1. The leading big brother: Bitcoin and Ethereum.
1. Bitcoin (BTC): The market big brother.
Bitcoin is the largest currency by market cap, currently valued at $1.8 trillion, with a price of $92,300, up 130% from last year. Why do people like it? Because there are only 21 million in total, akin to 'digital gold', providing a store of value. Institutions are also getting involved; in the first quarter of 2025, BlackRock's ETF alone purchased $5 billion, securing its position! Furthermore, after the miner reward halving in April 2024, the selling pressure will decrease, potentially driving prices higher.
2. Ethereum (ETH): The smart contract heavyweight.
Ethereum is currently $3,200, with a market cap of $385 billion. After the upgrade in March 2024, Layer 2 network transaction fees were reduced, leading to more people engaging in DeFi (decentralized finance) and NFTs. Moreover, staking ETH can yield 4-5% rewards annually, and by mid-2025, it is estimated that 28 million ETH will be staked, attracting long-term investors. Although other public chains are trying to compete, 70% of decentralized applications are still on Ethereum, maintaining its position.
2. Each has its own merits in potential coins.
3. Binance Coin (BNB): The exchange's 'own coin'.
Binance Coin is currently $620, with a market cap of $88 billion. The entire ecosystem of Binance Exchange relies on it; trading can be discounted, and it supports over 1,400 applications on the BNB chain. Every quarter, tokens are burned; in January 2025, 1.6 million tokens were burned, and the less there is, the more valuable it becomes. From October 2024 to now, it has risen 90%, indicating Binance's strength in global regulation and expansion.
4. Solana (SOL): Fast as lightning.
Solana is priced at $180, with a market cap of $84 billion. Its technology can handle 65,000 transactions per second, costing only a few cents per transaction. After the upgrade in February 2025, its capacity will double, attracting many DeFi projects. Although there were network issues previously, it has risen 110% in the past six months, showing strong momentum, but its durability still needs to be observed.
5. Cardano (ADA): A currency that thrives on research.
ADA is currently $0.95, with a market cap of $34 billion. After the upgrade in 2024, smart contracts became more user-friendly, and it will support over 300 projects in the first quarter of 2025. It follows an academic route, with solid technology, making it suitable for those who value compliance and long-term project development.
6. Ripple (XRP): The expert in cross-border transfers.
XRP is priced at $0.85, with a market cap of $48 billion. Ripple's payment protocol can help banks process 1,500 cross-border transfers per second, and over 300 financial institutions are using it. After winning the lawsuit against the U.S. SEC in 2024, it rose 60% in three months. As cross-border payments become increasingly digital, its demand will surely be substantial.
7. Avalanche (AVAX): The multi-chain adept.
AVAX is now $65, with a market cap of $26 billion. Its 'subnet' technology allows each project to build its own blockchain, with over 200 projects supported by March 2025. Moreover, transaction confirmation takes only 1 second, faster than Solana, making it popular among DeFi and gaming projects. It rose 50% in the first quarter of 2025, showing significant potential.
8. Polkadot (DOT): The cross-chain connector.
DOT now has a market cap of $17 billion, and its relay chain can connect over 100 parallel chains, allowing different blockchains to communicate data with each other. In 2024, 20 new chains will join, and the price has risen 45%. Its goal is to create a 'blockchain internet', which developers and investors believe can succeed.
9. Chainlink (LINK): The data mover.
LINK is priced at $28, with a market cap of $17 billion. It provides real-world data for smart contracts, such as weather and stock prices, and over 1,800 contracts rely on it. In 2025, it will cooperate with Google and SWIFT, and from October 2024 to now, it has risen 70%. After all, DeFi requires reliable data, and it is very important.
10. Polygon (MATIC): A great helper for Ethereum.
MATIC is priced at $1.10, with a market cap of $10 billion. It is a Layer 2 solution for Ethereum, and after the upgrade in 2025, transaction fees were reduced by 30%. Over 900 applications are using it. It rose 55% in four months because users found Ethereum too expensive and relied on it for scalability, saving time and money.
Additionally, here are some methods and underlying logic for screening hundredfold coins:
1. The circulating market cap and total market cap should be low. The total market cap of public chains should ideally be below $50 million, and dapp protocols should be below $5 million. A low circulating market cap is easy to understand; if the market cap is too high, there isn't enough room for growth, so the lower, the better. Why must the total market cap be low? Because in the next 1-2 years, tokens will gradually be released. If the total market cap is too high, it means that project parties (whales) can cash out directly without needing to push the price up, which could result in a very high price and profit even if it drops tenfold.
