# Catalysts

By [discretionary](https://paragraph.com/@discretionary) · 2023-05-09

---

Trying something new here. I’ve decided to write down theses of some narratives and upcoming catalysts I hear of. Will also mention the way I’m thinking of playing them (e.g. whether my invalidation is time or price based).

I will size up depending on what kind of narrative the market has to offer. I should allocate less to a fixed one-time event such as a product launch or a conference than I should allocate to an innovative narrative such as a new mechanism. As a rule of thumb, I will size-up properly if liquidity starts flowing in a bet and things start going in my way.

*   Level Finance (LVL) — **_Thesis_** : The recent exploit grew fear and intiated somewhat of a token price downtrend. The idea would be to purchase a few cheap tokens at first and then wait for liquidity to eventually increase my size. An excellent exit/catalyst would be a Binance listing. Staking tokens for comfort purposes could be an idea too.
    
*   Optimism (OP) — **_Thesis_** : Bedrock update to bring scalability (better than Arbitrum ?). The idea here is : Successful update = OP token pump, that’s about it (especially given the high token inflation).
    
*   Aave (AAVE) — **_Thesis_** : GHO stablecoin launch good for AAVE token price.

---

*Originally published on [discretionary](https://paragraph.com/@discretionary/catalysts)*