Altcoin Investment Checklist:
Winning in the altcoin market starts with knowing which 99% of projects to ignore.
This narrows down the field, making it far easier to spot the best opportunities.
After crypto cycles, here are the top 5 criteria I use to identify big winners:
1. Big, Simple & Novel Idea?
🔸 Alts trade like liquid VC (stories matter)
🔸 Well-defined problem & solution?
🔸 Study leaders like $KAS, $TAO , $LINK
2. Low Mindshare (Attention)?
🔸 Look for information asymmetries
🔸 New utilities, ecosystems and/or tech?
🔸 Find comfort in the scary/misunderstood
3. Snowballing Traction/Adoption?
🔸 Look for consistent growth in activity
🔸 Use relevant KPIs within the sector
🔸 Goal is to front-run hockey stick growth
4. Less Than Two Equal Alternatives?
🔸 In a saturated market, scarcity is key.
🔸 Seek big trends w/ few options available.
🔸 The first or the best? Seek outliers.
5. Healthy Demand/Supply Dynamics?
🔸 Strong value accrual to the token?
🔸 Rate of emissions / unlocks sustainable?
🔸 Can fundamentals drive the flywheel?
Note: Best for multi-month horizons and projects with tangible products.
Purely educational, not financial advice.
