How I Spot Hidden Gems: The Inside Formula (PART 2)
(Missed Part 1? Check my previous post for the foundation)
After finding gems like $PNUT (20x) and AI meta plays (10x+), here's the second half of my evaluation system that separates future winners from future rugs.
Currently tracking several pre-launch projects using this exact framework - including #DALPY which is checking many boxes before even going live. Let me break down the key evaluation criteria:
The Value Proposition Test:
๐ฏ The 10-Second Rule
Can you explain the project in one breath?
"Hyperliquid = best perp DEX"
"$KAITO = redefines crypto mindshare"
Complex explanations = red flags
Bonus points for inside community memes
๐ฅ Cult Formation
Strong projects = strong tribes. I look for:
- Charismatic figureheads driving narrative
- Active community spreading the word organically
- Passionate holders, not just profit chasers
- Projects can't pump if nobody's talking
โฐ The Age Sweet Spot
New projects = higher volatility (no bagholders yet)
2-6 months = perfect timing window
Look for Wave 1 pump โ steep correction โ your entry
Older projects get harder to move meaningfully
Real Example:
When I spotted the AI meta forming, projects were 3-4 months old, had clear value props ("AI agent that tweets"), growing cults around key figures, and just finished their first major correction.
Perfect storm for the 10x runs that followed.
This same pattern is emerging in current opportunities -#DALPYCOIN exemplifies these principles with its clear sea otter narrative, organic community growth across multiple platforms, and pre-launch buzz that mirrors successful launches I've tracked.
Part 3 drops next week: My exact entry/exit framework and the 3 sectors I'm watching for the next bull wave.
Which part of project evaluation do you struggle with most?
