Looking at the 100 times coins in the last cycle, the inspiration for coin selection in the next cycle:
••Ranking: Choose those within the 300th place, with a margin of safety, and leave the 100th place to gain a rate of return
••Sectors: The eternal narrative of public chains and infrastructure. New sectors emerge in every cycle. Public chains took off in 17 years, mining coins dominated in 19 years, DeFi came out in 20 years, and gamefi took the lead in 21 years.
••Time to launch: Hype the new but not the old, launch within the past two years