds amazing after this bear market but those are just the pre-halving, pre-bull run Xs. They are not the Wen Moon Xs.
Check out this guys videos first part to see what I mean.

Welcome To Crypto

Nothing is certain, this is crypto, but if we get a post-halving bull run the right coins, with the right narratives turn that 4X into a 40X. That is what I mean when I say you still have time, but don't step in the bull run crap as so many.

Don´t assume every coin will fly. Because they will, almost every coin will do a 7-10X in the alt season that follows after BTC and ETH broke their All Time High (ATH).

But only the right narratives will boldly go beyond where any coin has gone before. And the best coins for that mission are those that get close to the ATH prior to the halving and reach price discovery soon after the halving.

Because when you go beyond your ATH and into price discovery, nobody is holding bags they paid too much for and need to dump. That is why you want a newer bag and a narrative with momentum. The longer that price discovery period takes the closer to the sun you will get.

The Pessimist

Now there will be those lovely pessimists who will say that the coins that pump now peak too early.
That those who chase a pump get burned.
That these coins had their time in the sun and will crash back down to earth just like Icarus.


And they have a point, but not at this point (in time).
First of all, you don´t chase a pump. You are not looking for pump&dumps.

You want to find a solid project whose price has risen over months and whose narrative is still happening when the halving has passed.
Because once the halving is done, things change.

The Post-Halving Perspective

Before the halving, you can make mistakes, but after the halving, you need to make money.
That means you have 90 days to decide which narrative you think will be the one that will run when the bulls run. And to select that shiny new coin with a 40X potential.

Right now, if you did not load up on the right stuff you missed a 3X, but after the halving if and hopefully when things go parabolic that 3X can be a 30X within one month.
That is when you want to be right.

Now below you will find what the narratives looked like so far. Social-fi had a short lifespan but Gaming, L2, and AI seem to remain constant so let me give you my take on some narratives since you still have time.

The Safe Bet

L1´s and L2´s are a safe bet, especially if a good BTC Layer 2 comes up I will grab that chance, The problem with safe bets is that the returns are not that great. But who cares?

The Too Early If You Ask Me

Real World Assets (RWA)
Long term this is where you want to be and it even might fly already during this bull run.
Jamie Dimon the big-balls boss of JP Morgan hates Bitcoin, but loves to tokenize the hell out of real-world assets like stocks, bonds, real estate, and all that other boomer stuff.
That would increase the accessibility for small-time investors and allow you to buy a fraction of a real estate project instead of the whole project.
As I said I think this needs a little more time, but the narrative is solid.

Oracles

To do the above you need another narrative, Oracles. Oracles make the connection between real-world data and the blockchain.
They ensure that tokenized real-world assets are correctly represented on the blockchain.
This is too complex for retail if you ask me, but one of the biggest opportunities for blockchain, that is why I have my doubts. The vision is clear, and the mission is clear but it will take time.
DePin is even harder to understand for retail degens but, they are closer to having real-world use cases that are token incentivized.

Decentralized Physical Infrastructure Networks (DePIN) is the name for blockchain networks that use tokens to incentivize communities (not corporations) to build physical infrastructure networks (think mobility, electric vehicle charging, telecoms etc.) from the ground up.

DePin is a decentralized way of sharing certain skills, resources, or infrastructures.
Making better use of what we already have will resonate with the environmental retail nocoiners flowing into the space. and lending stuff that you don´t use is great for those who have no money to buy crypto. That is why I think DePin might just be key next run.
I mean even retail should get the below storage space, videos, and wireless coverage:
Filecoin (FIL): A peer-to-peer (P2P) storage network that provides a decentralized market for storage space. Filecoin’s crypto token, FIL, is used to pay storage space providers.
Helium (HNT): A network for wireless infrastructure. Helium enables people to purchase Helium hotspots to provide wireless coverage and earn its HNT tokens in exchange.
Theta Network (THETA): A decentralized, P2P blockchain-powered video delivery network. Its token, THETA, is used for governance, staking, validation of transactions, and the production of blocks

The Retail Narratives

Diversifying is fine but I want to end up holding the Retail Narrative as much as possible
AI - AI is the magic word, so that is a narrative you want to look at and ensure you don´t buy the keywords but invest in an actual project as there is a lot of blah blah and few good projects. So my advice DYOR.
I will focus most on these last narratives Gaming & Betting.

Betting

I bet you that Gambling will take off once all-time highs start breaking. Because retail will only be seeing dollar signs and will throw their profits on the gambling table dreaming of financial freedom.
This one is a no-brainer and you can get in late and still be on time because this narrative only runs when people will be making so much money they are going to spend on the stupidest stuff, women, and betting (Cars and Booze are wise choices).
Rollbit dit very nice so far Decentral games is upcoming. And this one is a real micro-cap little GEM in the gaming and gambling world.
I put some money in this GrapeCoin GRAPE, because this is retail degen enough to make it even though it is a real risk but they are tangible: https://www.joingrapes.com/

Gaming

Now here I have a little contradiction, as I talked about the old narratives not having to be the new narratives.
The thing with gaming is that last bull run the crypto games were, a little messy to say the least. Done quick and Dirty and not at all interesting for a retailer looking for triple-A games.
Developing such a game takes years, so last run they just were not ready to reach retail.

Times They Are Changing

Since the last bull run Crypto Gaming received huge funding and that will result in huge returns and quality games for nocoiners.
Therefore the most logical narrative for me is gaming and there are different levels.
The safest is gaming infrastructure like Ronin.
Gaming Studios like Sky Mavis, Decentralan, and Imuatable X are probably the best risk/reward option.
And the biggest risk and highest returns are to be made in games, but only if they suck in those no-coiners.
I love to take long shots like GRAPE, but I always invest a bit conservatively in those. Something I did not do in this next coin. One of my larger investments is in $SHRAP. I touched on this coin last time and I promised to let you know why I am bullish on this one.
Well first of all the current price.
It´s not even up 2X since the launch while it launched in the most Bullish period of 2023.
But the first is definitely not the best.
This is an actual triple-A game, already building a huge community, available in the Epic store, developed and run by big names in the industry and to be released in 2025 at the top of the bull run.
This game has everything going for it, so it will probably fail but hey I did my research, I am early, and I like the narrative so it´s an educated bet.
If this sounds like your cup of crypto I will have a Shrap Special coming in a couple of days.

Bikini Bottom Line

You are not too late, I served you some great narratives on a silver platter, so now it´s up to you to get rich or get rekt.

Think about your bags and if they still represent a popular narrative.
Think about retail and what narratives they would pick first when they switch off their TV and return to the crypto-verse drawn in by the dollars(yes they still think in fiat).
Do some research and make sure you are comfortable with your portfolio going into the bull run madness, because after the halving you might no longer have time to change.

Thank goodness you made it till the end Pees, Love and I am out of here!
[Source Pic](All pics by MYI & AI unless watermarked or mentioned)