Full recap of the crypto narratives of 2023

Month by month

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I recently posted a Twitter thread that was a recap of all the crypto narratives of 2023, month by month. It is useful to have condensed version of this, to get a sense of how quick the rotations happen in crypto. Most coins and trends have their time in the spotlight during a few weeks, and then cool off. I hope you will find this summary useful :

January 2023 : post-bottom pump / echo bubble

• $SOL revival and $BONK pump

• LSD : $LDO $RPL $FXS $SWISE $FIS

• AI coins : $FET $ORAI $AGIX $OCEAN

• Metaverse : $GALA $SAND $MANA $AXS

• $APT giga-run from $3 to $20

• $OP and ecosystem : $VELO $LYRA $SNX

• Arbitrum coins : $MAGIC $DPX $VSTA $PREMIA

• NFTs and NFT Finance : $JPEG $BEND $X2Y2 $MAGIC

• Curve broad ecosystem : $CRV $CVX $FXS $AURA $BTRFLY

• ZK : $MINA $LRC $DUSK $SYS

• Perp DEX : $GNS $GMX $DYDX $PERP $DXP

• Some alt L1s : $FTM $AVAX $INJ

• New coins with price discovery : $APT $OP $CANTO

February 2023 : echo bubble continuation

• AI coins : $AGIX $FET $ORA $ALI $NMR

• Optimism ecosystem (+ Base announcement) : $OP $VELO $SONNE $KWENTA

• Arbitrum ecosystem : $GMX $RDPX $DPX $MAGIC $RDNT

• ZK : $MINA $DUSK $LRC $SYS $IMX

• "Chinese" coins : $CFX $NEO $FIL $KLAY $VET $PHB

• $STX

• $FLOKI pump

• "Multi-month breakouts" : $RNDR $DYDX $INJ $FTM

• NFT coins (SUDO/BLUR airdrop) : $BLUR $BEND $NFTX $LOOKS $X2Y2

March 2023 : Banking crisis and USDC depeg

• $USDC depeg : $LQTY pump

• BTCfi : $BTC $STX $REN $RIF $ALEX $SOV $T

• Arbitrum airdrop : $MAGIC $GMX $GRAIL $PLS $JONES $RDNT

• $CFX last impulse (3x)

• $JOE

• $KAS

April 2023 :

• $PEPE launch and first pump

• Memecoin mania begins : $WOJAK $AIDOGE $BOB $BOBO (remember ben.eth ?)

• $INJ

• New coins had a pump : ID (+100%) ARB (+40%) BLUR (+40%)

• DOGE pump on Twitter logo switch

• $SXP

• "Uni-V3 season"

• $USH

May 2023 :

• Top of $PEPE (post Binance listing) and of the whole memecoin season

• Ordinals and BRC-20 first surge : $ORDI

• LSTfi : $LBR

June 2023 : BlackRock ETF news

• BlackRock files for a $BTC ETF : the whole market pumps for 3 days before ranging

• $BCH / $LTC pump

• PENDLE road to ATH (Pendle wars)

• DeFi 1.0 revival : $COMP $AAVE

July 2023 : Ripple news

• Positive news on Ripple vs SEC : $XRP & $XLM pump

• Gamblefi : $RLB $DMT $WINR

• TG bots : $UNIBOT

• $OP strength

• $SNX pump

• $MKR

• Animal races : $HAMS

• $DOGE (X rebranding)

• $BONE (Shibarium catalyst)

August 2023 :

• Wide market dump from $30k to $26k on $BTC

• Grayscale win vs SEC : short-lived pump

• "On-chain summer" usual suspects : $RLB $UNIBOT $OX $BITCOIN

• Base launch and $BALD rug

• Curve Finance hack

• friendtech launch

• Shibarium launch : sell the news on $SHIB

September 2023 :

• friendtech frenzy

• $MKR and its RWA narrative

• Many cartel pumps

• ETH futures ETF launch speculation

October 2023 : the Q4/ETF market pump begins

• $BTC up 28% because of ETF speculation (CoinTelegraph fake news)

• $SOL : short squeeze amidst Galaxy/FTX selling fears

• Strong coins : $INJ $PEPE $RNDR $LINK $RUNE

• On-chain memecoins : $BITCOIN $JOE $SPX smurfcat

• AI coins before OpenAI conference : $FET $AGIX $RNDR $OCEAN $WLD

November 2023 :

• OpenAI drama and AI coins pump : $RNDR $TAO $FET $OLAS

• Gaming : $ILV $IMX $SUPER $PRIME $BEAM

• $SOL and eco : $SOL $BONK Mad Lads $NEON $HNT

• $TIA launch and pump

• Strong coins : $SOL $INJ $RUNE $LINK $TIA $AVAX

• $ORDI and ordinals

• Pudgy Penguins

• ETHBTC heavy underperformance

• Binance $4bn fine + CZ steps down

• BlackRock ETH ETF filing

• Blast launch

December 2023 :

• $SOL mega pump, along with its ecosystem

• Alt L1 trade : $AVAX $NEAR $MINA

• $BONK : massive final pump and Binance/CB listing

• Memecoin mania : $WIF $COQ $TOSHI

• $SEI and EVM parallelization

• Consistently strong : $INJ $TIA

• BTC beta : $STX $ALEX $SOV

• Ordinals : $ORDI $SATS $MUBI

• ETH beta coins at the EOM : $ARB $OP $LDO