There are currently a few important nerratives in crypto

General
1

There are currently 3 nerratives that move crypto prices meaningfully.

  1. The store of value nerrative which has been won by BTC.
  2. The Defi nerrative which in my opinin is kind of won by ETH, but not really because of its clumsy architecture.
  3. The AI nerrative which is still up for grabs in crypto.

In order to increase the value of ICP meaningfully over time i think that dfinity and the community should focuse on developing 2 and 3.

Dfinity is obviously working on the AI nerrative. I think they should focus more on defi, because the IC TVL has been stagnenet for the past year now. This is clearly visible in defi lama.

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2

methinks time to focus on DAO narrative

3

AI and Defi narrative will fit good for ICP, Unfortunately we have a whale who destroyed the DAO narrative, and pushing the gaming narrative. We are doomed.

1 Like
4

taco dao will melt faces