ilmscore | Prediction Details
"But I think the the thing that's I think a little bit the really unfortunate thing is that there's not a lot of real narratives and not a lot of stories, right? I mean this RWA, you know, how can you really make money off of of you know holding the token, right? I mean you know even the lighter token really passes on not a lot of you know of of the revenue that they're generating. I mean when you remember like last cycle it was all exciting. It was all DeFi. It was you know I mean you know last time there was so much to learn almost versus now it's just to learn where where the capital is flowing but there's not a lot of I think you know exciting protocols and I think that's a little bit the the unfortunate you know time and I think that's kind of like where I would argue that you know not a lot of money is actually being used to really be deployed in DeFi. So it's you know the narratives have really changed and you know last was also a lot of minting you know on the NFT side so you needed to buy Ethereum versus now it's more kind of like well I can make 3% staking yield I mean after all the cost and everything it's a lot less versus you know versus a 10-year Treasury pays around you know 4.1 4.2 too. So there's actually a negative carry to move money from Trefy into crypto versus last cycle, you know, thanks to, you know, three arrows and Alama who were paying of course, you know, massive, you know, yields basically that could be passed on to various instances versus uh, you know, treasury yield were just like 1%. So there was a clear incentive to move money from Trefy into crypto just to harvest the higher yield versus now it's the opposite. I think that's why it's very difficult because if you know the more and more yield is being E is being staked for example I think the less and less will be really be used unless of course it's liquid staking but I think a lot of the E are being staked is just like laying around and not being used and I think that it's a sign you know where we are in the cycle so I would say we need more exciting protocols exciting stories exciting narratives but I think the VC investors have not really put a lot of money into crypto and that's why a lot of protocols didn't really have a lot of I don't know marketing budget to drive like great narratives or something."
By Coin Bureau | December 14, 2025 | Correct
From video
This Is A Bear Market! Why We Could Be Heading Lower | Markus Thielen 00:38:03 - 00:39:55
Interpreted Prediction
The lack of compelling narratives and exciting protocols in DeFi is hindering altcoin growth. Current yields in crypto are less attractive than traditional treasuries, creating a negative carry and indicating a late-stage cycle where staked assets are not actively utilized.
AI Evaluation Notes
The prediction suggests a hindering of altcoin growth due to a lack of compelling narratives. While broad market sentiment can be subjective, the core idea of narratives impacting altcoin performance has seen some support, though the exact impact is hard to quantify, making it somewhat accurate.

Prediction Details

Topic
Altcoin narratives

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