This is the rhythm and stage of the next bull cycle in the cryptocurrency world. If you grasp this, there will be basically no problem. The only thing left is the belief in the cryptocurrency world!
Now we need to plan for the crazy bull market in the last half of 2024:
(1) The second half of 2024: The Fed cuts interest rates and buys BTC+ at the bottom. Hold it until it breaks the high of $74,000 before 2024. View: Only when BTC rises violently can it be a real bull market. If it continues to suck blood from altcoins, including ETH+, it will also be in trouble. BTC will continue to be strong.
(2) When BTC price rises to 73,000U~80,000U, we will decisively liquidate BTC in batches and buy ETH+BRC
Audi ORDI and a series of inscribed local dogs of 20. For other sectors, you can refer to the leading currencies A1, Web3, L2, chain games, Yuanyumu, NFT, social, RWA, new old chain +, pledge, MEME, and select high-quality coins for layout. (3) The second half of 2025: Decisive and accurate escape from the top. Brainlessly short BTC at a high level, low-multiple long-term is also OK, or do not do it and directly withdraw funds to travel. View: At that time, the macro dollar began to raise interest rates, tighten quantitative easing policies, the US dollar was strong, and risky assets such as BTC began to depreciate. History is so similar, and the truth has not changed for thousands of years.
2. The second half of 2026: Take profits on ultra-long-term short positions. Ambush at the bottom of the stage: BTC, ETH, high-quality new projects, and layout of the bull market (oversold rebound in the bear market).
Planning for a new round of violent bull market in 2030,
What is "Thousand-fold Coin+"? Thousand-fold Coin is an investment phenomenon in the blockchain industry, which refers to blockchain projects whose prices rise more than 1,000 times after listing. It sounds exciting, but a thousand-fold return is by no means a phenomenon unique to the blockchain industry. SoftBank+ invested in Alibaba and made nearly 3,000 times; Milad+ invested in Tencent and made more than 2,000 times; Wang Gang invested in Didi and made tens of thousands of times. Thousand-fold returns also occur in the Internet industry.
But in the blockchain industry, it is not uncommon to see coins that have increased by a thousand times. The first one is Bitcoin. When Bitcoin was first created, there was no ICO, no financing, and the mining cost was almost zero. But as people's recognition of it continued to increase, the price continued to hit new highs, reaching more than 20,000 US dollars per coin at the end of 2017. If we calculate it based on the price of 120 US dollars at the beginning of 2013, it reached more than 160 times at its highest. Let's take a look at Ripple. At the end of 2013, it was 0.005 US dollars, and the highest was 3.4 US dollars, almost 680 times. In 2015, Ethereum+ basically maintained around 1 US dollar, and the highest reached 1,400 US dollars, more than 1,400 times. The so-called "Chinese Ethereum" NEO+, the issue price is 1 yuan, the highest is more than 1,000 yuan, and the current price is 360 yuan. The highest is almost a thousand times. In the so-called "classical" Internet investment field, the investment return of the head project is much higher than that of the district. Through the above comparison, we will suddenly find that the investment return of the "head" project in the blockchain industry is not high.
Are we all confused by the apparent prosperity of blockchain? After in-depth research, I think there are several reasons:
1- In the same investment cycle, blockchain has a higher return. For example, Softbank’s investment in Alibaba took 15 years before Alibaba went public in the United States, earning a 3,000-fold return on investment. In the blockchain industry, some of the top blockchain projects by market value, such as Ripple, Ethereum, and NEO, have only been around for 5 years at most (except Bitcoin). Therefore, although the current return on investment is not as high as that of the “classical” Internet, it may be higher in the future.
2-Currently, blockchain investment is mainly concentrated on the basic chain +, but the application value of blockchain has not yet been discovered.
The basic chain (public chain or alliance chain +) is equivalent to a highway, and is also the most popular sector of blockchain investment.
In the Internet era, the most prosperous companies in the mid-1990s, such as Yinghaiwei, which were engaged in Internet infrastructure, were quickly eliminated by the market. There were also countless web browsers, which were eventually eliminated by IE, 360, Chrome, Firefox, etc. However, the Internet companies that we are familiar with now, such as Alibaba, Tencent, Baidu, Didi, etc., are all based on Internet applications. They have made extraordinary achievements in a certain vertical application field, and investors have also received extremely generous returns. Therefore, Nan Ge believes that the real value explosion point lies in the blockchain application market. Only applications based on the public chain can generate a large number of thousand-fold coins.
