Onchain Rotations
With the market heating up this weekend, I'm expecting to see some big onchain rotations as degenerate try to chase more profits. What areas do you think will have the biggest runners.
These are the main 3 I'm paying attention to and trying to find some plays within:
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Midcap Meme($10M-$30M): I know lower cap has more upside, but it feels like there will be plenty of 10Xs in this range in the near future. The down side is lower and it's easier to cut loss in this range. Also, it's easier to move with bigger size
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Gaming: I've been bullish on gaming for a while, but the real rotation never came. Now I am started to see some stuff shipped. I think once one gaming project has a huge run, people will start trying to find the next one and there will be some self fulfilling prophesies
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404s: These are a dark horse that I haven't heard a ton of people talk about in a while. A bunch of KOLs have been calling for NFT season forever. To me, 404s are the happy medium that could start a charge.
If you have any thing within these areas, please drop some info, or if you have other insights, I'd love to hear them
submitted by /u/andrewsayles
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