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The 7 Most Bullish Crypto Narratives of 2024

Bankless

Bankless

Technology, News, Tech News

4.71.2K Ratings

🗓️ 20 March 2024

⏱️ 62 minutes

🧾️ Download transcript

Summary

The crypto bull market is here and nothing drives price like a good ol' narrative. On the show today we walk you through the top 7 that we're most excited about to watch unfold during this bull run. 

Can you guess which one is our favorite?
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TIMESTAMPS

00:00 Start
06:19 3 Ways To Make Money in Crypto
10:25 #1 - Decentralized AI
18:29 #2 - Restaking
24:40 #3 - Bitcoin Renaissance
30:25 #4 - New Infrastructure
42:10 #5 - Alt Layer 1
50:34 #6 - DePin
55:09 #7 - Real World Assets
59:45 David's Top Choice

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RESOURCES
https://www.bankless.com/the-2024-bull-run-narrative-glossary 
https://www.bankless.com/this-is-the-ai-x-crypto-cycle 
https://x.com/TrustlessState/status/1766087668595638336?s=20 
https://dune.com/hashed_official/lrt 
https://www.coingecko.com/en/categories/restaking 
https://www.bankless.com/8-bitcoin-l2s-you-should-watch?ref=bankless.ghost.io 
https://www.coingecko.com/en/categories/data-availability 
https://www.coingecko.com/en/categories/layer-2 
https://x.com/BanklessHQ/status/1764722637333229610?s=20 
https://www.coingecko.com/en/categories/layer-1 
https://www.coingecko.com/en/categories/depin 
https://youtu.be/kdQi-N1BfO4 
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Transcript

Click on a timestamp to play from that location

0:00.0

Bankless Nation, we have a Bankless Takes episode for you today.

0:03.0

I think it's a continuation from our episode last week, David.

0:06.0

Maybe by popular demand, a lot of folks like that episode.

0:09.5

So what we're going to talk about today is seven investment narratives for the 2024 bull market.

0:16.0

We touched on one of those investment narratives in the last episode, AI.

0:19.0

The number one, yeah.

0:20.0

We'll talk about that again, but then we'll give you six more that we think are very interesting.

0:24.3

How we're going to format this is I think we'll go one by one.

0:27.7

We'll talk about what the narrative itself is, why it's important, and what some projects are in that particular category.

0:34.8

What is investable?

0:36.6

So that is the format for today's episode.

0:38.6

Before we get there, a message from our friends and sponsors over at Kartezi, the first modular execution layer in the

0:44.2

crypto space that runs Linux. We all know Linux, but now Linux can be your virtual

0:49.4

machine for your particular layer two, layer three, app chain on Ethereum.

0:53.8

This is what Kartezi allows you to do, let you use Linux runtime

0:58.0

for your virtual machine for your chain.

1:00.4

So you can build daps that leverage all of the traditional open source

1:03.8

libraries and toolings that of course Linux has. There is a $1 million ecosystem

1:08.4

grant initiative from Kartezi that is live right now. So there's a link in the show notes

1:12.9

if you want to get some of that $1 million

1:14.6

to build on Linux in Web3.

1:16.8

There's two things I like, David.

...

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