2. The ceiling of the track should be high. At least in a bull market, the valuation should reach above $1 billion. If it’s a meme coin, refer to Dogecoin; if it’s a public chain, refer to ETH, SOL, MATIC; if it’s a dapp or protocol, refer to UNI, AAVE, LDO, etc. Avoid participating in too niche tracks. It’s best to solve real problems. New narratives must be about long-term value discovery, and
3. Not short-term cyclical speculation. For example, the current AI GPU computing narrative points to safer, faster, and more decentralized public chains, spanning several foundational infrastructures like the metaverse, chain games, and AR. A hundredfold dark horse coin must be in an overlooked area. Because what everyone in the network knows tends to be high openings (like ICP), or are normally valued.
4. (ARB), do you think their unit price can rise 100 times? At the opening, the total market cap was in the hundreds of billions or thousands of billions. Don't talk about rising 100 times; even if it rises 10 times, it would catch up to ETH and BTC.
5. Early hundredfold coins generally have poor liquidity.
They are generally on-chain or on small exchanges. Therefore, many newcomers see others recommending early coins and do not research their value, always saying that they don't want to go to small exchanges, as they look too much like 'shitcoins', and buying is too troublesome since there are no apps to participate. These are all surface phenomena, failing to see the essence of value. In 2021, when I bought Magic, cross-chain was very troublesome, but it rose tenfold in a month. In February 2023, when I bought PPI, it also required dual wallets for cross-chain, and many exchanges did not support it. Later, Gate+ supported Espace for withdrawals. Afterward, BRC20 tokens also had a high threshold, requiring points and OTC, which is very troublesome. In short, high thresholds are a necessary step that hinders newcomers. However, there are no thresholds, but it is difficult to make money because everything is sold off after going live. Refer to recent examples.
RDNT GNS PEPE FLOKI trends.
6. The token launch time should ideally be at the end of a bull market or the beginning of a bear market. When researching or buying, the best launch and washout time is 6-12 months, and the circulation rate should ideally be over 50%. KAS was launched in May 2022 and underwent a deep washout for about six months, achieving a maximum increase of over 100 times this year. PPI was launched in May 2022 and began to explode after a deep washout of 9 months; its current circulation rate is around 60%, with a maximum increase of about 50 times this year.
7. The unit price should be low, with many zeros after the decimal point. If the unit price starts at hundreds or thousands of dollars, it will scare away more than 80% of speculators. Especially during a bull market, the newcomers rushing in only look at the unit price without understanding the market cap. Meme coins and public chain coins often start with very low unit prices, and having 3-5 zeros is normal.
8. It is best to be a public chain or a leading protocol on a public chain. In the coin circle, the best profits come from public chains. In the bull market of 2021, over ten hundredfold public chain coins emerged, each with its own advantages. Many leading protocols have also emerged, such as UNI, AAVE, CAKE, XVS, etc. Why don’t I participate in Hong Kong hotspot coins like ACH, LINA, KDY? Because they are not public chains, and many things have a short lifecycle, ending after a wave of speculation. However, public chains are different; they remain hotspots and continuously develop ecosystems and market valuations.
9. The founder, team background, investment institutions, and financing amounts must be reliable. The founder should preferably be a well-known figure in the coin circle, such as a member of the Ethereum core team. For example, the founder of KAS is Y God, and the founder of ROSE is Professor Song, etc. The involvement of well-known institutions in investment acts as a backing. The financing amount and project valuation are also significant; good public chain projects usually have high valuations in the billions.
10. Do not participate if it violates the logic of value investing. What does it mean to violate the logic of value investing? For example, consider stable AMPL, and there was previously a deflationary token on ARB, where the more you hold, the less there is. Whenever you see something like this, regardless of how innovative it is, do not participate; it will surely end in disaster, leaving you in tatters. AMPL has cut many influential figures. If you believe you are a natural fast runner, then forget I said anything.
11. Try not to participate in old coins unless there is a very strong new narrative. For example, this round's RNDR and CFX are both old coins, but their narratives are very good, perfectly fitting the theme of this new bull market. The former spans several tracks, including AI, GPU, NFT+, and chain games, and has a foundational setup that is difficult to be eliminated. The latter is a better, faster, and safer public chain, with national government resources supporting it, especially since Hong Kong aims to be the core of the new WEB3.0 round, making CFX a core target in Hong Kong hotspots. Setting aside this Hong Kong hotspot, it is also a relatively good public chain with its own ecosystem and value.
12. Choose leading tracks, try not to select those at the back. For Hong Kong hotspots, I choose CFX, and for the ecosystem coin above, I choose the dex token PPI. The ecosystem coins on CFX are all incubated on PPI, so it's the leading ecosystem coin.
If you carefully read the above 12 points, you should understand that all the coins mentioned above no longer need to be looked at, as they have already passed their market phases. The probability of encountering a second wave of hundredfold returns is very low, even the chance of tenfold returns is quite slim. What you need to do is filter for new ones through these 12 iron rules.
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Comment 158.
Impermanence.