Market Narrative & Strategy - Initially, the strategy focused on associating with X official account, anticipating a narrative boost from Taylor Swift's involvement and X's profile picture change [1] - The industry shifted away from individual endorsements towards a broader "Orange Era" narrative, aiming to integrate Web2 trends [1] - The market recovered 300 thousand following a shift in strategy [1] - The narrative gained momentum after PUMP official account's endorsement, triggering a surge [1] Market Expectations - The market anticipates a potential increase from 1 billion to 10 billion, indicating strong bullish sentiment [1]

Trading Strategies & Market Dynamics - The author highlights the transition from PVE (playing against the project team) to PVP (playing against the entire market) in the crypto space [1] - The author initially profited by identifying and trading alongside project teams on BSC, scaling up from small investments to larger positions [1] - The author adapted this strategy to the Solana ecosystem, evolving from pure project team plays to community-driven and narrative-based trading [1] - The author successfully traded $BAN by tracking fund inflows, monitoring new addresses, and calculating cost basis, ultimately exiting with a profit after the price reached 80-90 million market cap [1] - The author emphasizes the importance of combining strong narratives with substantial funding for successful crypto projects [1] Contrasting Approaches & Market Philosophy - 0xEgg acknowledges the high workload and psychological challenges of constantly tracking project teams [1] - 0xEgg notes the difficulty in achieving significant wealth through simply tracking project teams compared to investing in strong narratives [1] - 0xEgg favors a narrative-driven approach, believing that compelling narratives attract project teams and investment [1]

Market Analysis - The scale of projects related to narratives similar to the "US party" has decreased significantly on the blockchain, from several million to tens of thousands [1] - The scale has reduced by approximately 99%, indicating a shift in market focus or investment size [1]