# Catalysts

**Published by:** [discretionary](https://paragraph.com/@discretionary/)
**Published on:** 2023-05-09
**URL:** https://paragraph.com/@discretionary/catalysts

## Content

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.

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