How to combine the full rare market value + track to screen ten-fold coins???

For example, for first-tier L2, the current upper limit of the fully scarce market value that can be accepted is 10 billion US dollars; of course, if it has characteristics such as leading + technological innovation, the upper limit can be higher, such as 20-50 billion US dollars; that is to say, generally speaking, if the fully scarce market value of an L2 project is higher than 1 billion US dollars, it will be difficult to be included in the candidate list of ten-fold coins.

For the second-tier L2, the upper limit of the fully rarefied market value I can give is currently 2-3 billion US dollars. In other words, the current fully rarefied market value of a second-tier L2 must be less than 300 million US dollars to have a chance to enter the 10x coin candidate list.

As for application layer projects, since the scope is too wide, the competition is more intense, and the uncertainty is higher, even in the best tracks, such as those DeFi projects that are closer to money, the upper limit of the fully scarce market value that I can accept at present is probably... difficult to reach 10 billion US dollars. The best is only 3-5 billion, and the upper limit of most is about 1 billion US dollars. And this is still a relatively good field, such as some platform-like protocols in the fields of games, social networking, e-commerce, etc. Those not-so-good and less certain application layer projects are basically not within the scope of attention. This also means that once the fully scarce market value of application layer projects exceeds 100 million US dollars, it is difficult to enter the candidate list of 10x coins.

Of course, the application layer is not the current focus, mainly because of the lack of certainty. As for how to judge which projects or tracks are better? Or which ones have higher certainty and greater potential?

I only focus on 10x coins, so I will prefer those with greater potential and higher certainty in the selection of tracks. GMX is recently favored. As the popularity of ARB decreases, GMX is an opportunity to intervene