How to use this thread: Each tweet is long-form, so I recommend reading the entire thread and bookmarking the most interesting tweets/sectors to dive deeper. In each tweet, I explain: • My thesis • Alts I'm researching • Tools to help you dive deeper Pick 2-3 of these

1. AI/Agents If you've been following me for a while, you'll know how vocal I've been on AI's potential in crypto. We saw some promising use cases earlier this year, but nothing has truly materialised yet. I think that's about to change. One subsector of the AI narrative that

@cookiedotfun 2. Robotics Another hot subsector of AI - Robotics. Web2 is pouring billions into this sector, yet the total crypto market cap is just under $400M. The bull case for robotics is simple: With mass web2/real-world adoption, Web3 will likely become one of the best verticals for

@edgenetwork 3. Prediction Markets Prediction markets have a very compelling bull case: It's one of the few markets where the average person can have a real information edge. It's also a very early narrative, with a ton of Pre-TGE projects, which makes it a great farming opportunity for

4. Privacy a16z just published an excellent piece on the strong demand for robust privacy protocols in crypto. As Web3 adoption goes mainstream, there's a direct correlation with an increase in the need for proper privacy. Within this sector, $ZEC has been very strong and is

5. Revenue-Generating Protocols I think as we enter the last phase of this cycle, it's best to focus on projects with real revenue. This time last year, the market was obsessed with memes. Now, it's the exact opposite. This is the cycle of flows. Projects that leverage revenue

@tokenterminal 6. Stablecoins Stablecoins have achieved the best product-market fit in crypto. Therefore, it would be remiss of me not to include this sector on my list. Getting exposure to the upside within this sector is tricky, as you can't directly trade stablecoins the same way you can

@CryptoSlate 7. RWA/Tokenisation Like this AI agents sector, RWA had a massive run earlier this year, and I think when it comes back, it could do big multiples from its bottom prices. And with such intense demand (bringing tangible assets on-chain), it's a sector I certainly wouldn't be

@RWA_xyz 8. Perp DEXs While this trade may seem slightly oversaturated, I still think there is some opportunity within this narrative. My bull case thesis mainly stems from the fact that a ton of protocols are still doing massive S1/S2 airdrops. On the other hand, more than ever, you

9. DATs This is one of the sectors I don't see discussed enough. Digital asset treasuries. Essentially, tokens which are acquired by major companies and added to their asset treasuries. I think there are still many asymmetries here. There are some very savvy protocols using

@CryptoRank_io 10. ICM Lastly, I decided to include the Internet Capital Markets narrative on this list, as I still think the narrative has some upside left. @ahboyash has a really good infographic on how to leverage this narrative going forward. Tools to use: Believe Screener & Believe

My sector watchlist cheatsheet:

I hope you enjoyed this thread. If you did, be sure to follow me @milesdeutscher. To stay in the loop with the development of these narratives, I'm also posting daily market updates on Telegram. Join below (it's free).👇

@milesdeutscher very sharp take, suggest doing a mini allocate in scouts to confirm some of them first lol

@milesdeutscher Your thread is gaining traction! #TopUnroll https://threadreaderapp.com/th... 🙏🏼@Trex888_crypto for 🥇unroll

@milesdeutscher Well said champ

@milesdeutscher Ser

@milesdeutscher Thread season back already huh.. curious what makes the cut this time..

@milesdeutscher Spot on! The real gems are hiding in plain sight when you know which narratives to follow.

@milesdeutscher Love how you’re already thinking ahead the real magic is in the quiet moves like a perfectly tailored dress just waiting to be worn

@milesdeutscher So much potential. Thanks for your research and presenting it in this way. Very accessible.

@milesdeutscher Thanks for the update Bruv

@milesdeutscher solid breakdown

@milesdeutscher Can you make a video, I ain’t reading all this.

@milesdeutscher Nice thread communities with conviction and a burning hustle mentality @MoonstersWeb3x have ideas daily. Are you ready for what's coming?

@milesdeutscher God everyone is so bored of crypto…trust me start an AI portfolio of stocks I’m up 82% ytd. Rotate out of crypto except maybe btc and chain link

@milesdeutscher To be honest . . . we can afford to ignore them and just play the stock market.

@milesdeutscher Indeed the thread of the quarter

@milesdeutscher @threadreaderapp unroll

@milesdeutscher Are you insane? You are so biased. How are you trying to make people believe you if you don’t take memes in the list. Your not stupid, but sometimes.

@milesdeutscher I've Bookmarked...... As the Thread is quite a bit long...... Would have to attend to this at a later time

@milesdeutscher @threadreaderapp unroll

@milesdeutscher The following is the final analysis result👇

@milesdeutscher $MUTE $WIRE $CEO @virtuals_io ecosystem agents.

@milesdeutscher

@milesdeutscher Awsome!