3- The investment threshold of blockchain is low, but the investment threshold of the Internet is very high.
In the Internet age, early-stage investment is limited to professional investment institutions, but the blockchain investment method allows ordinary people to participate.
The more people participate, the more dispersed the generation, and the more frequent the buying and selling, the easier it is for the market's regulatory function to be maximized, or even to cause an overreaction.
Excessive market reaction often has a negative impact on the progress of the project. In traditional Internet investment, professional investors will give the entrepreneurial team a relatively generous and long-term development and preparation period, and introduce various professional resources.
Therefore, in the long run, the investment return of blockchain projects may not be as good as that of traditional Internet projects.
4- A large number of blockchain industry’s thousand-fold coins have small market capitalizations and are easily manipulated by the market and become tools for profiteering.
In fact, when we shift our focus from the top 100 blockchain projects to smaller projects, we will find that thousand-fold coins are emerging in large numbers.
It is undeniable that many of these projects are indeed rich in technological value and innovation potential, but most of them are formed by being arbitrarily pushed up after being highly controlled by a few market makers or officials.
From the rapid development of shipping and railways in the Gilded Age in the United States, to power facilities in the early 20th century, to highway construction after the invention of the automobile, to the construction of Internet infrastructure in the late 20th century, they all generally follow a rule: when a revolutionary new technology emerges and is favored by capital, infrastructure construction will be the first to be sought after and attract huge investments.
After the infrastructure war of grabbing land is completed, a large amount of duplicate construction will often occur, and then the industry will quickly transition to an application-based battlefield, with different projects competing fiercely in various sub-industries.
The previously crazy infrastructure will start to merge with each other, eventually forming several monopoly organizations, or becoming government-led public facilities. Whether it is Vanderbilt, Rockefeller, Edison, AT&T, etc., they are all monopoly kings that emerged after the infrastructure wars in different periods. Internet giants such as Amazon, Google, Facebook, Alibaba, and Tencent are companies that grew and expanded from their respective segments after the Internet infrastructure wars.
Therefore, Mr. Gu Qianfeng, CTO of Asia Pacific Region of BTC Media, the initiator of the Yuzu Cup Hackathon, believes that the blockchain industry will also go through a similar process.
The application of blockchain will never be the basic chain. The basic chain is something like infrastructure such as railways, roads, and communication networks. The real future of the industry belongs to blockchain applications based on public chains.
Therefore, the next thousand-fold coin will hardly be generated from the basic chain, but will come from the application field.
Let me tell you in detail about 100x Coin+: How to select 100x Coins
1. The circulating market value and total market value should be low. The total market value of the public chain should preferably be less than 50 million, and the dapp protocol + should preferably be less than 5 million. It is easy to understand that the circulating market value should be low. If the market value is too high, there will not be enough room for growth, so the lower the better. Why must the total market value be low? That is because the tokens will be released slowly in the later 1-2 years. If the total market value is too high, it means that the project party (dealer) does not need to pull the price, and the shipment can make a fortune. In other words, even if it drops 10 times, there will still be high prices and profits.
2. The ceiling of the track should be high. At least the valuation in the big bull market should reach more than 1 billion US dollars. If it is a meme coin+, you can refer to dog coin, if it is a public chain, you can refer to ETH SOLMATIC, if it is a dapp or other protocol, you can refer to uniaave LDO, etc.
3. New narratives. Don’t participate in tracks that are too unpopular. It is best to solve practical problems. New narratives must be long-term value discovery, not
It is a short-term cycle hype. For example, the AI GPU computing power narrative, the safer, faster and more decentralized public chain, the cross-metaverse chain game AR and other track infrastructure,
4. The 100x black horse coin must be in a place where no one cares. Because the coins known by the whole network are basically high opening (ICP) or normal valuation
(ARB), do you think their unit price can increase 100 times? When the market opened, the total market value was tens of billions, hundreds of billions, let alone 100 times, even if it increased 10 times, it would catch up with ETH and BTC.
