1. The circulating market value and total market value should be low.

The total market value of the public chain should be less than 50 million, and the dapp protocol should be less than 5 million. It is easy to understand that the circulating market value should be low. If the market value is too high, there will not be enough room for growth, so the lower the better.

Why must the total market value be low? That is because the tokens will be released slowly in the next 1-2 years. If the total market value is too high, it means that the project owner (dealer) can get rich by directly selling the tokens without having to pull the price. In other words, even if the price drops 10 times, there will still be high prices and profits.

2. The track ceiling should be high.

At least the valuation in a big bull market should reach more than 1 billion US dollars. If it is a meme coin, you can refer to dog coin, if it is a public chain, you can refer to ETH SOL MATIC, if it is a dapp or other protocol, you can refer to uni aave LDO, etc.

3. New narrative, don’t participate in tracks that are too unpopular.

It is best to solve practical problems. The new narrative must be long-term value discovery, not short-term cyclical hype. For example, the current AI GPU computing power narrative, a safer, faster and more decentralized public chain, and infrastructure across several tracks such as the Metaverse Chain Games AR.

4. The hundred-fold black horse coin must be in a place where no one cares about it.

Because the coins known to the whole network basically opened high (ICP) or had normal valuations (ARB), do you think their unit prices can increase 100 times? When the market opened, the total market value was tens of billions or hundreds of billions. Let alone a 100-fold increase, even if it increased 10 times, it would catch up with ETH and BTC.

5. The liquidity of early 100x coins was generally very poor, and they were usually on the chain or in small exchanges.

Therefore, when many novices see others recommending early coins, they do not study the value and keep saying that they do not want to go to small exchanges, which are too similar to local exchanges and too troublesome to buy. They do not even have apps and do not participate. These are all superficial phenomena and do not see the essence of value.

6. The best time to launch the token is at the end of a bull market or the beginning of a bear market.

When researching or buying, it is best to have a 6-12 month launch and wash period, and a circulation rate greater than 50%. KAS was launched in May 2022, and has been in a deep wash period of about 6 months. The highest increase this year is more than 100 times.

PPI was launched in May 2022. It started to surge after 9 months of deep cleaning. The current circulation rate is around 60%. The highest increase this year is about 50 times.

7. The unit price is low, and there should be more zeros after the decimal point.

If the unit price goes up to several hundred or several thousand U, more than 80% of the investors will be scared away. Especially in a bull market, those who rush in are all new investors who only look at the unit price and do not understand the market value.

The unit price of meme coins and public chain coins is very low at the beginning, and 3-5 zeros are normal.

8. It is best to use a public chain or a head protocol on a public chain.

The best way to make money in the cryptocurrency world is through public chains. In the 21st year of the bull market, more than 10 public chain coins have grown 100 times, including Sol Matic, Avax, Sol FTM, each with its own advantages. There are also many head protocols, such as Uni, Aave, Cake, XVS, etc.

9. The founder, team background, investment institution, and financing amount must be reliable.

It is best if the founder is a famous person in the cryptocurrency circle, such as the Ethereum core team. For example, the founder of KAS is God Y, and the founder of ROSE is Professor Song.

Having a well-known institution participate in the investment is equivalent to having an additional endorsement. The amount of financing and project valuation are also very important. Good public chain projects are generally valued at billions.

10. Those who violate the logic of value investing are not allowed to participate.

What does it mean to violate the logic of value investment? For example, if AMPL is stable, and there is a deflationary token on arb before, the more you hold the coin, the less you will have.

Whenever you see this, no matter how innovative it is, don't participate. In the end, it will be a mess and you will be cut off completely. AMPL cut off many big Vs. If you think you are a natural fast runner, then ignore what I said.

11. Try not to participate in old coins unless there is a very strong new narrative.

For example, this round of RNDR CFX are all old coins, but their narratives are very good and perfectly fit the main theme of this new round of bull market.

The former covers several hot spots in the AI ​​GPU NFT blockchain game AR VR metaverse, and its basic settings are difficult to be eliminated.

The latter is a better, faster and more secure public chain, and it is backed by national government resources.

In addition, Hong Kong is going to become the core of the new round of WEB3.0, making CFX the core target of Hong Kong's hot spots. Putting aside the Hong Kong hot spots, it is also a better public chain, and it also has its own ecology and value.

12. Choose Long Yi on the track, and try not to choose the ones behind.