Capture the 100x Coin Zero Fund Plan, and count 46 projects worth paying attention to in the bear market
By Jonas, Foresight Ventures
The story started when a friend set up a zero-based fund at the bottom of the last bear market, and dispersed the funds to buy 50 small-cap altcoins, expecting to achieve a small-scale return with a zero-based mentality. In the end, AAVE, LINK and other low-probability 100x coins with hundreds or thousands of times of increase were bet on, and the overall return was several dozen times in the bull market. This successful investment experience is impressive, but it also reminds us that catching 100x coins is more of a matter of luck, and it is more suitable to catch them by probability through the fishing net method.
As the Fed’s rate hike cycle is coming to an end and the market is close to bottoming out, we plan to replicate the success of the Zero Fund and have selected nearly 50 potential projects for this purpose. The goal is to capture altcoins that can survive a bear market and increase by dozens to hundreds of times.
Main screening criteria (satisfy multiple of them):
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Technical aspects:The decline from its peak was more than 90%, and its market capitalization ranked around 100-1000.
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Fundamentals:GITHUB is still being updated and the community is still operating.
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Chip side: Sufficient turnover, chips released, and the existence of major market makers.
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Narrative: New concepts and new coin issuance projects will be given priority during the bear market.
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fluidity:Binance, Coinbase, OKX and other compliant fiat currenciesexchange.
1. Defi
Decentralized derivatives may be the main battlefield of Defi in the future. With the increase in speculative demand in the bull market and the improvement of the second-layer expansion plan, it will bring more composable gameplay to the Defi ecosystem.
1.VELO: DEX leader on OP chain, using VE33 mode liquidity incentive
2.GRAIL:The leading DEX on the ARB chain and the largest new IPO platform
3.JOEAVAX and ARB are the leading DEXs on the chain, engaging in vote buying based on price ranges
4.ORCA:SOL chain is the leading DEX, SOL chain still has a strong consensus in Europe and the United States
5.MCB:ARB on the chaincontractPlatform Aggregator MUX
6.GNS:Synthetic asset derivatives DEX, including crypto, foreign exchange, stocks and other categories
7.LYRA: European options platform on OP and ARB chains
8.RDNT:A cross-chain lending leader on ARB, with a Ponzi effect in its economic model
9.GMD:GLP's Delta neutral mining machine gun pool
10.PENDLE:The interest rate derivatives track is in its early stages, liberating future cash flows
11.SSV:Decentralized staking infrastructure, recognized by the ETH Foundation
12.SD:Multi-chain Liquidity Staking Protocol
13.UNIBOT:The leader of Telegram trading robots, with rapid growth in users
2. Blockchain Games and Metaverse
Blockchain games break the business logic of traditional games and return profits and value to players. Currently released games are generally not very innovative and playable. Referring to the development law of the Web2 game industry, platform projects have a better future.
14.MAGIC:ARB Chain’s blockchain gaming platform
15.AGLD:Develop LOOT chain and make full-chain games
16.YGG: Decentralized game guild, transformed into game investment fund
17.MC: From a gaming guild to an incubator, venture capital fund and trading market
18.RLB: The leading gambling platform with high income and repurchase mechanism
19.HALO:Provides a visual DID protocol in the metaverse, a project incubated by the Lifeform team
3. NFT
The utility of NFT collections is to clarify the attributes and ownership of digital cultural assets and promote the transaction of digital assets. In the future, as the demand for assets on the chain expands, NFT collections will continue to grow, forming new ecological industries such as creation, trading, and financial services.
20.BLUR:The leading NFT trading aggregation platform, with the expectations of Shanghai University
21.SUDO:NFT trading platform using AMM protocol
22.BEND:NFT mortgage lending leader, adopting peer-to-pool approach
23.JPEG:NFT mortgage lending platform, using NFT as collateral to mint stablecoins
24.OPUL:Music NFT royalty investment platform, integrating Defi to provide mortgage loans for musicians
25.ORDI:BRC20 leader, with first-mover advantage
4. Social
According to the development law of the Internet, with a huge native user base, the Web3 social graph is expected to begin to explode. However, most of the existing decentralized social projects are imitations of the traditional Internet, and the new paradigm of the real phenomenon has not yet appeared.
26.GAL:Web3 credential data network, aims to build a DID system to help project parties better build products andCommunity
27.RLY: Can provide financial support to online creators, such as issuing fan coins
5. Artificial Intelligence
AI+ BlockchainThe combination is still in its initial stage of exploration and may bring new business models and opportunities.
28.AGIX:AI service platform, using Ethereum to create payment and registration systems, and building a new IDO launch platform
29.FET:A public chain deeply integrated with AI, including intelligent AI modelscontract
30.ALI:BinanceMark Cuban invested in an AI-generated avatar project that has exceeded expectations
31.RNDR: A decentralized GPU computing network for rendering that can be used for the Metaverse and AI
32.OCEAN: A big data trading protocol and a public data market based on it
6. Meme
In the last bull market, people witnessed the stories of getting rich quickly as Meme coins such as DOGE and SHIB increased by tens of thousands of times. Emotional narratives are also valuable.
33.XEN:POP mining mechanism, an established ecosystem
34.BITCOIN: Harry Potter Bitcoin is the leader in MEME
35.TSUKA:Memes related to Tibetan Buddhism, related to the founder of SHIB, plans to build an ecological project
VII. Payment
As more institutions adopt crypto payments, crypto payment providers will gain long-term demand.
36.ACH: A decentralized open source payment protocol that providescryptocurrencyThe hybrid payment solution with fiat currency is one of the best projects in the payment track
8. Infrastructure
Decentralized infrastructure helps ensure mainstream adoption, not justBlockchainInnovators, join the Web3 world.
37.DAO:Daomaker is Web3 CommunityIncubators can help projects raise funds at the initial stage
38.RAD: Decentralized Github code collaboration infrastructure, Web3 developers DAO
39.POND: Committed to helping the grassrootsBlockchainImplementing the Layer 0 protocol for capacity expansion, drawing on CDN acceleration technology
40.CTSI:Based on the two-layer Linux infrastructure platform, bridging the gap between mainstream software andBlockchaingap
41.STG:The first Dapp built on the LayerZero protocol, designed to help users achieve cross-chain asset transfers
42.AXL:Universal cross-chain basic protocol, based onXiaobai NavigationBased on Cosmos technology, using its own public chain as a relay chain
43.SIS:Similar to the V2 version of Cbridge, DWF makes the market for it
9. Public Chain
Building a public chain is like building a railway. The initial investment required is huge, but the fees collected from users in the later stage will bring sustainable income. The more prosperous the ecosystem, the stronger the innovation force. This explains why the public chain is highly valued as the core value carrier of Web3.
44.CANTO:DeFi public chain on Cosmos, cooperating with Polygon on ZK technology
45.KAS: The top three POW public chains in mining computing power, using DAG technology
46.CFX:The only compliant public chain in China, cooperating with mainstream domestic APPs, and the leader of Hong Kong concepts
Web3 prefers to speculate on new things rather than old ones. There are still many good new projects that have not yet issued coins, and will issue coins in the next 1-2 years, so it is worth our long-term attention. The future bull market will be a time when everyone's work during the bear market will be rewarded, especially for those who persevere and continue to build. I sincerely hope that we can all get a good return in the new round of bull market.
Un-issued projects:
The article comes from the Internet:Capture the 100x Coin Zero Fund Plan, and count 46 projects worth paying attention to in the bear market
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