The Top Crypto Narratives Before 2025 Bull Cycle (Pt 2)

Hey guys, it's Michael and welcome back to Box Money. We got Ron. All right guys, so 2025 huge year for crypto and everything here but of course you got to pay attention to the narratives that are going to come in place because when people talk everyone loves one thing a lot yeah and it explodes and then we get something that's like a massive price rise like with mantra DAO with the RWA narrative but there's more top narratives are going to come into play what we did in this video is we are both going to talk about our favorite narratives are coming into place and then we're going to have a discussion at the end so anyways that's what we're going to target for this video we're going to talk about the top narratives and what the key projects leading up to them there's actually going to be two videos we cut this into two videos we actually realized the content is just a lot of content so make sure you stay tuned for part one and part two of the video and without further ado guys let's get started everything covered here is my personal opinion not financial advice let's go perfect timing for this to talk about the next narrative um we talked about a little bit already the mantra the rwa real world assets mantra so mantra i didn't sell at all like uh i know it's crazy but i'll be hodling this for like a little bit of time and since one dollar right less than a dollar actually um like funny story right we're actually involved very early on we actually got uh out very early on and i was like oh this this doesn't look right it's okay and then i actually reduced my allocation for this but then it really took off yeah oh mantra is just insane so mantra real world asset my narrative is really strong because look at the end of the day crypto is in a little bubble all right the digital asset space we're in a little bubble we're saying look we have trillions but how do we get the mega trillions right how do we have access to real estate how do we have access to stocks how do we take over the world and that's mantra that's rwa real world assets how do you combine assets and how do you put them on chain because something that we saw right like in terms of this entire narrative how like something that we saw is that there's a convenience of trading crypto i think that's what really took over for a lot of people too it's like when people realize oh crypto's 24-hour trading there's global access to everyone and i feel like that's where that's not really explored in terms of real world assets like you see people trying to push like the stocks or something globally it's hard but the fact that you can buy ethereum have global access to everyone that's really really huge real world assets they never really had that global exposure before so yeah so that narrative for rwa it's freaking huge no right and uh it's one of the ones that excites a lot of traditional investors i think rwa if you look at how mantra grew uh it grew like with these explosions that move like it's that that coincide with like hundreds of millions of dollars moving into this coin right yeah and that can only really come not from just the retail space but from the like the family offices like you look at the big family offices in dubai they understand real estate right i don't really understand all this digital funny money internet stuff but they understand hey yo you put this property on this you put this stock here then you leverage that and you do whatever yield there they're really good at that right and they have a lot of money so i think that's what's happening here in the background is that it's got a lot of attention with the dubai audience with the you know the the rich people audience i think that's where that's where it's like gonna capture like the one percent of the one percent love this the old money the old money rich yeah i mean they recognize tokenization of real world assets tokenization part leveraging and how to extract and how to extract more money from that and then use that the extracted money to build up even more money right that's that's how that's how traditional has always worked yes and um exactly it's very interesting because like immediately if you talk to anyone who's from old money they're just thinking about like how much can you get out back on your bitcoin like i talk to people like um that are older investors they're like oh okay let's say i put a million dollars in bitcoin how much can i back it back immediately i'm like what is that your first question i thought we just buy and hodl you know like am i missing something here and they're like oh how do i leverage this you know they're immediately like how how do i how do i leverage this you know they're immediately how many percent do i get back i'm like okay you can go on compound and probably get like you know 50 60 percent back but you know like that's the first question they asked yeah that's the first question they asked like how much can i back back how much the world bank can me back on this how do i how do i leverage this and like uh use that as collateral for something else right that's the first question so i feel like that's the rwa people rwa people cater to that one percent and we'll see more explosive growth i think like the the crazy part is with mantra is that they work really well they basically combined with their biggest competitor and then just like made themselves bigger global audience guys global audience real world assets old money that's actually pretty exciting yeah yeah but them trillions are nothing yeah it's for a t inside this is not the top this is just the just the beginning it's the beginning bro we don't have yeah old money old money all right what's what's next social fi i think social fi will also be a key narrative and this in a way relates to real world assets not categorically but how the social effect now we can leverage on-chain technology to monetize creator economy right so when you're on x you can still earn from ads but you're not earning as much you don't have much control over how much you earn let me give you a very top-down example yes all right so the issue with social right now is that it's controlling our daily lives all right um the time that i spend on x on instagram tick tock yeah so people are spending a lot of time and obviously it's impacting how people spend and the issue here is that traditionally speaking we've been creating content but the money goes not to us but to facebook or the platform like facebook will be a good example of that um they were the most egregious because they gave us a way for us to connect to each other they don't have to create any content and then they farm the living out of us first yield farmers right they are