在每一次比特币减产的周期里面,市场上都会诞生一些十倍、百倍、千倍甚至是万倍币,如果能够抓住那么一两枚币,你在这轮牛市当中,整体的收益都将大大的提升。

In 2023, we already know that many 100x coin projects have been born, but very few can be grasped. There is never a lack of opportunities in the encryption market. If you miss it, you will miss it. In this bull market, there will inevitably be projects with hundreds of times coins or even thousands times coins. In order to better capture these hundreds of times coins, we might as well start with the hundreds of times coins projects that appeared in the last bull market to understand these hundreds of times coins. What are the characteristics of coins? Maybe it can provide us with some clues.

To look at the 100-fold coins that appeared in the last bull market, you can refer to some data

一:数据表明,上一轮百倍币的特征

L1:14个 百倍币

L2:2个百倍币

MEME:3个百倍币

GameFI:5个百倍币

IOT:3个百倍币

NFT :2个百倍币

跨链:3个百倍币

云计算:2个百倍币

元宇宙:2个百倍币

Oracle: 1 hundred times coin

We can see that among the 61 hundred-fold coins, L1 accounts for the largest proportion. This is also related to the background of the encryption market. In the last bull market, the Ethereum public chain was the dominant one. Under such an industry background, more and more The emergence of L1 blockchain is dedicated to solving the outstanding problems faced by the Ethereum blockchain. Therefore, L1 accounts for the highest proportion in the Hundred Times Coin project.

经过上一轮上次周期的基础设施建设和沉淀,以太坊面临的gas费用高、速度慢等问题基本解决,不但出现了Solana等L1区块链,而且出现了op、arb等L2区块链,这些区块链大大降低了交易费用,提高了交易速度。

在meme币板块当中,诞生了doge、shib等百倍币,这与马克斯在推特上发表的言论有很大的关系

In addition to L1 and meme coins, multiple 100x coin projects have also been born in the Defi and Gamefi sectors.

The 100x coin projects in each round of the market have a great relationship with the current hot spots in the market. In this bull market cycle, the probability of 100x coins appearing on the L1 track will not be too great. The problems faced by L1 are basically the same as those of L2 now. It has been solved very well.

市值排名

Quoting the analysis of Rooky_Bitcoin, judging from the market value ranking, in March 2020, 61 hundred times coins (secondary market) were born among the top 600 coins by market value.

Market value ranking TOP100, 11 in total, accounting for 18%

Market value ranking TOP100-TOP300, 21 in total, accounting for 34.4%

There are 22 companies in the market value ranking TOP300-TOP600, accounting for 36%.

Therefore, among the TOP300 coins by market capitalization, 32 100-fold coins were born, which is basically equivalent to 10 coins. One of them is a 100-fold coin, which is equivalent to one out of ten.

Holding time

上面提到的百倍币当中,持有时间也都在一年以上,百倍币不可能一天两天给你拉满,而且买入的价格和比特币的价格在同时间基本一致,卖出价格和比特币价格都处于高点。

The price of Bitcoin has reached a double top in 2021. The first breakthrough of $60,000 was in March and April, and the second breakthrough was in November. It can be seen that most of the selling high points of these 100-fold coins are also distributed. March, April and November.

price

In these 100x coin projects, the prices are generally low, basically less than 1 US dollar, with decimal points.

What are the 100x coin tracks in this round?

Each bull market has its own 100-fold coin project. We can only make a reference for the pattern of the 100-fold coin that appeared in the previous bull market.

市场环境的改变,但是内在逻辑并不会改变,结合当下的市场行情,只能做一些预测

图片

Bitcoin Ecology

In the current bull market, the Bitcoin ecosystem is undoubtedly the most outstanding performer. The basic protocol Ordinals has completely opened up the Bitcoin ecosystem. The DeFi in the previous bull market will be replicated in this round of Bitcoin ecosystem.

Moreover, compared with other public chain ecosystems, Bitcoin has gained a wider consensus. It is the underlying basic asset of the encryption market. The potential released by the Bitcoin ecosystem will be far greater than that of other public chain ecosystems.

Therefore, the market value of DeFi applications in the Bitcoin ecosystem will most likely be much higher than the market value of DeFi applications in other public chain ecosystems. When valuing DeFi applications in the Bitcoin ecosystem, you might as well be more imaginative.

At present, in the Bitcoin ecosystem, there are actually many hundred-fold or even thousand-fold coin projects in DEX, Lending, oracles, Bitcoin second-layer and other tracks. Inscription tokens like ORDI are all more than 10,000 times. increase.

Although Multibit (MUBI) is the leader in cross-bridge chains and Bitstable is the leader in stablecoins, the official website of the project has been launched and a lot of actual data has been generated, and it is currently in the leading position in its segmented track.

