Which narratives hold potential and why? At what stage are they? Notable projects within these narratives? Which index/dashboards are used to monitor unusual shifts in a narrative? All will be covered in this DataFi research. Four significant narratives highlighted in this article are RWA, NFT lending, LSD-Fi, L2-L3-Ln.
Discovering the correlation between stablecoin supply and the Fed fund rate; Projecting the peak of interest rates in 2023; 3 macro indicators pointing to market cycles; and useful yet basic knowledge for cryptocurrency investors.
This article analyzes the correlation between cash flow - VC investment appetite and market development through each cycle/round of funding and each category. This article also identifies the VC investment trends within 7 ongoing narratives, comprehends the new season - new order - new strategy in VC investments, and presents some insightful perspectives about VC that you may not be aware of.
It was seemingly thought that without capital pouring into the market, the recovery phase would be absent. Predictions of the market were made based on borrow/health rate, and borrowing was seen as a positive move. But is this true? What is the capital flow alteration between ecosystems after a year? Which categories are attracting capital?