"Except for death and taxes, there is no sure thing. Short-term speculators can only be buried with the market. Only long-term players can survive the short market." - "Wall Street"
This round of bear market has entered the second half from 2021 to 2023. It is undoubtedly a critical year now. No matter how much the last bull market has risen, our attention should be focused on the layout of the next round of bull market. No one likes bear markets, but they like the low prices that bear markets bring.
Only in a bear market can we find opportunities to obtain excess wealth growth. Prices fluctuate around value. The characteristic of a bear market is that the prices of many high-quality investments have been significantly lower than their value. If you are lucky enough to read this article and hit this era, congratulations, you have the opportunity to take a share of the wealth dividend of WEB3.
The last bull market has produced many, many, hundreds or even thousands of cryptocurrencies, such as sol, AVAX, matic, bnb, ftm, etc. The next bull market will be the same. The stories in each cycle are still the same, and I am happy to tell those incredible things. legend
Okay, it’s time to think about which altcoins to buy before the next bull market that may yield over 100 times the profit.
In the last bull market, among the top 600 currencies in market capitalization, 61 hundred-fold coins were produced, of which 11 were in the top 100 in market capitalization, accounting for 18%, and 21 coins in the top 100 to 300 in market capitalization were produced, accounting for 34.4%. Most of these hundred-fold coins were new coins. Planting means frying the old and not the new.
Let us return to the topic. What can we draw from those 61 hundred times coins?
The selection indicators for the next round of 100-fold coins have the same necessary conditions as the 100-fold coins in the previous round of bull market. First, they should be new coins launched during the bear market after the market reached its peak. These new coins should not have experienced the previous period. bull market. Specifically, in the last round of 100-fold coins, 76% of the projects were launched in the bear market from 2018 to 2020, while 24% were launched in 2017. As for the 200-fold coins, 85% were launched in 2018 Launched in 2019 and 2019. Only 1.7% of these 100x coins were launched at the end of the bull market.
From this perspective, we should focus on the new coins issued in 2022 and 23. When selecting, we must pay special attention to the market value. That is, the market value at the time of entry cannot exceed US$500 million. The past 61 coins with a market value of 100 times are all Emerging from the top 600 companies by market capitalization, in addition, the narrative direction is also very important. Among the past 100x coins, the public chain track accounted for the largest proportion, with 17 100x coins, accounting for 27.8%. Followed by chain games, there are 5 hundred times coins. Then there are the cross-chain, defi and meme fields.
Let’s talk about public chains first. At that time, public chains received very little attention. It was not until the rise of Ethereum that various public chains received widespread attention. As for the narrative of the next round of bull market, we should pay attention to L2 (second layer solution), artificial intelligence AI field, new public chain, GAMEFI chain game and LSD track, NFT, DEFI, etc., which are popular in the current bear market. Focus on the field of chain games, and in the next round of bull market, focus on areas with the potential to achieve user growth. Take chain games for example. The last round of chain game narratives is just an appetizer. Everyone should have some understanding of the importance of games in the web2 era, right? Therefore, I think the blockchain game field deserves attention. Another core is the capacity scale. The capacity scale is how much funds and users the project can potentially absorb, which directly determines the market value ceiling and sustainability of the project, such as DeFi people People can make markets, and cross-chain projects can definitely break into the top ten projects by market value.
After understanding the time market value and narrative, you can also pay attention to the background and team strength of the project. Many institutions such as Multicoin, Polychain, Alameda, Binance Labs and A16Z are investing in 100x coins. As for token distribution, the circulation ratio after unlocking is distributed between 40% and 60%. This range is The area with the largest probability distribution of 100x coins in the last bull market. Be cautious when judging investment opportunities and ensure you choose a strong project.
The total market value should be controlled below 100 million. The market value of the dapp protocol should preferably not exceed 5 million. The circulating market value should be as low as possible, so that there is enough space. The lower the market value, the better. Why does the total market value have to be low? Because in the later 1-2 years, the tokens will be gradually released. If the total market value is not low, it means that the project side does not need to promote the market and can get rich just by selling tokens. It can even be said that even if the price drops 10 times, there will still be a lot of money. High prices and profits.
The top of the track should be high, and the valuation of the big bull market should be at least more than 1 billion US dollars. If it is memecoin, you can refer to dogecoin; if it is a public chain, you can refer to Ethereum, Solana, and Matic; if it is a DApp or protocol, you can refer to uniswap, Aave, and other projects.
Don’t participate in tracks that are too popular. Choose a new narrative approach. It’s best to focus on solving practical problems. The new narrative should be about long-term value mining rather than short-sighted hype. For example, the current development of AI and GPU computing power, safer, faster, and decentralized public chains, as well as infrastructure spanning multiple fields such as the Metaverse, chain games, and AR.
