Have you built or rebalanced your cryptocurrency portfolio? For cryptocurrency believers, now is a good time to think about how to recoup your losses and put your money into profitable bets. I believe the next phase of the advance is close, although we may see another pullback in price.
I have always stood by my thesis that projects with #RealYield will perform better in the next phase, when the TradFi-DeFi yield gap shrinks. So I gathered recent cash flow/revenue data and wanted to see any desirable targets I might have missed.
Tokens were ranked based on their 30-day income, and an efficiency score was designed, adjusting the supply ratio and revenue margin to judge the revenue-generating performance of the token. The higher the score, the higher the revenue-generating efficiency. The above is a summary of my work, I hope it can bring you some reference value.
1ïžâŁ Profit categories: chain, DEX, derivatives. It's not difficult to understand. If you are over-allocated to categories other than those listed above, then I would suggest some rebalancing.
2ïžâŁ Derivatives protocols are the most efficient category for generating revenue. I think derivatives protocols will not only benefit from a low interest rate environment, but they will also gain additional advantages if regulators impose tighter restrictions on centralized exchanges, coupled with a healthy token economics. Like $GNS $GMX did recently on Tokenomics.
3ïžâŁIn addition to considering returns, choosing tokens with large circulation and low fully diluted market value may win more at #altseason , and it is easier to stimulate upward price pressure when the valuation opinions of the market converge. $CAKE $DODO $MGP is on the list, along with newbie $BANANA.
Starting in mid-2023, new narratives and memes triggered the pulse of investors, and the biggest gains were made during this period, most of which were obviously quite short-lived. The winner is not always the winner.
I've seen some debates about the evolution of the industry, and this is a sign that projects that truly create value will stand out! As more professional investors join in, and when people shift into rational mode, guess what happens?
đĄ Investing in cryptocurrency requires multi-dimensional analysis, and simply judging returns may not be comprehensive or correct.For the sake of simplicity, the token base is ignored here.