However, for subdivided tracks such as DEX, Lending, Staking, derivatives trading, oracles, there is currently no obvious leading project, and many projects are even still in the concept stage, and the websites have not yet been launched.

In these subdivided tracks of Bitcoin DeFi infrastructure, there will definitely be more ten-fold and hundred-fold coin projects in the future.

The future outline of the development of the Bitcoin ecosystem seems to have become increasingly clear. Coupled with the halving of Bitcoin production, spot Bitcoin ETFs, etc., the Bitcoin ecosystem will give birth to the largest number of 100x coin projects, so be sure to pay more attention.

Solana Ecology

Compared with Ethereum, the Solana ecosystem deserves more attention. Whether in terms of gas fees or TPS, Solana is superior to Ethereum.

This year, the Solana ecosystem has performed unexpectedly. Not only has TVL surged, but most of the Solana ecosystem DeFi platform tokens have skyrocketed this year, and multiple 10x currency projects have emerged.

In this bull market, you can pay more attention to Solana DeFi, meme coins, and other subdivided tracks in the Solana ecosystem, and you can usually experience more applications in the Solana ecosystem.

New tracks (DePIN, DeSoc, DeSci, etc.)

From the perspective of public chains, Bitcoin and the Solana ecosystem will produce the largest number of 100x coin projects in this bull market.

In 2024, there will be only 6 true 100x coins

1: MANTA L2 plate. Manta Network is a modular blockchain for zero-knowledge (ZK) applications. Manta Pacific is a modular L2 ecosystem for EVM-native ZK applications and dApps that want to provide the lowest cost and best experience to their users. Manta Pacific leverages Manta's Universal Circuits to implement ZK-as-a-Service and leverages Celestia's data availability for modularity, providing low gas rates for ZK-enabled applications. The perfect environment.

图片

2: METIS Metis is the Layer 2 infrastructure that supports the operation of the Web 3.0 economy. The goal of Metis is not just to reduce gas fees and improve transaction efficiency, but also to focus on the scalability and ease of construction of functions on Layer 2. Metis also integrates the decentralized company (DAC) architecture into its Layer 2 infrastructure to facilitate developers, project parties and community leaders to build their applications and communities. Metis uses preset tools, templates and interfaces to make application development and collaborative management easier, and allows projects and communities to enjoy the advantages of the Ethereum ecosystem without worrying about the cost and efficiency bottlenecks of Ethereum. . Metis' highly scalable Layer 2 infrastructure supports a wide range of user cases, including NFT platforms, decentralized social platforms, open source developer communities, opinion leader communities, gaming communities, gig economy, crowdfunding, liquidity mining, and decentralization chemical exchange, etc.

图片

3: RIF RSK Infrastructure Framework (RIF) is an open distributed infrastructure protocol suite. It leverages smart contracts on the Bitcoin network to enable simpler, faster and scalable development of dApps.

图片

4: SATS SATS is the abbreviation of Satoshis, the smallest unit of Bitcoin. 1 Satoshi (SATS) is equal to 0.00000001 BTC. The total number of Bitcoins is 21 million, and one Bitcoin can be subdivided into 100 million satoshis (satoshi, the smallest unit of Bitcoin), for a total of 2100 trillion sats. Here we must first understand the inscription, which is created by writing content to the satoshi using the Ordinals protocol. Inscriptions do not require the use of separate tokens, sidechains, or changes to Bitcoin; what the Ordinals protocol does is write information to each Satoshi, such as text, images, audio, video, etc. Due to the size limit of Bitcoin blocks, the main information inscribe (i.e. mint coinage) is text and pictures, in the form of NFT and token.

图片

5:BADGER   Badger是一个将BTC引入到ETH Defi生态的项目。BadgerDAO旨在成为一个汇集所有优秀开发者社区,加速打造BTC在DeFi应用中的各类产品。Badger DAO是一个去中心化自治组织(DAO),致力于将比特币引入去中心化金融(DeFi)。
BADGER是平台的ERC-20治理代币,并具有以下用例:
治理:BADGER持有者可以对所有营销决策,协议参数,代币供应以及任何未来的智能合约变更进行治理。
抵押:将资产存入平台的用户将获得BADGER奖励。用户在Vault中投入的时间越长,他们将获得的BADGER奖励的系数越高。
流动性挖矿:在Badger Sett产品中存入代币(例如BADGER,BADGER / WBTC LP等)的用户将获得BADGER代币作为流动性挖矿奖励。

图片

6: REN Republic Protocol (REN) is a protocol for distributed dark pool transactions of a large number of crypto assets between BTC/ETH, BTC/ERC20 and ETH/ERC20. It is currently the only one known to have such distributed crypto asset dark pool transactions. Technology-based blockchain enterprise. The main technical goal of Republic Protocol is to ensure the operation of network nodes so that transactions on the exchange are processed and executed without leaking information about themselves.

图片


好了,文章就写到这里,敬请点赞、评论、转发、收藏