Crypto Predictions for 2024

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2023 has been a pretty good year for Crypto overall. 🧵 What will be the Narratives & what can we expect from 2024? Let's see what institutions and KOLs predict for 2024. Be prepared for the year to come! ↓

2023 Predictions back in 2022 have been pretty accurate, obviously some Narratives were not expected at all, like the ordinals & BRC-20 Some were expected but did not grow as much as expected. But overall it's always interesting to be prepared for new Narratives for a new year.

The thread will be organized as follows: 1️⃣ Review of 2023 2️⃣ VC & Institutions' Predictions 3️⃣ KOLs' Predictions 4️⃣ ETF Predictions

𝗙𝗶𝗿𝘀𝘁 𝗹𝗲𝘁'𝘀 𝗵𝗮𝘃𝗲 𝗮 𝗾𝘂𝗶𝗰𝗸 𝗿𝗲𝘃𝗶𝗲𝘄 𝗼𝗳 𝟮𝟬𝟮𝟯 Top Winners & Losers: People & Institutions (@francescoweb3) twitter.com/francescoweb3/status/1738168195339751572

Some of the best worst moments of this Bear Market: 2022 & 2023 (@Louround_) twitter.com/Louround_/status/1723765113671581938

2023 Year in Review (@Prithvir12) twitter.com/Prithvir12/status/1737109354367873216

State of Crypto VCs Q4 2023 (@CryptoKoryo) twitter.com/CryptoKoryo/status/1739685568764653905

𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝗼𝗻𝘀 & 𝗡𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲𝘀 𝗳𝗼𝗿 𝟮𝟬𝟮𝟰, 𝗯𝘆 𝗩𝗖𝘀 & 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝘀 Trends to Watch 2024, by Binance, Coinbase, a16z, etc (@ThorHartvigsen) AI, Modularity, Web3 Gaming, Tokenization of Off-Chain Assets, and more. twitter.com/ThorHartvigsen/status/1737886302253506741

CoinMarketCap's Summary (@CoinMarketCap) Bitwise, VanEck, Binance, a16z, Coinbase's Predictions summarized. twitter.com/CoinMarketCap/status/1740334278771126673

CoinDesk's Predictions (@CoinDesk) twitter.com/CoinDesk/status/1736807570470318202

17 Insights from Messari's Crypto Theses for 2024 (@stacy_muur) twitter.com/stacy_muur/status/1737441083326423394

Key Takeaways from Coinbase 2024 Crypto Market Outlook (@JavierAng_) twitter.com/JavierAng_/status/1736748263649464699

20 Insights from Delphi Digital's Report: The Year Ahead for DeFi 2024 (@stacy_muur) twitter.com/stacy_muur/status/1739255004261961884

Delphi Digital's Report for Gaming in 2024 (@stacy_muur) twitter.com/stacy_muur/status/1738896325507448936

10 Crypto Predictions for 2024 by Bitwise + Distilled's Opinions (@DistilledCrypto) twitter.com/DistilledCrypto/status/1735674551080456234

𝗞𝗢𝗟𝘀' 𝗖𝗿𝘆𝗽𝘁𝗼 𝗧𝗵𝗲𝘀𝗲𝘀 & 𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝗼𝗻𝘀 Thesis for 2024 (@DeFiMinty) • BTC ETF • ETH • Eigenlayer & Liquid restaking • GameFi • Perps • DePin • SocialFi • ZK and Multichain twitter.com/DeFiMinty/status/1739692592491856366

7 Predictions for 2024 (@arndxt_xo) twitter.com/arndxt_xo/status/1739967148699898294

13 Predictions for 2024 (@Prithvir12 & @yoshi_eth2) Spot ETF, Ordinals, ETH & L2, Restaking, etc. twitter.com/Prithvir12/status/1740267609529196734

7 Opportunities & Narratives for 2024 (@0xTindorr) twitter.com/0xTindorr/status/1739337511741305272

Disruptive Crypto Themes for 2024 (@DistilledCrypto) twitter.com/DistilledCrypto/status/1739690671840034890

12 Major Narratives for 2024 (@0xYugiAI) LST, RWA, AI, DeSoc, DePIN, and more. twitter.com/0xYugiAI/status/1739874678620192849

8 Narratives in 2024 (@Flowslikeosmo) RWA, Cosmos, EVM, Modularity, and more. twitter.com/Flowslikeosmo/status/1741127036683645016

Predictions for $ETH & L2, compared with $SOL (@QuantMeta) twitter.com/QuantMeta/status/1739980606581461431

Macro Predictions, Prices, Narratives, and more (@TheDeFinvestor) twitter.com/TheDeFinvestor/status/1740755774048182568

𝗘𝗧𝗙 𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝗼𝗻𝘀 ETF Market Predictions (@_FabianHD) twitter.com/_FabianHD/status/1740494949467169162

ETF Market Predictions (@ColdBloodShill) twitter.com/ColdBloodShill/status/1738939237414621224

ETF Acceptance Prediction (@CryptoGirlNova) twitter.com/CryptoGirlNova/status/1737965834868347278

Thanks for following me this whole year, we still have some PTSD from 2022, But overall 2023 was a great year, and I believe we're well positioned for the next Narratives and for 2024! We keep learning & we keep growing 🫡

Keep updated with the Latest Alpha in my Newsletter: tinyurl.com/shirosalphas Also find Live Alpha in my TG Channel: bit.ly/shiroalpha Find out about Catalysts & Alpha early, have your edge on the Market.

Frens that contributed to a great 2023 @chilla_ct @0xsurferboy @dontbuytops @matrixthesun @rektdiomedes @crypto_linn @WinterSoldierxz @hmalviya9 @poopmandefi @2lambro @eli5_defi @Flowslikeosmo @DeFi_Made_Here @LouisCooper_ @wacy_time1 @0xSalazar @TheDeFISaint @TheDeFinvestor