the original first yield farmers right so just think about that you are creating the content you are entertaining your friends and facebook is making all the money yes right it doesn't make any sense yeah and this has always been a challenge like how do we make social media by the people for the people right and that was like kind of this attempt in crypto we saw that there was a way to monetize posts and we've seen the evolution of this right uh we've seen this with steemit that was kind of the first attempt that i got really involved in it's kind of like reddit but with crypto this is back in the day okay so this is like a dan larmer project uh this is og and then uh you get posts and you actually get money on their posts which is great and um it directly feeds the creators but they they didn't manage to really um use their community and i feel like we're much closer to unlocking the potential of this now because we have people who are good at building platforms people who are good at building social so social fire can take off and i mean another example was frintech yeah so we you see crypto trying all these things to do it but we haven't really broken into it like completely but if there's something that can be the next patreon that's gonna be freaking amazing so lively but both on socialfy built on base so it's a lot cheaper than a lot of people for people yeah and it basically create get paid yeah not a hard concept to understand yeah and lively is like patreon but it's like on steroids it's crazy because it's designed to make the content game work for everyone not just the top one percent of creators you don't need a registered business to get paid anyone in the world can monetize on lively and they had a very strong and very engaging campaign running throughout the years earlier this year they were awarded the social platform of the year award they are backed by phoenix group the fourth largest bitcoin miner globally with strong ties with the abu dhabi government a lot of content creators have already switched over to lively not just to create content but to really build a community around their brand as you can see we have influencers not just in web3 but also across different industries coming into lively and very soon lively is going to release their mobile v1 app that's going to make socialfy a lot more accessible to everyday users so you don't need to just have a pc in order to start earning from your posts and your content so i think when socialfy is really going to start taking off in the bull run lively is well positioned in that spot so what we'll do is we'll post this video on box money but we'll also post them our community so i'll make my profile everyone makes our profile and we'll become the largest community there to farm the most airdrops in fact later on we're going to be able to create our own community oh yes in here yes yes it's a big circle all right sounds good guys yes sir the token's already out and it has been performing very well even after the airdrop so lively you can see now it's at 16 cents they have grown quite substantially and they're now live in terms of centralized exchange on gate.io mexc and most recently bitpanda okay so that's for lively so just the last of course the one that we need to really talk about is memes okay so this this one doesn't need explaining um you know before i'll just say from my perspective before i was thinking okay i only want to invest in coins that have value memes have no value so i shouldn't invest in memes but that's changed because we realized memes are social value all right memes are it's something that's social that grows and people just resonate and what really changed my mind that made me really bullish on memes all right is when i saw the people that were going to conferences the new ones the new young guys that all look like jake paul and they're all trying to be one of these they only want to talk about memes all right the next generation if you think about the next generation of investors are coming in they don't give a fuck about anything else other than memes okay so regardless of what you think is the future okay so memes that cycle is going to be massive you know all these narratives are going to come in play next year so you have to pay attention to all the narratives and that's something i want to talk with ron and say what are we excited for first so i feel like the way crypto moves is that one narrative comes then it then it kind of like peaks out then another kicks in yeah and then it repeats and it's like a it's like a rotation yes so now the biggest question is what's the first one that's going to take off the first one this is great because we actually talked about this yesterday our quant told us this all right so um recently mudang got listed on coinbase right and our quant told us that coinbase will probably list even more meme coins either this month or in january because the feds are expecting to cut rates so you're saying meme narrative is going to be the first one it's currently the narrative but it's still going to blow the up more next year yes basically we position for the ones that could potentially be listing on binance or coinbase so something in the range between a hundred mil to 300 mil that is considered the sweet spot but not strong trading volume strong community yes um viral viral viral it so it needs to be very uh relatable to shareable to you have like a cult following that community that's when you know it's evergreen these are not the ones that will instantly rug pull uh these are the ones that will stay on forever because of the social value the culture then it comes to technique right how you trade these meme coins right so i feel like the bitcoin narrative um it's gonna it's gonna pop bitcoin fi it's gonna happen right and it's like it's not gathering as much steam as it should right now can make me large yeah but like i feel like that's the next one i can pop it's it's the lowest hanging fruit right anything bitcoin fine i feel like bitcoin narratives my top pick but the other ones are gonna heat up so i lost bitcoin's narratives heating up social fights gonna heat up rwa is gonna heat up so it's gonna be really sexy yeah and with that guys that wraps up the first video so this video one there are more narratives coming as well we summarized everything that we learned from everything from this year so you should pay attention and make sure you're subscribed more content is coming on top of that alpha drop runs like streaming non-stop every day on that so if you want to be streaming and following the bleeding edge of everything as well make sure to subscribe to alpha drop and with that guys that ends the first video make sure to watch the second one we'll see you there