For this purpose, we have selected potential projects to watch. The goal is to catch the altcoins that can survive a bear market and increase by dozens to hundreds of times!
Main screening criteria (satisfy multiple of them):
• Technical analysis: The decline from the peak was more than 90%, and the market capitalization ranked around 100-1000.
• Fundamentals: GITHUB is still being updated and the community is still operating.
• Chip side: sufficient turnover, chip release is complete, and there are major market makers.
• Narrative: New concepts and new coin issuance projects are given priority during the bear market.
• Liquidity: Compliant fiat currency exchanges such as Binance, Coinbase, and OKX.
1. Defi
Decentralized derivatives may be the main battlefield of Defi in the future. With the increase in speculative demand in the bull market and the improvement of the second-layer expansion plan, it will bring more composable gameplay to the Defi ecosystem.
GRAIL: DEX leader on the ARB chain, the largest IPO platform
JOE: AVAX and ARB are the leading DEXs on the chain, engaging in vote buying based on price ranges
MCB: Contract platform aggregator MUX on the ARB chain
GNS: Synthetic asset derivatives DEX, including crypto, foreign exchange, stocks and other categories
LYRA: European options platform on OP and ARB chains
RDNT: The cross-chain lending leader on ARB, its economic model has a Ponzi effect (I have my own layout for this)!
GMD: GLP's Delta neutral mining pool
PENDLE: The interest rate derivatives track is in its early stages, liberating future cash flows
SSV: Decentralized staking infrastructure, endorsed by the ETH Foundation
SD: Multi-chain Liquidity Staking Protocol
UNIBOT: Telegram trading robot leader, with rapid user growth
2. Blockchain Games and Metaverse
Blockchain games break the business logic of traditional games and return profits and value to players. Currently released games are generally not very innovative and playable. Referring to the development law of the Web2 game industry, platform projects have a better future.
MAGIC: ARB chain game platform (with positions)
AGLD: Develop LOOT chain and make full-chain games (can be deployed)
YGG: Decentralized game guild, transformed into a game investment fund (with positions)
HALO: Provides a visual DID protocol in the metaverse, a project incubated by the Lifeform team
MANA: Silent 3D Metaverse (with positions)
3. NFT
The utility of NFT collections is to clarify the attributes and ownership of digital cultural assets and promote the transaction of digital assets. In the future, as the demand for assets on the chain expands, NFT collections will continue to grow, forming new ecological industries such as creation, trading, and financial services.
SUDO: NFT trading platform using AMM protocol
BEND: NFT mortgage lending leader, adopting peer-to-pool approach
OPUL: Music NFT royalty investment platform, integrating Defi to provide mortgage loans for musicians
BLUR: Trading platform and aggregator for NFT market (with positions)
4. Social
According to the development law of the Internet, after having a huge native user base, the Web3 social graph is expected to begin to explode. However, most of the existing decentralized social projects are imitations of the traditional Internet, and the new paradigm of the real phenomenon has not yet emerged.
GAL: Web3 credential data network, aims to build a DID system to help project parties better build products and communities (position available)
RLY: can provide financial support to online creators, such as issuing fan coins
5. Artificial Intelligence
The combination of AI and blockchain is still in its initial stages of exploration and may bring new business models and opportunities.
AGIX: AI service platform, using Ethereum to create payment and registration systems, and building a new IDO launch platform (with positions)
FET: A public chain deeply integrated with AI, including smart contracts that can program AI models (with positions)
ALI: Binance-invested AI-generated avatar project, Mark Cuban-invested, with high expectations
RNDR: A decentralized GPU computing network for rendering, which can be used for the Metaverse and AI
OCEAN: A protocol for trading big data and a public data market based on it
6. Meme
In the last bull market, people witnessed the stories of getting rich quickly as Meme coins such as DOGE and SHIB increased by tens of thousands of times. Emotional narratives are also valuable.
XEN: POP mining mechanism, an established ecosystem
BITCOIN: Harry Potter Bitcoin is the MEME leader
AIDOGE、PEOPLE
TSUKA: A meme related to Tibetan Buddhism, related to the founder of SHIB, and plans to build an ecological project
VII. Payment
As more institutions adopt crypto payments, crypto payment providers will gain long-term demand.
ACH: A decentralized open source payment protocol that provides enterprises with a hybrid payment solution of cryptocurrency and fiat currency. It is one of the best projects in the payment track.
8. Infrastructure
Decentralized infrastructure helps ensure that the mainstream masses, not just blockchain innovators, join the Web3 world.
DAO: Daomaker is a Web3 community incubator that helps projects raise funds in their initial stages
RAD: Decentralized Github code collaboration infrastructure, Web3 developer DAO
POND: A Layer 0 protocol dedicated to helping the underlying blockchain achieve capacity expansion, drawing on CDN acceleration technology
CTSI: A second-layer Linux-based infrastructure platform that bridges the gap between mainstream software and blockchain
STG: The first Dapp built on the LayerZero protocol, designed to help users achieve cross-chain asset transfers
AXL: A universal cross-chain basic protocol based on Cosmos technology, using its own public chain as a relay chain
SIS: Similar to the V2 version of Cbridge, DWF makes the market for it
9. Public Chain
Building a public chain is like building a railway. It requires huge initial investment, but the fees collected from users in the later stage bring sustainable income, and the more prosperous the ecosystem, the stronger the innovation force. This explains why the public chain is highly valued as the core value carrier of Web3.
CANTO: DeFi public chain on Cosmos, cooperating with Polygon on ZK technology
KAS: A top three POW public chain with mining power, using DAG technology
CFX: The only compliant public chain in China, cooperating with mainstream domestic APPs, and the leader of Hong Kong concept
Which of these coins do you think is good?