Who will ignite the next bull run?

Written by: hoeem

Compiled by: Tim, PANews

DeFi, DeFAI, and DeSci are the three strongest narratives in the current cryptocurrency space. Failing to continuously track their mind share, price trends, KOL perspectives, and catalysts is equivalent to wasting significant profit opportunities in a volatile market.

I will outline these narratives one by one according to the following structure:

Mind share: used to find the most关注的项目

Market sentiment: Everyone is optimistic about the projects.

Smart Followers: Understand what top accounts are focusing on.

Top Performers: Identify the projects that have moved the fastest over the past 7 days and the past 24 hours.

Mind Share /FDV: Exploring the Relationship Between Attention and Valuation

Funding Rate: Check whether the bulls or bears are overly enthusiastic.

DeFAI Narrative Overview

1. Mind Share

$GRIFT—86.84% (mainly because this term appears frequently on crypto Twitter, just my personal opinion)

$GRIFFAIN—13.16%

2. Market Sentiment

The market sentiment for $ANON is the best.

3. Smart Followers

$LMT leads the list, followed closely by $GRIFT and $ANON.

4. Best Performers

Past 7 days

Last 24 hours

5. Mental Share / FDV

I removed the GRIFT project because its community enthusiasm mainly comes from people exposing scams on the timeline. The adjusted icon can more accurately reflect the comparison between the token's actual mental share and its FDV:

6. Funding Rate

Longs are increasing capital in the perpetual contract market.

Overview of DeFi Narratives

1. Mind Share

$LINK—14.26%

$MNT—14.26%

$AAVE—11.71%

$PENDLE—10.87%

$ENA—6.62%

$UNI—6.62%

$EIGEN—5.09%

$EUL—5.09%

$ENS—4.24%

2. Market Sentiment

$MNT leads bullish sentiment.

3. Smart Followers

$UNIT leads this chart

4. Best Performers

Last 7 days

Last 24 hours

5. Mental Share /FDV

The current top five related tokens are: $TANGO, $EUL, $PENDLE, $HOME, $DOLO.

6. Funding Rate

Today, retail investors are driving the price of $LINK up.

DeSci Narrative Overview

1. Mind Share

$BIO—37.5%

$CRYO—12.50%

$RIF—12.50%

$RSC—12.50%

$URO—12.50%

$YNE—12.50%

2. Market Sentiment

$URO is currently the token that shows the strongest bullish sentiment.

3. Smart Followers

$CRYO has the highest ratio of smart followers.

4. Best Performers

Past 7 days

Last 24 hours

5. Mental Share /FDV

Compared to its FDV, $URO has the highest market mind share.

6. Funding Rate

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