At the same time, only in places where no one pays attention can one hundred times the black ringgit be the leader.
Since the coins that are well-known throughout the Internet are mainly open high (ICP) or have normal valuations (ARB), do you think their unit prices can increase 100 times? The total market capitalization of these currencies at the time of opening was tens of billions or even hundreds of billions. Even if it grows 10 times, it can be comparable to Ethereum (ETH) and Bitcoin (BTC).
Early 100x coins were difficult to circulate and could usually only be traded on the chain or on small exchanges.
Therefore, when many novices see early coins recommended by others, they do not study their value and always express their unwillingness to participate in small exchanges or on-chain coins, thinking they are too unreliable, the purchase process is too cumbersome, and there are even no mobile applications. However, these are only superficial phenomena and do not see the core of value. When I bought Ordi this year, there was only over-the-counter trading, and when I saw it, it was 0.5. I also studied the operation for a day or two, how to transfer and take over, find reliable channels, identify whether it is real, and what the logical principle of BRC20 is. Later, the highest price on the exchange increased to 27 US dollars, which can facilitate transactions. However, when there were many people calling, they would not get on the bus at 1 o'clock, and they would go up to the top of the mountain.
The best time to research or purchase is to choose a project that has been online and has gone through a washout period of 6-12 months, and its circulation rate should preferably be greater than 50%. KAS was launched in May 2022 and was deeply shaken for about 6 months. The highest increase this year was more than 100 times. PPI was launched in May 22, and began to explode after about 9 months of deep market washing. Its current circulation rate is about 60%, and the highest increase this year is about 50 times.
When the price is lower, the number of zeros after the decimal point needs to be increased.
If the unit price of a certain digital currency is a few hundred U or several thousand U at the beginning, more than 80% of investors will be frightened and choose to retreat. Especially in a bull market, novice investors are entering the market. They only look at the unit price and do not understand the importance of market value.
The best option is on a public chain or a major protocol on a public chain.
In the field of cryptocurrency, public chain projects have the greatest potential to make money. In the big bull market of 2021, there have been many rises exceeding
Public chain coins that have exceeded 100 times, such as sol, matic, avax, sol, etc., each have their own advantages. There are also some head protocols that stand out, such as uniaave, cake, xvs, etc.
Many tracks are just temporary hype and cannot last long. Public chains are different from this. It has always been a hot spot and needs to continuously develop its ecosystem and market value.
The background of the founder is also important. The experience and ability of the team members are trustworthy. The reputation and background of the investment institution are also important considerations. The reliability and stability of the financing amount also need to be considered.
When choosing a founder, it’s best to choose someone who is well-known in the digital currency field, such as members of the Ethereum core team. There are also some examples, such as the founder of KAS is Y Shen, the founder of ROSE is Professor Song, etc. At the same time, if a well-known institution participates in investment, it is equivalent to adding support to the project. The amount of financing and project valuation are also very important factors. Excellent public chain projects are usually valued in the billions.
People who do not comply with the logic of value investing are not allowed to participate.
Violation of value investment logic refers to failure to comply with investment principles. For example, the arbitrage of stable AMPL and a previous deflationary token, the longer the token is held, the smaller the amount. In this case, even if it seems innovative, you should not participate. In the end, it will inevitably fail and suffer heavy losses. AMPL has so far injured many well-known investors. If you think you're a naturally quick decision-maker, just pretend I didn't say that.
Unless there is a very strong new narrative, try not to participate in old coins.
For example, both projects, RNDR and CFX, are old coins, but their narratives are excellent and fit perfectly with the main theme of the current bull market.
This pioneering and emerging field involves many popular fields such as AI, GPU, NFT, chain games, AR, VR, and metaverse.
The second project of the 100x coin project is gamefi, which accounts for 8.2% of the total share. The reason is simple, because in the Web2 world, e-commerce and advertising are ways to make money, and games are one of them. In the world of Web3, this is just repeated, and there will naturally be no shortage of games. The last round of projects such as axs gmt were very strong. Now there are projects such as magicgala for game ecology and imx for game public chain.
The third direction of the 100x coin project is cross-chain, Internet of Things (IOT), decentralized finance (DEFI), and MEME. The proportion of these three directions is 4.9%. Cross-chain solves the interoperability problem between different chains, so it is bound to have outstanding performance in this field. The MEME direction has higher requirements for the attributes of virtual currencies. I am more optimistic about the DEFI field, such as gns, gmx and other projects, which all have good prospects.
I recommend not to choose projects with a market value of more than 2 billion. Only focus on leading projects in the industry, and if you find a promising project, hold on to it firmly.
Let me briefly summarize the characteristics of Hundred Times Coin
1. Choose new coins that have been launched in the last 1-2 years, and do not chase the rise or fall of old coins. New things often have a better chance of breaking through in new rounds.
2. Pay attention to hidden small currencies with low circulation market value (less than 500 million US dollars) and small circulation. This leaves more room for imagination for subsequent growth.
3. The team has a strong background and is supported by investment from star institutions. This strengthens external recognition and confidence.
4. The token release mechanism is reasonable and the circulation is controlled at 40-60%, which will not cause the market to be hit by sudden sell-offs after the period.
5. Choose the top 100 leading projects by market capitalization and don’t chase after them. Headline projects have obvious advantages and are more likely to achieve further breakthroughs.
6. Select promising tracks, such as decentralized public chains, GameFi, cross-chain, etc. Don’t be fooled by short-term trends, choose the field of sustainable development
7. Look for entry opportunities near the bottom of the market and build positions in batches. Avoid being hooked after a high point orgy.
8. Avoid being crazy about covering positions like a gambler. Be disciplined and don’t chase high prices if you miss them. Prevent damaging investment mentality.
9. Choose a currency with a low unit price, which will be more easily accepted by new users and expand liquidity.
There are also some more specific strategies for selecting 100x coins: for example, choosing coins with low unit prices (more than 0) will be more easily accepted by new people and expand liquidity. Choose a public chain or a leading protocol currency, which has the ecological cornerstone to continuously attract new users. Also value a team with a strong background and strong background, and don’t be fooled by superficial gimmicks.
Prioritize projects with real value support, and do not follow the trend of speculating on currencies without essential innovation. At the same time, 100x coins are only a small part of the portfolio, and the majority still holds large currencies such as BTC and ETH to hedge against systemic risks.
How to ensure that you successfully invest in the next currency that will grow hundreds of times? Our consensus here is that you should pursue new projects rather than old ones. First of all, I want to reveal to you a cruel fact. Perhaps even if the prices of currently popular currencies soar during the next bull market period, they may not reach half of their original highs. I know you're probably eager to argue with me about how awesome the technology behind this project is.
He has the ability to solve problems in the market and has received investment from an institution. I believe that in the future bull market, he will definitely bring me dozens or even hundreds of times of income, but don't worry yet. If you are an old leek, I would like to ask you to recall the original Ethereum competitor EOS, which once claimed to be able to reach US$1,000. What is the current currency price? It can be said that the influence of EOS was greater than what you see now.
It is much more popular than those on the L2 track such as Optimism and Arb, as well as LDO and SSV on the LSD track. If you join the EOS chat group in 2018 and you do not hold EOS, others will think You are not a real blockchain person. Therefore, I would like to emphasize to everyone here that if you are not a graduate student or doctoral student, you do not need to pay too much attention to the technical development blueprint described by the project party. Even if some projects are talking nonsense, don’t take it too seriously.
Really good technology can be reflected in the TVL, currency price or income of current products. Even if it is underestimated in a bear market, when market sentiment returns to rationality, the currency price can rebound and the value can return.
Let me discuss the best time to enter. The lowest point of 100X coin is generally synchronized with the lowest point of Bitcoin. Its rise and fall are affected by Bitcoin. It is currently in the late stage of the bear market. The best time to open a position is in Bitcoin. A stage of double bottoming before and after the halving (possible? I won’t predict the market here, but pay more attention to the real-time updates on my Weibo in this regard). I have also mentioned before that the market is created, not predicted. . In this process, time exchanges for space. When Bitcoin plummets before and after the halving, it will be a relative opportunity. Of course, this opportunity is not a fixed time, but a period of time, an area. Do not blindly predict 20,000, 10,000, etc. , assuming that it is only mainstream fixed investment, then it is still acceptable from now on. Buying at 20, falling to 10, and finally rising to 100 will result in profits. No one can buy at the bottom.
However, what I am talking about now is the 100-fold currency. Needless to say, Bitcoin and Ethereum, but the 100-fold space is naturally unlikely to be achieved in this round of market conditions, so my report today is only for copycats.
For those with relatively strong funds, I must think that holding a large number of mainstream currencies is the safest option, and some positions should be allocated to high-odds counterfeits.
But no matter how much they rose in the last bull market, these coins may disappear from the rankings in the next bull market, so even small positions with high odds are still something we need to carefully plan and choose.
Maybe everyone doesn’t know much about multiples. Let me do the math for you.
If you have an initial capital of 100,000, you only need to buy a 100x coin and hold it, and you can get a return of 10 million.
You only need to use a principal of 100,000 yuan, and as long as you correctly buy two currencies that can grow ten times and insist on holding them, you can get a wealth of 10 million yuan.
Just buy three 5x coins and hold them, and your 100,000 principal can become 12.5 million.
If you have a principal of 100,000, you can get a profit of 24.3 million by simply buying 5 coins with a 3x increase in value and holding them.
Here are four methods:
Before eating a 100x coin, you need to have all-round abilities, endurance, luck and execution. After all, there is only one chance, and the pressure to bear is too much.
For me personally, I think the second approach is the most feasible. The first 10 times refers to digital currencies with current market capitalization between 50-100. If you choose the industry leader, you can get 10 times the return even in a bull market. The latter 10 times depends on personal ability and insight.
The same goes for the third and fourth cases. If 100 times your bet makes you feel unlucky, you can also consider trying 50 times or 2 times your bet first. Multiplying the two times is also 100 times. Isn’t it easier to understand if you think about it this way?
Finally, and most importantly, combine knowledge with action. In the last cycle, there were many new investors who made more than the old investors. At that time, I thought that compared to the old leeks who had been working in the field of digital currency for several years, the new leeks had more courage when they broke in. They closed their eyes and rushed in. As a result, the wealth of those who made money by luck disappeared like a passing cloud. . There are very few people who can actually make money in the digital currency space and exit safely, so it is really important to combine knowledge with action.
In addition, it should be noted that I received some private messages, some of which were about simple questions. I will answer them directly, but if you need more specific and detailed suggestions, you can directly participate in our 100-fold plan challenge activity. Add QQ: 166813412
Please continue to view the following data:
Exchange ratio of the top 100 currencies by market capitalization
The top 100 coins in the cryptocurrency market on March 15, 2020, had a replacement rate of 67% compared to the top 100 coins on November 8, 2021, when the market reached its peak.
In the next bull run, it is very likely that like the current top 100 projects, we will often need new storylines to fill in the blank parts required for the next bull run.
Among the 100-fold projects, 76% were established during the 2018-20 bear market cycle, while the other 24% were established before 2017.
Next we will continue to explore the screening methodology:
The principles for screening altcoins are as follows:
The success of a product platform often depends on its certain thresholds. This threshold may be the uniqueness of the product itself, the ecosystem established by the product, or the brand's popularity. No matter which threshold it is, it cannot be easily copied.
This means that they can withstand the test of time, maintain their value and role for a relatively long period of time, and will not become outdated or eliminated. The long life of basic service products is due to their wide range of applications. , and is necessary for business operations.
3.Team
4. Currency price yield
5. Earnings growth
6. Token model
Everything should be optimized, a project that is not growing is meaningless if the code is not updated. You should stay away from it as soon as possible.
There is a popular comment on Zhihu, which is an investment idea provided by Chang Chai under a certain question in 2011. At that time, he suggested buying Bitcoin with 6,000 yuan and observing it again in 5 years. Now, five and five years have passed, how much regret and sigh is left for those who came after?
Looking back to 2016, an anonymous boss recommended Ethereum. Looking back now, it can be said that time is the best witness.
Looking at the overall trend, there was a slight rise in the first half of the year, and both the A-share market and the altcoin market continued to rise. But once the market goes down, all that's left in the market is worthless stuff. As for when the real bull market will arrive, it is necessary to comprehensively consider the overall market factors. The Federal Reserve will continue to raise interest rates this year, and it is likely to stop raising interest rates next year. In conjunction with the halving stimulus policy in May next year and the promotion of new narratives, a real bull market will will come. We are still in the rebound phase of a bear market.
Whether it is large-scale capital entry or regular investment, the second half of the year to the first half of next year is a relatively good time. Bitcoin will usher in the last wave of prosperity. Many people believe that now is the beginning of a bull market, but the market environment does not allow it. Start now. The Federal Reserve is still considering continuing to raise interest rates, and emergencies at the Bank of the United States have prompted Bitcoin to continue to rise. After all, Bitcoin and gold have now become the best safe havens.
Here, I want to say something off topic. Whether it is doubled or tenfold, the best investment options are definitely Bitcoin and Ethereum. Everyone must allocate their investment proportions reasonably. At the same time, you can use a small part of your funds to invest in some altcoins with great potential. Gain dozens or even hundreds of times the profit.
Although relatively speaking, one should follow the bottom of the big pie to participate in the entry of 100x coins, but many copycats are divided and may outperform the market for a while, and there is no lower limit for the decline. In short, the extent of the decline in the price of Bitcoin is always limited, even if you are now committed to investing Going into the bull market has also yielded a lot, but who knows for sure? In order to win, we need to formulate a good strategy and open positions in batches. The time to open a position must be in an area or a range, not a certain day or a certain price. At the same time, when we confirm our 100-fold plan, we must endure the fluctuations in the middle. , except for the moment when you decide to plan, just execute and then fill your time.
