Screen the investment idea framework of 100x coins and ambush the bull market in 2024

1. The circulating market capitalization and total market capitalization should be lower.

The total market value of the public chain should preferably be less than 50 million, and the dapp protocol should preferably be less than 5 million. It is easy to understand that the circulating market value is low. If the market value is not low, the space will not be large enough. The lower the better. Why does the total market value have to be low? That’s because tokens will be slowly released in the next 1-2 years. If the total market value is not low, it means that the project side can make a fortune without pulling the trigger and shipping sideways. In other words, if it falls another 10 times, there will still be high prices and profits.

2. The track ceiling should be high. At least the bull market valuation must reach more than 1 billion US dollars. If it is a meme currency, please refer to dog coin, if it is a public chain, please refer to ETH SOL MATIC, if it is a dapp and other protocols, refer to uni aave LDO, etc.

3. Don’t participate in new narratives and tracks that are too unpopular. Better to solve real problems. The new narrative must be long-term value discovery, not short-term cyclical hype. For example, the current AI GPU computing power narrative, safer, faster and more decentralized public chains, and several track infrastructure across the Yuanverse chain game AR.

4. The 100-fold black horse coin must be in a place where no one cares. Because the coins known to the entire Internet are basically open at a high price (ICP), or at a normal valuation (ARB), do you think their unit price can increase 100 times. When the market opened, the total market capitalization was tens of billions or hundreds of billions. Let alone a 100-fold increase, even if it increased 10 times, it would still catch up with ETH and BTC.

5. The liquidity of early Baix coins was basically very poor, and they were generally on the chain or on small exchanges. Therefore, when many novices see other people recommending early coins, they do not study the value. They keep saying that small exchanges do not want to go, they are too like local dogs, and the purchase is too troublesome. The app does not even participate. These are all superficial phenomena and do not see the essence of value. When I bought Magic in 2021, it was very troublesome to cross the chain. Then it increased 10 times in one month. When I bought PPI in February 2023, I also needed a double wallet to cross the chain. I tried many exchanges but they didn’t support it. Later, Gate supported it. Espace withdraws coins. Later, the threshold for brc20 tokens was also very high, and it was very troublesome to have points and OTC. In short, high threshold is the only way to stop leeks. There is no threshold on Binance, but it is difficult to make money on it, and everything is shipped after it goes online.Refer to the recent RDNT GNS PEPE FLOKI trend.

6. The best time for tokens to go online is at the end of a bull market or at the beginning of a bear market. When researching or buying, the best time for listing and washing is 6-12 months, and the best circulation rate is greater than 50%. KAS was launched in May 2022, and it was deeply shaken for about 6 months. The highest increase this year was more than 100 times. PPI was launched in May 2022, and started to explode nine months after the deep market wash. The current circulation rate is about 60%, and the highest increase this year is about 50 times.

7. If the unit price is low, there should be more zeros after the decimal point. If the unit price rises to a few hundred U or several thousand U, more than 80% of the leeks will be scared away. Especially in the big bull market, all the newcomers are new leeks. They only look at the unit price and do not understand the market value. The initial unit prices of meme coins and public chain coins are very low, and 3-5 zeros is normal.

8. It is best to use a public chain or a head protocol on a public chain. The most profitable thing in the currency circle is the public chain. In the great bull market of 2021, more than 10 public chain coins with 100 times the price came out, including sol matic avax and sol ftm. Each has its own advantages. There are also many head protocols coming out, such as uni aave cake xvs, etc. Why don’t I participate in Hong Kong’s hot currency ACH lina kdy? Because they are not a public chain, and many things have a short life cycle and are over after a wave of speculation. But the public chain is different. It has always been a hot spot and has always been about ecology and market value.

9. The founder, team background, investment institution, and financing amount must be reliable. It is best for the founder to be a celebrity in the currency circle such as the Ethereum core team. For example, the founder of KAS is Y Shen, and the founder of ROSE is Professor Song. Having a well-known institution participate in investment is equivalent to an additional endorsement. The amount of financing and project valuation are also very important. Good public chain projects generally have high valuations in the billions.

10. Those who violate the logic of value investing cannot participate. What does it mean to violate the logic of value investment? For example, AMPL is stable, and there was a deflationary token on arb before. The more you hold, the fewer coins you hold. When you see this kind of thing, no matter how innovative you are, don’t participate. In the end, it will definitely be the same. Chicken feathers, cut off the body completely. AMPL has cut many big Vs. If you think you're born to be a fast runner, just pretend I didn't.

11. Old coins try not to participate unless there is a very strong new narrative. For example, this round of RNDR CFX are all old coins, but his narrative is very good and perfectly fits the main theme of this new round of bull market.The former spans AI GPU NFT chain game AR VR metaverse and is a hot spot in several tracks, and it is difficult to be eliminated with basic settings. The latter is a better, faster and safer public chain, and it has the resource support of the national government behind it. In addition, Hong Kong will become the core of the new round of WEB3.0, making CFX the core target of Hong Kong hot spots. Putting aside this Hong Kong hot spot, it is also a better public chain, and it also has its ecology and value.

If you are interested, you can follow me. I will share my understanding of the currency market and the experience I have summarized, so that you can avoid detours; I will also recommend potential currencies and make precise layouts from time to time!

12. Choose Longyi for the track, and try not to choose the latter. I chose CFX for the Hong Kong hot spot, and the ecological currency I chose above is the dex token PPI. The ecological coins on CFX are all incubated on PPI, so it is the ecological coin Longyi. So you can't go wrong by choosing Longyi.

If you are interested, you can follow me. I will share my understanding of the currency market and the experience I have summarized, so that you can avoid detours; I will also recommend potential currencies and make precise layouts from time to time!