Have you built or rebalanced your cryptocurrency portfolio? For cryptocurrency believers, now is a good time to think about how to recoup your losses and put your money into profitable bets. I believe the next phase of the advance is close, although we may see another pullback in price.
I have always stood by my thesis that projects with #RealYield will perform better in the next phase, when the TradFi-DeFi yield gap shrinks. So I gathered recent cash flow/revenue data and wanted to see any desirable targets I might have missed.
Tokens were ranked based on their 30-day income, and an efficiency score was designed, adjusting the supply ratio and revenue margin to judge the revenue-generating performance of the token. The higher the score, the higher the revenue-generating efficiency. The above is a summary of my work, I hope it can bring you some reference value.
1️⃣ Profit categories: chain, DEX, derivatives. It's not difficult to understand. If you are over-allocated to categories other than those listed above, then I would suggest some rebalancing.
2️⃣ Derivatives protocols are the most efficient category for generating revenue. I think derivatives protocols will not only benefit from a low interest rate environment, but they will also gain additional advantages if regulators impose tighter restrictions on centralized exchanges, coupled with a healthy token economics. Like $GNS $GMX did recently on Tokenomics.
3️⃣In addition to considering returns, choosing tokens with large circulation and low fully diluted market value may win more at #altseason , and it is easier to stimulate upward price pressure when the valuation opinions of the market converge. $CAKE $DODO $MGP is on the list, along with newbie $BANANA.
Starting in mid-2023, new narratives and memes triggered the pulse of investors, and the biggest gains were made during this period, most of which were obviously quite short-lived. The winner is not always the winner.
I've seen some debates about the evolution of the industry, and this is a sign that projects that truly create value will stand out! As more professional investors join in, and when people shift into rational mode, guess what happens?
💡 Investing in cryptocurrency requires multi-dimensional analysis, and simply judging returns may not be comprehensive or correct.For the sake of simplicity, the token base is ignored here.
