1. Circulation market value, total market value is low, for example, the total market value of public chains is less than 500 million, and the total market value of dapp protocols is less than 50 million. The ranking in Bihu is probably between 200 and 1000.
Why does the total market value need to be low? If the total market value is not low, the project owner can make a fortune by directly shipping the goods without having to pull the offer, so why bother?
Judging from the market value of public chains at the peak of the last bull market, a market value of 10 billion for an awesome public chain should be no problem.
Several public chain representatives that stood out at the top of the last bull market:
The maximum ETH is 4800u, the total amount is 120 million, and the total market value is 570 billion
The maximum BNB is 650u, the total amount is 200 million, and the total market value is 130 billion (with destruction, ignore)
SOL has a maximum of 250u, a total of 550 million, and a total market value of 137.5 billion.
Matic has a maximum of 2.8u, a total amount of 10 billion, and a total market value of 28 billion.
The highest FTM is 3.3u, the total amount is 3.1 billion, and the total market value is 10.2 billion
How did these coins fare during the bear market?
Matic: listed on Binance at 0.003, and then stabilized at around 0.0145, with a total volume of 10 billion, and a total market value of 145 million after stabilization. The highest increase was 2.8, and the maximum increase after stabilization was 200 times. (Issuance time: 2019/04/25)
Sol was listed on Binance 4.5, then fell to 1, with a total amount of 550 million. After stabilization, the total market value was 550 million, with a maximum increase of 259. The maximum increase was 250 times.
Ftm was listed on Binance at 0.045, then fell to the lowest 0.0017, with a total amount of 3.1 billion, the lowest total market value: more than 5 million, the highest rose to 3.4, and the maximum increase was 2000 times (Issue time: 2018/6/15)
Of course, the reason why these three coins can achieve such high multiples is not only because the market value was low at the time, but also because the last bull market was public chain bulls. They are on the right track, and these three coins have big bosses in charge. Ftm has AC is in charge, Sol has SBF in charge.
So this time we choose public chain projects in the bear market, and those with a market value of less than 500 million should be fine.
Give two examples:
The total amount of CANTO is 1 billion, and now it is 0.13 one. The total market value is 130 million.
The total amount of KAS is 28 billion, the current price is 0.02, and the total market value is 560 million
As for L2, the next popular track, for the two that have issued coins: arb and op
The total amount of ARB is 10 billion, the current circulation is 1.2 billion, the current price is: 1.1u, the circulation market value is 1.3 billion, the total market value is 11 billion, is the market value 100 times to 1 trillion? Difficult, 10 times possible.
The total amount of OP is 4.2 billion, and the current circulation is 640 million. The current price is 1.2u, the circulation market value is 760 million, and the total market value is 5 billion.
2. Circulation volume exceeds 30%.
Because as time goes by, the tokens will slowly be unlocked, and the circulation volume must be slightly higher, otherwise it may drop another 10 times.
Let's give a counterexample: sui, with a total amount of 10 billion, currently circulating 650 million, the current price is 0.65u, with this circulating volume and this price, the circulating market value is 430 million, and the total market value is 6.5 billion. It’s not easy to choose.
3. The track must have space for imagination and narrative.
The best track in the last bull market is the public chain. Because DeFi is hot, the demand for public chains is strong, and the demand for the Ethereum chain is overloaded, so that the gas fee has increased 100 times a year, and the demand has spilled over to other public chains, so matic was born. FTM and sol have increased hundreds of times and thousands of times.
So where will the next hot track be? RAW? L2? Metaverse? AI? LSD? Or should it continue to be a public chain? I won’t list them here. There are categories in Coinhu. Click on them to see the currencies in each category.
4. The best time for the tokens to go online is at the end of the bull market or during the bear market. This round will be the coins issued in 2022 and 2023.
Because they have not experienced a bull market, neither the project side nor the investors have gained large profits, so there is a greater possibility of pulling the trigger.
Arb, Ape, Blur, Bico, Edu, Mav, Knc, Canto, Gal, Psp, Zz, Hop
5. The best time for ambush is 6-12 months between launch and washout.
After enough time for the washout, the trading volume shrinks, which means that the dealer has almost accumulated enough funds.
6. The unit price is low, and the ones with more than 0 after the decimal point are better. This is for meme coins.
Meme coins are a category that cannot be ignored. The high unit price of meme coins will scare away more than 80% of leeks. 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 last round of doge, shib, and the recent pepe have all brought considerable wealth effects.
7. The founder, team background, investment institution, and financing amount must be reliable.
This information is good, conducive to narrative and cx, and they have a higher probability of accomplishing things. Having well-known institutions participate in investment is equivalent to having one more endorsement.
Another example is that the founder of KAS is Y Shen. The amount of financing and project valuation are also very important. Good public chain projects generally have high valuations in the billions. In the last round, Ftm had AC push, and Sol had SBF push.
8. Finally, there is an exclusion point. Try not to choose old coins.
Because old coins have basically gone through a bull market, investors and bookmakers may have had a hard time and have withdrawn. Secondly, the narrative of old coins is not as good as that of new coins. This is why we speculate on the new rather than the old.
