The investment logic of altcoins has been completely rewritten.

The crypto market has gone through more than ten years, and the market structure and supply-demand pattern have long changed:

- The bull markets of 2013 and 2017 were definitely seller's markets—cryptocurrency assets were scarce, and even a random coin release could soar;

- In the 2021 bull market, assets were no longer scarce, but the looseness of USD liquidity became a driving force, allowing most altcoins to still get a share;

- In this bull market, cryptocurrency assets are severely oversupplied, coupled with tightening USD liquidity, the market has completely shifted to a buyer's market.

This means that the current altcoin market must be a structural market—only a very small number can break through, while the vast majority will ultimately become the cannon fodder in the race. Now, investing in altcoins can no longer be done with closed eyes as in the past; it is necessary to pick and choose carefully, selecting the best among the good.

Selection can refer to these 5 standards: meeting at least 3 of them to have investment value, and if all are met, it is worth a key layout:

1. In a popular narrative or mainstream track;

2. Steadily ranked as a leader in the track (at least in the top three);

3. Possessing high growth potential (user scale or revenue showing explosive growth);

4. Having solid value support (stable returns as a foundation, strong ability to capture token value);

5. Outstanding innovation (either opening up a completely new field or achieving a leap in performance and experience).$BTC $ETH $SOL #CPI数据来袭 #Strategy增持比特币