Full recap of the crypto narratives of 2024

Month by month

Ref link shill : My favorite exchange is Bybit, it is where I take most of my perp trades. If you want to start trading there, you can use my referral link by clicking here or use my code AOZDLZ6

Last year I posted an annual recap of all the crypto narratives from 2023, and it was well-received, so I decided to do that again for 2024 ! I hope you will find this summary useful :

January 2024 : ETF approval

• Jan 3 : huge liquidation event

• Jan 9 : fake ETF approval and ETHBTC pump

• Jan 10 : ETF approval

• ETHBTC and ETH beta coins pump : ENS ARB LDO MAV ENS

• SUI (last unpumped L1?)

• RON

• TAO

• Solana memecoins : WIF MYRO

• PENDLE

• Pudgy Penguins

February 2024 : AI coins, memecoins, green month

• BTC giga pump (+43%), and ETH too (+46%)

• OpenAI Sora news and AI coins : WLD ARKM AR FET AGIX

• Memecoins : PEPE WIF FLOKI BONK

• Gaming : BEAM GALA MAVIA

• ‘New coins still gud’ : MAVIA ZETA DYM

• Farcaster Frames and a short Base season : DEGEN

• PANDORA and ERC404

• UNI fee switch : +80%

• STX as BTC beta

• ONDO

• Bitcoin Ordinals : NodeMonkes & Bitcoin Puppets

• On-chain runners : TRUMP WHALES MOG

March 2024 : Memecoins and RWA

• BTC new ATH at $74k

• Memecoins giga strong : PEPE WIF FLOKI DOGE

• AI coins before Nvidia conference : NEAR RNDR FET

• ONDO & RWA coins (TOKEN RSR OM) after BlackRock tokenized fund announcement

• Solana season : SOL crossed $200 and JUP up 3x. WIF to $5bn

• BOME & SLERF (presale meta)

• Base season : DEGEN AERO TOSHI BRETT

• BCH halving + giga strong

• APT 2x on BlackRock partnership rumors

• EIP 4844 = nothingburger

• FTM 2x with Sonic catalyst

• TON 2x

• MKR : $2k → $4k

• ETHFI : x3 post listing

• On-chain runners : POPCAT BODEN PEPECOIN

April 2024 : Red month, halving

• BTCfi up before halving and then sell the news : PUPS WZRD MUBI

• 2 liquidation cascades on April 12 and then April 13 (Iran drones)

• ENA launch and up 2x

• Memecoins were the strongest category post dump

• TON strong and then dumped after Durov talk on Token2049

• New coins bad : W TNSR ZEUS SAGA OMNI MERL post-listing dumps

• HBAR 2x and then dump on a dubious BlackRock partnership

• On-chain runners : BODEN ($700M top) ANDY USA APU

May 2024 : $ETH ETF approval, $PEPE ATH, PolitiFi

• ETH ETF approval

• ETH beta coins : ENS PENDLE UNI LDO

• Memecoins strong again : FLOKI BONK TURBO (13x) / PONKE WOJAK MOG BRETT

• ONDO and RWA strong after ETF approval

• PEPE very strong, new ATH

• AI narrative (NVDA earnings) : AR RNDR

• TRUMP and the PolitiFi narrative : new MAGA coin + TREMP

• FRIEND token launch

• Roaring Kitty back and GME (stock) short squeeze

• PEOPLE : 4X

• SOL celebrities meta begins (JENNER)

June 2024 : Red month

• NOT squeeze to 3bn

• BRETT to 2bn

• Celeb meta : MOTHER DADDY

• New BNB ATH $720

• Concerns about Mt Gox distrib + Germans selling pressure

• $DJT launch and Burj pattern

• Egorov gets liquidated on his CRV

• Cat coins pump (MOG POPCAT) at the end of the month

• On-chain runner : WOLF

July 2024 : BTC Nashville

• Germans selling their $BTC during the first half of July

• Crash to 53k ⇒ altcoins capitulation but strong bounce

• XRP strong + dino coins (TRX ZEC XMR)

• Trump shot (July 13) ⇒ market pump a few minutes after the shot

• BTC Nashville conference with Trump ⇒ BTC pumped to 69k in anticipation

• BTC rejected at 70k and then down only

• SOL + SOL beta hot during the whole month (JUP JTO PYTH RAY HNT)

• Cat coins : MOG POPCAT MEW

• ETH ETF started trading : ETHBTC dumped a few days after

• ZRO : new coin pumping

• PVP between NEIRO coins, and NEIROETH to $200M

• DeFi 1.0 behemoths MKR and AAVE strong

• Sol memecoins : GIGA ($30M → $200M) SCF (100X) MUMU RETARDIO

August 2024 : Crash below $50k BTC

• Huge crash on August 5 with yen carry trade unwind

• SUI and the ‘next SOL’ narrative

• Only $125M fine for Ripple ⇒ +30% on XRP

• Tron season : SUNDOG (+450%) TRX SUN

• HNT

• AAVE

• Neiro saga : NEIROETH (300M → 30M) and NEIROCTO → 60M

• Sol memes : FWOG (→ $100M) GIGA (→ $300M)

• RTR launch to $150M and dump

• Pavel Durov arrested in France ⇒ TON dump

September 2024 : VC coins pump

• VC coins pump : SUI SAGA SEI, also ENA W

• TAO and AI coins

• FTM

• SOL mid caps (but not SOL) : CLOUD DRIFT PRCL ZEUS KMNO

• FOMC meeting : 50bps rate cut

• NEIROCTO : $15M → $550M (Binance listing)

• MOODENG : $1M → $300M

• SPX : $15M → $150M

• Memecoins lag at the beginning until end of month catch-up : POPCAT WIF MOG strongest

October 2024 : Murad mania

• Murad mania : SPX ($150M → $900M) GIGA ($200M → $700M) POPCAT ($1bn → $1.8bn)

• SUI (top at $2.3) TAO SAGA SEI strong first half of the month but weak during the second one

• GOAT (0 → $900M in 2 weeks) and the AI meme/agent narrative : VIRTUAL +550%

• Uptober for BTC and BTC.D

• DOGE and DOGEGOV

• Very hot month on chain mostly on Solana but also on ETH

• NEIROCTO new ATH at almost $1bn

• FWOG +260%

November 2024 : Trump victory, dino pump

• Elections and Trump victory

• DOGE and DOGEGOV

• BTC breaks out and reaches $99k

• Sol midcaps : RAY DRIFT PRCL ORCA

• Meme trifecta : NEIRO MOODENG GOAT

• SUI to $4bn FDV

• Dino coins giga pump : XRP ADA XLM

• PNUT ($2.4bn top) + ACT ($1bn top) Binance listing

• PEPE and WIF Coinbase listing

• BONK

• AI agents : VIRTUAL AI16Z ZEREBRO AIXBT FARTCOIN

• DeSci : RSC VITA GENOME URO RIF

• HYPE launch

• Other on-chain runners : CHILLGUY LUCE FRED

• 2021 metaverse coins : SAND MANA GALA

December 2024 : AI agents

• Last leg of the dino coins pump : $XRP top below $3

• HyperLiquid and eco : HYPE PURR PIP

• AI agents : VIRTUAL AI16Z ZEREBRO GRIFFAIN ARC GAME AIXBT

• FARTCOIN ($1.3bn top)

• Trump picks : AAVE ENA ONDO LINK

• SUI new ATH to 48bn FDV

• New PEPE ATH at $11bn

• MORPHO

• Pudgy Penguins and NFTs pump, PENGU token launch

• Scam pumps : MOCA UXLINK

• Losers : PNUT GOAT NEIRO POPCAT WIF