1/ The New Food Chain
Crypto in 2025 runs on one rule: liquidity > everything.
Smart money doesn’t ask “What does this protocol do?”—it asks “Can I dump my bag on someone else in 30 seconds?”
If the answer is no, the token is already dead.
2/ Why Narrative Velocity Beats Tech Velocity
• 2021: teams shipped code, VCs locked supply, roadmaps were 18-month epics.
• 2025: the roadmap is a 24-hour Twitter thread.
Today’s winners launch, peak, and die inside two weeks—then the next ticker takes its place.
If you’re still measuring in “quarters,” you’re measuring with a sundial in a lightning storm.
3/ Liquidity Loops = New P/E Ratio
Forget burn schedules and staking yields.
The only metric that matters:
Depth-of-Market × Hot-Narrative-Momentum (DOM × HNM).
DOM ≥ $2 M on a <$20 M mcap + HNM score > 7/10 = 80 % chance of 5× inside 72 h.
Track DOM on DexScreener, HNM via TweetScout & KaitoAI.
That’s the new “fundamental analysis.”
4/ The Rotation Conveyor Belt
BTC pumps →
ETH & majors follow →
Capital rotates to high-beta memes →
Memes peak →
Profit flows back to stables →
Repeat.
Miss step 3 and you spend the rest of the cycle praying for a 2021 alt resurrection that isn’t coming.
5/ Edge in 2025: Speed, Not IQ
• 90 % of alpha is being first 50 wallets in a Telegram call that will hit 5 k wallets 6 h later.
• 9 % is watching the top 10 on-chain wallets; copy-trade in real time.
• 1 % is everything else.
6/ The Exit Cheat Sheet
Pre-set three rules on every entry:
a) 50 % out at 3× (risk-free).
b) 30 % out when DOM drops > 40 % in 60 min (liquidity exodus).
c) 20 % ride the parabola—trail with 15-min 10 % stop-loss.
No rules = exit liquidity.
7/ TL;DR
Fundamentals don’t drive price—liquidity does.
Narratives move faster than code.
Play the conveyor belt, set exits in advance, and remember: in 2025, the dumb money is the one still waiting for “utility” to matter.
Follow @Bluechip for the next conveyor-belt play before it hits the timeline.