Some thoughts & potential narratives on some coins in my watchlist: BTC - Is back into the "safe haven" or "digital gold" narrative. Has held up extremely well and is back at its all time highs relative to stocks. ETH - Finally saw some strength the past few days and is now retesting an important area. This would be the first time in months where ETH actually retakes a previous horizontal support instead of just rejecting and making new lows. SOL - Steadily grinding up. Meme coins popping again, especially SOL ecosystem ones. If that trend sustains I don't see why SOL shouldn't just remain strong with BTC. WLD - Big event the 30th of April. If the market environment is right, coins tend to do well into these events. AI still a massive theme in the world and I don't think that's going anywhere. I don't like WLD as a long term hold (massive inflation/unlocks) but do think it can be a good swing or trade into the 30th if the market holds up. CRV - Has been very strong. Stablecoin hype is real and the stablecoin market caps have been increasing non stop. One of the few real revenue generating protocols out there which seems to be a theme people are giving more attention to recently. Some other DeFi giants like UNI/AAVE/LDO could benefit from this but these still seem more correlated to ETH than anything else. TAO - Strong push, doubling since its local bottom earlier this month. Some talks about a grayscale TAO fund and just overall institutional interest seems to be there. Its ecosystem has been popping as well. STX - Has been running pretty well the past few days. BTC Eco coin which was one of the leaders in this narrative late 2023. RWA as a sector has been getting a lot of interest but its coins are still not doing much. Many of these have inflated FDVs and large unlocks. Always on the look out for solid projects in this sector as I think it's a good potential narrative this year with Blackrock really betting on this as well. Most coins have seem decent bounces up until now after the depresssed valuations from earlier this month. I want to see BTC sustain above 90K and ETH above 1750 to keep the risk on appetite alive in the short term. Narratives should form soon enough and we'll be back into the liquidity rotating we have seen so much the past 2 years. Bet on the leaders, get out when the trade feels crowded, move on to the next. Easier said than done but that's a pretty solid trading strategy in a cycle like this.