Liquidity has dried up and the price of Bitcoin has fallen below $27,000. How to find the next round of 100-fold coins?

1. Established during a bear market, 2. Investing in low unit price varieties in projects that have not been lost may increase the probability of finding 100x coins and look for projects with a relatively small market value. Focus on innovation potential and. In the field of market prospects, after evaluating the project background and team strength, most unlocked circulation is distributed in the range of 40%-60%.

There are several tracks here. In the violent bull market from 2020 to 2021, the public chain sector, defi sector, and game gamefi sector performed extremely well. For example, the public chain 100B has it. SOL 100 times AVA lower and second-layer horseshoe defi plates include uni, cake, avae, and axs.

2. The replacement rate of the top 100 coins by market capitalization. Compared with the top 100 coins in the cryptocurrency market on March 15, 2020, and the top 100 coins at the peak of the market on November 8, 2021, the replacement rate is 67%. The same is true for the high probability of loss in the next round. For projects currently in the top 100, the next round of loss often requires new narratives to fill in the gaps.

3. Participation of investment institutions, institutions that invest more than 100 coins in multicoin. The circulation and unlocking situation of Polychain BN a16Z, the unlocked circulation is distributed in the 40%-60% range, which is the probability distribution area of ​​the last round of bull coins.

4. Circulation depends on the unlocking situation. The unlocking circulation is distributed in the 40%-60% range, which is an area with a probability distribution of hundreds of times B.

5. Among the projects that were established hundreds of times earlier, 76% were established during the bear market cycle from 18 to 20, and 24% were established before 2017. In the last cycle, we need to pay attention to projects in 2022 and 2023.

6. Token Unit Price Investors generally prefer varieties with lower unit prices. Although the unit price of cryptocurrency does not fully reflect its value, the market psychology still prefers its low unit price varieties.

7. The relationship between market value and circulation. The relationship between market capitalization and circulation is also a key indicator, especially when looking for potential 100x coins. Projects with relatively small market capitalization have greater room for upside.

8. Industry fields From the perspective of industry fields, Defi, cross-chain, interoperability, infrastructure, LAYER2, X2e project background and team strength, large background, team strength and sufficient funds are also important factors.

This is where the bull market gets a hundredfold:

First-tier leaders: LTC, UNI, SOL, LINK, AAVE, MATIC, ADA, AVAX, ZEC, COMP, MKR... Second-tier potential: ENS, CRV, NEAR, SNX, ATOM, DYDX, SAND, SUSHI, AR... ...

New online varieties: APE, OP, IMX, BSW, LDO, SSV, GAL...

Dry goods wealth password:

Layout spot: xrp, ach, dydx, op, near, stop loss at the latest new low.

When will Shanzhai emerge from the independent market?

1. When the pie remains around 25,000, it is best to go sideways, which is a good opportunity for copycats to enter the market. There are too many temptations in the market, and you must learn to judge the market in order to be invincible!

2. Talk about MEME. After Sun Ge entered the MEME market with a high profile, MEME as a whole experienced a sharp decline. It was really a dazzling light for the industry. Short-term MEME has created a prosperous age ten thousand times. Therefore, if one person succeeds, tens of thousands of people will die, and tens of thousands or even more will be taken away. A large number of retail investors' funds have also made the already insufficient liquidity of the industry worse.

3.LSD and LSDfi sectors. One month since the upgrade in Shanghai, the net increase in the amount of ETH pledged has exceeded 570,000. This shows that LSD and LSDfi must be one of the major narratives of the next bull market, and there will definitely be several hundred-fold and ten-fold B types. The current LSD sector is representative of Coins such as LDO (the market share is already high enough and the unit price is not low), RPL (the unit price is high and the market price is already hundreds of times higher), and SSV (the unit price is high) all have more or less problems, and they are not perfect for me. The standard of 100 times B is in mind, so the possibility of big opportunities in the LSDfi field may be greater, so we should focus on it.

4. Binance’s trading volume dropped. Data from CCData showed that spot trading volume on Binance, the world’s largest crypto exchange, fell for the second consecutive month in April, falling to 46%. Coinbase and OKX, which rank second and third in terms of trading volume, only account for 5.60% and 5.39% of the total spot trading volume respectively. I am very optimistic about BNB. It used to be a new narrative for old coins, and the market-making mechanism of Binance itself is very good. However, the current market share of exchanges is already high, and the improvement rate is limited. Even if the logic of increasing penetration rate is adopted in the later period, it is a matter for the entire industry. Therefore, on the premise that no new narrative emerges, OKB's flexibility may be better than BNB.

Two major ways in which the market can make money

At present, L2 leaders ARB and OP may benefit the most. In addition, the ZK series is the most worthy of attention.

The ZK series leaders that have not issued coins include ZKS, STARK, SCROLL, etc. If coins are issued, it is expected that OP will become rich like ARB.

The ZK series that have issued coins in the early stage are also worthy of attention. Among them, the leading projects include LRC, IMX, etc. After technology upgrades, these projects with ecological applications may usher in an explosion.

Other L2 projects worthy of attention include MATIC, SHIB, CULT, etc.

Finally, there are still many things that have not been written in, such as specific opportunities and specific decisions. These things often cannot be summarized in one article.