Part 5/11:
Timely identification is crucial, especially as these cycles are compressing into weeks rather than years:
Developer Activity: Sudden spikes in GitHub commits or project developments signal true innovation brewing beneath the surface.
Capital Flows: Watch for major rotations of funds, such as institutional investors moving from older chains to Ethereum layer-2 solutions like Arbitrum or Base.
Social Volume Metrics: Tools like Santiment or LunarCrush track mentions and sentiment. Look for divergence: rising prices with low social volume suggest early stages; exploding social hype with stagnant prices may be late-cycle.
The Dominant Narrative of 2025: AI and Crypto
Currently, the zeitgeist revolves around the fusion of AI and crypto: