Analyze the 100x coins in the last cycle

Judging from the currency price of this cycle, I divided the currency price into five levels, strong (a calf appeared in 23 years), firm (dropped <80%), regression (dropped 80% to 95%), and almost zero ( Drop >95%) and zero (death or drop >95% with almost no trading volume)

1. There are three strong projects, namely RPL, RNDR and OCEAN, which are LSD and AI narratives. These are mainly based on the hot narratives at the beginning of the year

2. There are 5 strong projects, namely MULTI (MULTI has almost returned to zero due to some force majeure external factors, but it was still very strong when this analysis was completed), LYXE, QNT, MATIC and BNB, which are cross-chain bridges, Stylish creativity, interoperability, scaling and exchange chains. These either have star founders or extremely strong capital

3. There are 30 returning projects, so I won’t list them all.

4. A total of 18 projects have almost reached zero

5. 5 zeroing projects, respectively due to market black swans (LUNA, VGX), scandals (SAFEMOON), and others (SOUL, CEL)

In terms of track narrative, the narrative of these 100x coins is: Layer 1 expansion, decentralized cloud computing (overlapping AI, VR benefits), data (word) economy (transaction, ownership), cross-chain bridge, practical foundation Facilities (node ​​services, oracles), payment, Meme, IoT

In terms of the projects themselves, most projects started with low market capitalization, 36/61, while projects started with non-low market capitalization mostly followed mainstream narratives, such as L1, L2, cloud computing, DeFi, storage, GameFi, NFT, etc. Projects that can travel through cycles basically have strong capital endorsement, narrative and project fundamentals, all of which are indispensable.

Tracks to focus on and lay out in the second half of the year

1.Chain travel circuit

In the second half of the year and before the interest rate cut next year, there is a high probability that it will still be in a bear market.

Just as Buffett will buy cash cows in the down cycle, #currency[超话]# in the bear market of cryptography will make it easier to give birth to some gaming projects that can attract many people to play.

After all, young people play games when they have free time. In the bear market, everyone will be more leisurely. When the bull market is busy, they will not pay attention.

I am currently paying attention to three targets on this track: RLB, PYR, aqdc

2. New public chain track

The competition among public chains is secretive. With the emergence of this round of second-tier public chains such as apt, sui, arb, and op, this direction has become very complicated.

As for the last round of star old public chains, sol, matic, dot, ton, ADA, TRX... where should they go?

Which one here has the best chance to rise again?

Personally, I am more optimistic about Sol and OP at the moment. Of course, there may be surprises for Ton, which no one pays attention to.

3.SocialFi (financial social)

This concept seems to be based on NFT, DeFi, and GameFi. Based on these, I want to make an innovation, change my vest, and play it again.

Not long ago, a friend.tech, unibot, was born. It increased 10 times when it was launched, and then it basically fell back to near the starting point of the previous increase.

This hotspot belongs to many people who passed by before they even reacted, like a gust of wind.

But if this narrative can lead to a bull market, it will probably set off a storm. This direction is also a bit similar to chain games. People will jump out of the track when they are idle and panic.

This ends today’s sharing. Thank you very much for taking the time out of your busy schedule to read this article. I hope the article is helpful to you. You can follow me and leave me a comment to communicate together.