Today we are going to talk about a topic that everyone is interested in. We have talked about a lot of 100-fold coins before, but you have to know that 100-fold coins are hard to come by, but the probability of the bull market going down to 20-fold coins is very high, and The certainty is higher, so today we will take stock of which coins can rise to 20 times from the current stage, because we know that many coins have already doubled several times, but the meaning of today’s article is to start from the current stage. Calculated based on the currency price, there are still projects with a 20-fold increase. We rank them based on the fundamentals of the project (the market size, the degree of innovation/practicability of the project, the team of the project), the current market value (the size of the market value, the current circulation volume), stability (the probability of rising is greater than the probability of falling), and then it is only a data-level analysis without any endorsement or investment advice. The ranking is based entirely on personal experience and preference. #UNI #link
1.Link
The leader in the oracle track, although it has increased by 2-3 times, I still think it has unlimited potential. I have also mentioned in the previous program that it is a bridge connecting the real world and the blockchain world. I can call it the three cakes. It is not only indispensable in defi, but it can actually be applied to many fields, such as real-world NFT, insurance, used cars, Internet of Things, etc., so the innovation value can be rated 5 stars, and the market size depends on how big the defi field is. The current market value is 8 billion US dollars, and the highest market value in the last bull market was 16 billion US dollars. Currently, 40% of the tokens have not been unlocked. If it reaches the high point of the last bull market, and then releases about 7% of emissions each year, it can basically be ignored. Therefore, it is not a problem to double the bull market by 10 times and reach a size of 60-80 billion. That is to say, even with the current size, there is still 10 times the room.
2. HIM
The leader of DEX, although the team's actions some time ago hurt the hearts of some large holders of coins, it still does not prevent it from being one of the largest and most useful DEXs. The current TVL is 3.7 billion US dollars, far ahead, especially the V4 version that is about to be launched, which will be more user-friendly. The innovation index is also full marks, and the market value scale financial track is also full marks. The current market value is 2.8 billion US dollars. The peak of the last bull market was 36.6 billion US dollars. At present, 42% of the tokens have not been unlocked, and 2% will be released every year. Therefore, even if it reaches the peak of the last bull market, there is nearly 13 times the space, and this bull market is estimated to be 60-80 billion, so there is at least 25 times the space. 无门禁区近裙v：HUAZT6
3.ARB,OP
Putting these two together, they are actually similar. They are both leaders of Ethereum's op series L2. Then we only look at ARB (op is the same) with better data. Currently, ARB's on-chain TVL is 2.1 billion US dollars. What does this mean? Let's take a look at the TVL of the star high-speed public chain SOL (which has also doubled recently) in the last bull market, which is 600 million US dollars, and Binance Smart Chain is 2.9 billion US dollars, which is not much different from Binance's TVL, and is 3 times higher than SOL. OK, you say these two are old chains, then let's take a look at the newly released chain SUI, which has a TVL of 130 million US dollars, and then take a look at the project mantle, which is also L2 and the sponsor Bybit, which has a TVL of only 75 million US dollars. There is no harm without comparison. Then, currently 80% of ARB's tokens have not been unlocked. I heard that there will be a large unlocking in the bull market, which will unlock 60% of the tokens. The current market value is 1.3 billion US dollars, and unlocking 3 times will be 3.9 billion US dollars. In the bull market, it is estimated that it will reach about 50-60 billion US dollars, so there is also a 15-fold increase space.
4.APE
As the leader of NFT coin, we have analyzed in the program that yugalabs's operational capabilities are at the top of the pyramid. At present, the team has also completed the reorganization and is ready to sprint this chain game. In addition, we have analyzed in the program that this team has an annual royalty income of 50 million US dollars (150 million US dollars in the bull market) from the BAYC IP alone. There is a lot of cash in hand, so I don’t believe that it will not do well in this game. It will definitely do well. Yugalabs has proved itself countless times. I give full marks to this team's ability. Chain game Saida is also very big. At present, 64% of the tokens have not been unlocked, and the proportion of releasing 7.5% each year is currently 540 million US dollars. As for the estimation of market value, you can refer to the highest market value of 45 billion US dollars in the last bull market chain game axie, so there is still 80 times of space at present.
5. SNX
The leader of synthetic assets in the DEFI field, which has also been introduced in our 100-fold series, has unlimited potential and an unlimited industry. It can synthesize any real-world assets into on-chain assets, greatly promoting the development of the blockchain financial industry. It has also tripled, and the increase is very fierce, indicating that a lot of smart money has come in. The current market value is 900 million US dollars, and it is basically unlocked. There is no so-called inflation, because when others take things to pledge, they will synthesize SNX, so this is meaningless. Of course, there are also zero-sum game elements in the current SNX mechanism. You can see the content of the official account for details. The estimated market value of this project is at least 20-30 billion, which means there is still 30 times of room.
6. RNDR
The leader of decentralized cloud rendering is also one of the 100-fold series we talked about. In March, it was about 1.3, and now it has risen to 3.3. The industry pool is large enough, with a market size of 30 billion US dollars in 2025. The fundamentals are also very good, and the investment institutions are also very strong, all of which are big film companies. The integration of the token model is also unbeatable. The current market value is 1.2 billion US dollars, and 40% of the tokens are not unlocked, and the unlocking rate is about 10% per year. The bull market estimate for this project is at least around 10-20 billion US dollars, so there is also about 15 times of space.
7.STX
Bitcoin L2 leader, this project has been quietly developing for nearly 10 years, and has been deeply engaged in Bitcoin L2. It was not until the recent popularity of inscriptions that we discovered its existence. So this project has not died after 10 years, which shows that the team wants to do something, not just to collect money and run away. With the popularity of Bitcoin in the bull market, it will definitely be popular. The current market value is 860 million US dollars, and there is still 20% unlocked. Assuming that Ethereum's L2 can reach 50 billion US dollars, why can't Bitcoin's L2 reach it? So the current estimate is that there is also a 50-fold space.
8. GHOST
DEFI lending leader, the undisputed leading DEFI project on Ethereum, the leader in the lending field, currently has a TVL of 5.8 billion US dollars. Let's look at the data. The current TVL of Ethereum is 26 billion US dollars, so AAVE accounts for 22%. It has been mentioned before that the protocol can currently earn about 30-50 million US dollars a year, and it should be more in the bull market. The highest market value in the last bull market was 24 billion US dollars, and its current market value is only 1.4 billion US dollars, so even if it rises to the high point of the last wave, there is still 17 times of space. The estimated market value in the next bull market is at least 30-40 billion, so the optimistic estimate is about 28 times.
Okay, let’s talk about 8 of them today, and then bring you the analysis of the 8 projects tomorrow.