An overview of popular coins in the crypto circle, future explosion periods, institutional costs.
BNB: Leading platform coin.
XRP: Coin managed by American consortium and banks; the explosion period is at the beginning and end of the bull market; XRP will explode first, then public chains, then use layer.
USDC: A stablecoin at the same level as USDT, used on-chain.
DOGE: Leading MEME coin.
ADA: Will pump every bull market.
TRX: Brother Sun's coin, always strong.
POL: Personally, I think it's a decent target.
LTC: Not as good as buying Bitcoin.
DOT: Personally, I don't touch it, too many trapped investors.
TON: Can't understand it, but the market cap space is about capped.
SUI: Saw $10 in this bull market.
WBTC: Bridged on-chain.
DAI: Stablecoin; if USDC has issues, DAI will drop; the safest, with treasury having ETH and mainstream coins.
SHIB: No need to play, allocate to meme section and buy PEPE.
BONK: Short-term market action is about done.
WIF: Can ambush around 3.
OM: This bull market has risen hundreds of times; I'm afraid to buy.
FLOKI: Dog-controlled coin knows how to stir things up, worth holding.
ENA: The only VC coin that has pumped.
RUNE: Leading decentralized exchange.
PYTH: Limited market cap space.
JUP: Limited space due to large market cap.
JTO: Layout after the big unlock in December.
BEAMX: Leading chain game guild.
NEIRO: Star meme coin, just do it.
ORDI: The inscription is dead.
TURBO: AI + MEME, can buy a bit.
ARKM: I'm in the car.
FET: Large market cap, not played.
AVAX: VC coin, not worth playing.
BCH: The shell has been sold; this round can break historical highs without issue.
PEPE: If you like the meme sector, you can buy; after public chains, application chains, finally trade memes.
LINK: Leading oracle sector coin; can buy, growth may exceed Bitcoin and Ethereum.
XLM: Linked to XRP.
BUSD: BNB stablecoin.
LEO: Zombie coin.
UNI: Leading DeFi coin.
ATOM: The technology is strong, but it has nothing to do with coin price now.
XMR: Not worth playing, leading privacy public chain.
TUSD: Stablecoin.
OKB: The second largest platform token; currently at a suitable price.
ETC: A doomed project.
FIL: A doomed project.
MNT: Check if there’s money on the exchange to see platform coins.
ICP: A doomed project.
LDO: Ethereum staking sector not as good as buying ETHFI.
HBAR: Entrepreneurial concept coin, not worth playing.
The next round of L2 will be the main theme; L1 public chains are just copy-pasting to cut leeks; L2 may enter the top 30 or even 20.
APT: New public chain, 70% BTC, 10% new public chain, 2.5~3 is institutional cost price; the only promotion method is to pump, then build infrastructure for DEX, NFT, lending agreements; needs a public chain.
Token; later the controller will dump.
ARB: Currently the leading L2, FDV over 10 billion; initial market cap too high; next round opportunities are much fewer; 70% BTC; ARB and OP rotate in different explosive periods, OP earlier, then switch to ARB.
CRO: Bankrupt platform coin.
VET: The light of domestic public chains is not as good as buying new L2 public chains.
NEAR: Old coin.
QNT: Old project, not played.
MKR: The founder is buying back, so there's been a recent pump; in terms of DeFi, it’s worth buying some; personally leaning towards low-risk public chain leaders.
AAVE: Leading lending agreement.
OP: Similar to ARB, leading coin; different explosion periods; OP pumps first, then ARB; which one to buy depends on the price; L2 layout; 30% position 10~15 in L2; technology is strong; the issue is new public chains are the same; circulating supply is only 15%; it can't rise like MATIC; 0.25~0.37 is the institutional cost price; buying at double the institutional cost price is safe.
GRT: Old coin, not played.
ALGO: Old coin, not played.
THETA: Old coin, not played.
XDC: No one plays with it.
EGLD: No one plays with it.
STX: Strong controlled coin; will explode with BTC when the BTC ecosystem explodes; layout when the ecosystem comes.
SAND: Leading metaverse coin; unlikely to reach previous highs next round.
EOS: Don't play with it.
XTZ: No one plays with it.
IMX: L2 for GameFi; if GameFi develops well, there could be a wave of market action; unfortunately, it opened too high.
APE: Leading metaverse coin, NFT is cooling down; the controller is present but inactive, in a state of decay; mining coin, inflation rate a bit high.
SNX: Old DeFi coin; US equity RWA was on SNX, later regulatory issues brought it down.
USDD: Similar to LUNA, small volume.
MANA: Leading metaverse coin, no need.
AXS: Not worth playing.
BSV: Not worth playing.
FTM: Strong controlled coin; has a lot of trapped investors; long-term not as good as new public chains.
RNDT: Strong controlled coin; will buy in if it drops enough.
INJ: One of the strongest controlled coins this year; not as good as L2; same batch as SOL, exchanged managers; market skill is similar to SOL.
CRV: One of the leading DeFi coins.
NEO: Domestic public chain leader; not played much.
FLOW: Old public chain fully unlocked; focus on new, not old.
RP: Not worth playing, one of the ETH staking concept coins; active in the market.
KAVA: Old public chain, follows BTC.
CHZ: Leading World Cup fan coin; doesn’t seem to show performance.
USDP: Stablecoin.
GALA: Chain game; don’t increase position size; high uncertainty.
CFX: Strong control; can see from the 5-minute chart that market-making is not happening; if it opens one-click follow, it can be bought if low enough; the controller is capable.
KLAY: Old public chain.
ZEC: Old coin.
PAXG: Gold stablecoin, similar concept to USDT; if you want to buy gold, you can buy this.
IOTA: Old coin.
GMX: Innovative DeFi, Pendle and GMX; wait until 30 to buy; strong regulations may lead to an explosion.
COMP: DeFi; not market-making, will attract speculative funds; not recommended.
LUNC: Daddy is Binance; treat it as a meme to trade; often false breaks, real trends only appear at the end.
BTT: Brother Sun's coin for cutting leeks.
CSPR: Old coin, not played.
FXS: Ethereum staking concept, also an algorithmic stablecoin concept; if optimistic, can allocate a bit, it's a localized mid to late market situation.
GT: Platform coin.
MINA: Poorly controlled, old coin.
GUSD: One of the stablecoins, not many people use it, often detaches.
TWT: Leading wallet coin; if you like this sector, you can buy; the safest is public chain.
NEXO: Old coin.
DASH: Ancient coin has resurrected.
WOO: Domestic exchange coin, aggregator; can be played.
ZIL: Old coin; old from 2017, no need to look at.
RUNE: Not played, zombie coin.
DYDX: Long-term not very good; good for short-term trading; DEX will pump if there's market action; market-making cycles are very frequent; skilled players can trade.
CAKE: The locked rate has changed; it’s not worth buying over UNI.
1INCH: After UNI's latest release, 1INCH has no space.
ENJ: No one plays with it, no market makers.
MASK: Strong controlled coin, often has market action, hard to allocate.
BONE: Controller is present, but SHIB's controller is not.
MX: The explosive period is at the junction of bull brothers.
FET: Unless AI pumps it.
WLD: High technology can make waves.
BLUR: First sight.
FLOKI: Not as good as PEPE.
SSV: Ethereum staking concept coin.
ILV: Leading chain game.
JOE: DEX sector; good consensus, strong controller, the project is okay.