Want to make money in the crypto circle! Two crucial elements: 1. Position management! 2. Coin selection!

The general method of position management has been briefly discussed in the previous article; specifically, your money is not my money, so it’s not easy to say! Next, let's talk about some methods (partially) and I will indicate which ones I have positions in!

For this reason, we selected potential projects to focus on. The goal is to capture altcoins that can survive a bear market and can rise tens to hundreds of times!

Main selection criteria (meet multiple items):

• Technical Aspect: The drop from the high point exceeded 90%, with a market cap ranking around 100-1000.

• Fundamentals: GITHUB is still updating, communities are still operating.

• Chip Aspect: Sufficient turnover, chip release completed, major market makers exist.

• Narrative: New concepts exist, new coin projects during bear markets take priority.

• Liquidity: Compliant fiat trading exchanges like Binance, Coinbase, OKX.

I. Defi

Decentralized derivatives may be the main battlefield for future Defi. With the rise in speculative demand during bull markets and the improvement of layer two expansion solutions, it will bring more composable gameplay to the Defi ecosystem.

GRAIL: Leading DEX on ARB chain, largest new listing platform

JOE: Leading DEX on AVAX and ARB chains, doing bribery based on price ranges

MCB: Contract platform aggregator MUX on ARB chain

GNS: Synthetic asset derivatives DEX, including categories like crypto, forex, stocks, etc.

LYRA: European options platform on OP and ARB chains

RDNT: Cross-chain lending leader on ARB, with an economic model that has a Ponzi effect (I have laid out on this)!

GMD: Delta neutral mining machine gun pool of GLP

PENDLE: Interest derivatives track is in the early stage, freeing future cash flow

SSV: Decentralized staking infrastructure, recognized by the ETH Foundation

SD: Multi-chain liquidity staking protocol

UNIBOT: Leading Telegram trading bot, rapidly growing user base

II. Chain Games and Metaverse

Chain games break the commercial logic of traditional games, returning earnings and value to players. Currently released games generally have low innovation and average playability. Referencing the development rules of the Web2 gaming industry, platform-type projects have a better future.

MAGIC: Chain game platform on ARB chain (has positions)

AGLD: Developing LOOT chain, creating a full-chain game (can layout)

YGG: Decentralized gaming guild, transforming into a gaming investment fund (has positions)

HALO: Provides a visual DID protocol in the metaverse, a project incubated by the Lifeform team

MANA: Immersive 3D metaverse (has positions)

III. NFT

The utility of NFT collectibles lies in clarifying the attributes of digital cultural assets and ownership, promoting the transaction of digital assets. In the future, as the demand for asset on-chain expands, NFT collectibles will continue to grow, forming new ecological industries such as creation, trading, and financial services.

SUDO: NFT trading platform using AMM protocol

BEND: Leading NFT collateral lending platform, taking a point-to-pool approach

OPUL: Music NFT royalty investment platform, integrates Defi to provide loans to musicians

BLUR: Trading platform and aggregator for NFT market (has positions)

IV. Social

According to the development rules of the Internet, after having a large native user base, the Web3 social graph is expected to start exploding. However, most existing decentralized social projects are imitations of traditional internet, and a truly new paradigm has yet to emerge.

GAL: Web3 credential data network, aiming to build a DID system to help projects better build products and communities (has positions)

RLY: Can provide economic support for online creators, such as issuing fan tokens

V. Artificial Intelligence

The combination of AI and blockchain is still in its initial exploration, which may bring new business models and opportunities.

AGIX: AI service platform, using Ethereum to create payment and registration systems, new IDO launch platform (has positions)

FET: Public chain deeply integrated with AI, including smart contracts that can write AI models (has positions)

ALI: AI generative avatar project invested by Binance, Mark Cuban invested, has big expectations

RNDR: Decentralized rendering GPU power network, applicable to the metaverse and AI

OCEAN: Trading big data protocol, and public data market created based on this protocol

VI. Meme

In the last bull market, people witnessed the millionaire stories of Meme coins like DOGE and SHIB, and emotional narratives are also valuable.

XEN: POP mining mechanism, already built ecology

BITCOIN: Harry Potter Bitcoin is the MEME leader

AIDOGE, PEOPLE

TSUKA: Meme related to Tibetan Buddhism, related to the SHIB founder, plans to build ecological projects

VII. Payment

As more institutions adopt crypto payments, crypto payment providers will gain long-term demand.

ACH: Decentralized open-source payment protocol, providing enterprises with mixed payment solutions of cryptocurrencies and fiat currencies, one of the best projects in the payment track

VIII. Infrastructure

Decentralized infrastructure helps ensure that the mainstream public, not just blockchain innovators, join the Web3 world.

DAO: Daomaker is a Web3 community incubator that helps projects raise funds in the initial stage

RAD: Decentralized Github code collaboration infrastructure, Web3 developer DAO

POND: Aiming to help underlying blockchains achieve expansion, the zero-layer protocol draws on CDN acceleration technology

CTSI: Infrastructure platform based on layer two Linux, bridging the gap between mainstream software and blockchain

STG: The first Dapp built on LayerZero protocol, aiming to help users achieve cross-chain asset transfer

AXL: General cross-chain basic protocol, based on Cosmos technology, using its own public chain as a relay chain

SIS: Similar to V2 version of Cbridge, DWF is making markets for it

IX. Public Chain

Building a public chain is like building a railway; the initial investment needed is huge, but later it can generate sustainable income from user fees, and the more prosperous the ecology, the stronger the innovative power. This explains the high valuation of public chains as the core value carrier of Web3.

CANTO: Defi public chain on Cosmos, cooperating with Polygon on ZK technology

KAS: Top three POW public chains in mining power, using DAG technology

CFX: The only compliant public chain in the country, cooperating with mainstream domestic apps, leading Hong Kong concept

Which of these coins do you see potential in???