Every day in crypto, people look for 100x coins, but I care more about one question: what justifies this coin going up 100x?​$ONE
A project having a story doesn’t mean it has value.​
A project having technology doesn’t mean there’s demand for it.​
A project having a small market cap doesn’t mean it’s bound to have room to grow.​
When I research altcoins, I usually look at a few things first:​$INIT
First, what problem does the project actually solve, and does it have real users?​
Second, how big is the gap between its circulating market cap and fully diluted valuation, and how much token-unlock pressure is still ahead?​
Third, are the holdings of the top ten addresses concentrated, and is there an obvious risk of selling pressure?​$JCT
Fourth, is there enough market depth for incoming funds to actually drive the price up?​
Many people focus only on whether the market cap is small, while overlooking the tokenomics.​
What’s truly worth researching isn’t a coin that’s cheap now, but a project that could generate sustained demand in the future.​
Anyone can tell a 100x story. What really matters is whether they can deliver on it.
#CPI高于预期,美股与BTC再度承压 #Strategy或遭MSCI剔除,面临最高28亿美元卖盘 #Anthropic拒绝延期IPO,本周路演估值几何?