5. The liquidity of early 100x coins is basically very poor, and they are usually on the chain or in small exchanges. Therefore, when many novices see others recommending early coins, they do not study the value. They keep saying that they don’t want to go to small exchanges, they are too like dog-eat-dogs, and it is too troublesome to buy. They don’t even participate in the app. These are all superficial phenomena, and they do not see the essence of value. When I bought Magic in 21 years, it was very troublesome to cross the chain. Later, it increased 10 times in a month. When I bought PPI in February 23, I also needed two wallets to cross the chain. I tried many exchanges and they did not support it. Later, Gate supported Espace withdrawals. Later, the threshold of BRC20 tokens was also very high. It was very troublesome to have points and OTC. In short, high thresholds are the only way to stop leeks. An has no threshold, but it is difficult to make money on it. All shipments are made after going online. Refer to the recent
RDNT GNS PEPE FLOKI trend,
6. The best time to launch a token is at the end of a bull market or at the beginning of a bull market. When conducting research or buying, the best time to launch and wash is 6-12 months, and the circulation rate should be greater than 50%. KAS was launched in May 2022, and it has been deep washed for about 6 months. The highest increase this year is more than 100 times. PPI was launched in May 2022, and it started to rise sharply after 9 months of deep washing. The current circulation rate is about 60%, and the highest increase this year is
7. The unit price is low, and there should be more zeros after the decimal point. If the unit price is hundreds or thousands of U at the beginning, more than 80% of the leeks will be scared away. Especially in the bull market, those who rush in are all new leeks. They only look at the unit price and don’t understand the market value. The unit price of meme coins and public chain coins is very low at the beginning, and 3-5 zeros are normal:
8. It is best to use a public chain or a head protocol on a public chain. The best way to make money in the cryptocurrency world is with a public chain. In the 21st year of the bull market, more than 10 public chain coins with a hundred-fold increase emerged, such as Solmatic Avax Sol FM, each with its own advantages. There are also many head protocols, such as Uni Aave CakeXVS, etc. Why don't I participate in Hong Kong's hot spots but ACH Ina Kdy? Because they are not public chains, and many things have a short life cycle, and the speculation ends. But the public chain is different. It has always been a hot spot, and it has always been about building an ecosystem and market value.
9. The founder, team background, investment institution, and financing amount should be reliable. It is best if the founder is a famous person in the cryptocurrency circle, such as the Ethereum core team. For example, the founder of KAS is God Y, and the founder of ROSE is Professor Song. Having a well-known institution participate in the investment is equivalent to an additional endorsement. The financing amount and project valuation are also very important. Good public chain projects are generally valued in the billions.
10. Those who violate the logic of value investment cannot participate. What does it mean to violate the logic of value investment? For example, AMPL is stable, and there was a deflationary token on arb before. The more you hold the token, the less you will get. Whenever you see this, no matter how innovative it is, don't participate. In the end, it will definitely be a mess and you will be cut off completely. AMPL cut off many big Vs. If you think you are a natural fast runner, then ignore what I said.
11. Try not to participate in the old market unless there is a very strong new narrative. For example, this round of RNDR and CFX are both old coins, but their narratives are very good and perfectly fit the main theme of this new round of bull market. The former spans the hot spots of several tracks such as A|GPU, NFT, chain games, AR, VR, and Yuanyumu, and its basic settings are difficult to be eliminated. The latter is a better, faster and safer public chain, and it has the resource support of the national government behind it. In addition, Hong Kong will become the core of the new round of WEB3.0, making CFX the core target of Hong Kong's hot spots. Putting aside the Hong Kong hot spot, it is also a better public chain. It also has its ecology and value.
12. Choose the first track, and try not to choose the latter. The hot spot in Hong Kong is CFX, and the eco-currency above is the dex token PPI. The eco-currencies on CFX are all incubated on PPI, so it is the first eco-currency.
If you read the above 12 points carefully, then you should understand that you don’t need to look at all the coins mentioned above anymore, because they have already passed the market, and it is highly unlikely that there will be a second wave of 100-fold market, and even the probability of 10-fold market is very low. What you have to do is to screen out new currencies through these 12 iron rules.
Shen Dan is still making plans every day!
Deduct 9 in the comment section!
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