Capture the Zero Fund Plan for Hundredfold Coins, reviewing 46 bear market projects worth paying attention to
The luck factor in catching a hundredfold coin is significant, making it more suitable to capture it using the net method based on probability.Written by: Jonas, Foresight Ventures
The story began during the last bear market bottom when a competitor established a zero fund, diversifying investments into 50 small-cap altcoins, expecting to achieve significant gains with a mindset of zeroing out. Ultimately, they hit on low-probability hundredfold coins like AAVE and LINK, resulting in hundreds to thousands of times returns during the bull market. This successful investment experience is impressive but also reminds us that luck plays a significant role in finding hundredfold coins, making it more suitable to capture them through a net fishing method using probabilities.
With the Federal Reserve's interest rate hike cycle nearing its end and the market bottoming out, we plan to replicate the successful experience of the zero fund by carefully selecting nearly 50 potential projects. The goal is to identify altcoins that can survive a bear market and potentially increase by tens to hundreds of times.
Main selection criteria (satisfying multiple criteria):
Technical: A peak drop of over 90%, market cap ranking around 100-1000.
Fundamental: GITHUB is still being updated, and the community is still active.
Chip distribution: Sufficient turnover, chip release completed, with major market makers present.
Narrative: New concepts, with priority given to new coin projects launched during the bear market.
Liquidity: Compliant fiat trading exchanges like Binance, Coinbase, OKX.
1. Defi
Decentralized derivatives may become the main battlefield for future Defi. With the rise in speculative demand during bull markets and the improvement of layer two scaling solutions, more combinable gameplay will be brought to the Defi ecosystem.
- VELO: Leading DEX on the OP chain, using VE33 model for liquidity incentives.
- GRAIL: Leading DEX on the ARB chain, the largest new listing platform.
- JOE: Leading DEX on AVAX and ARB chains, based on price range bribing.
- ORCA: Top DEX on the SOL chain, which still has strong consensus in Europe and America.
- MCB: Contract platform aggregator MUX on the ARB chain.
- GNS: Synthetic asset derivatives DEX, including categories like crypto, forex, and stocks.
- LYRA: European options platform on OP and ARB chains.
- RDNT: Leading cross-chain lending platform on ARB, with an economic model featuring Ponzi effects.
- GMD: Delta neutral mining machine gun pool for GLP.
- PENDLE: Interest rate derivatives track is in its early stages, liberating future cash flows.
- SSV: Decentralized staking infrastructure, recognized by the ETH Foundation.
- SD: Multi-chain liquidity staking protocol.
- UNIBOT: Leading Telegram trading bot, with rapid user growth.
2. Chain Games and Metaverse
Chain games break the traditional business logic of gaming, returning profits and value to players. Currently released games generally lack innovation and have average playability. Referring to the development patterns of the Web2 gaming industry, platform-type projects have a brighter future.
- MAGIC: Chain game platform on the ARB chain.
- AGLD: Developing LOOT chain, creating a full-chain game.
- YGG: Decentralized gaming guild, transforming into a gaming investment fund.
- MC: Evolving from a gaming guild to include incubators, venture capital funds, and trading markets.
- RLB: Leading gambling platform, with high income and a buyback mechanism.
- HALO: Provides a visual DID protocol in the metaverse, a project incubated by the Lifeform team.
3. NFT
The utility of NFT collectibles lies in clarifying the attributes of digital cultural assets and ownership, promoting the trading of digital assets. In the future, as the demand for asset on-chain expands, NFT collectibles will continue to grow, forming new ecological industries such as creation, trading, and financial services.
- BLUR: Leading NFT trading aggregation platform, with expectations from major exchanges.
- SUDO: NFT trading platform using AMM protocol.
- BEND: Leading NFT collateral lending platform, adopting a point-to-pool approach.
- JPEG: NFT collateral lending platform, minting stablecoins using NFTs as collateral.
- OPUL: Music NFT royalty investment platform, integrating Defi to provide collateral loans for musicians.
- ORDI: Leading BRC20 with first-mover advantage.
4. Social
According to the development patterns of the internet, Web3 social networks are expected to explode after acquiring a large native user base. However, most existing decentralized social projects merely mimic traditional internet models, and a truly novel paradigm has yet to emerge.
- GAL: Web3 credential data network aimed at building a DID system to help project teams better construct products and communities.
- RLY: Provides economic support for online creators, such as issuing fan tokens.
5. Artificial Intelligence
The combination of AI and blockchain is still in its initial exploration phase, which may bring new business models and opportunities.
- AGIX: AI service platform using Ethereum to create payment and registration systems, establishing a new IDO launch platform.
- FET: Public chain deeply integrated with AI, including smart contracts that can write AI models.
- ALI: AI generative avatar project invested by Binance, with investment from Mark Cuban, and expectations from major exchanges.
- RNDR: Decentralized rendering GPU computing network, applicable for the metaverse and AI.
- OCEAN: Big data trading protocol and public data market based on this protocol.
6. Meme
During the last bull market, people witnessed the wealth stories of meme coins like DOGE and SHIB with thousands of times increases, showing that emotional narratives also hold value.
- XEN: POP mining mechanism, with an established ecosystem.
- BITCOIN: Harry Potter Bitcoin is the leading MEME.
- TSUKA: Meme related to Tibetan Buddhism, associated with the SHIB founder, planning to build ecological projects.
7. Payment
As more institutions adopt crypto payments, crypto payment providers will gain long-term demand.
- ACH: Decentralized open-source payment protocol, providing mixed payment solutions for cryptocurrencies and fiat, one of the best projects in the payment sector.
8. Infrastructure
Decentralized infrastructure helps ensure that mainstream users, not just blockchain innovators, can join the Web3 world.
- DAO: Daomaker is a Web3 community incubator that helps projects raise funds in their initial stages.
- RAD: Decentralized Github code collaboration infrastructure, Web3 developer DAO.
- POND: Aiming to help underlying blockchains achieve scaling, a layer 0 protocol inspired by CDN acceleration technology.
- CTSI: Infrastructure platform based on layer two Linux, bridging the gap between mainstream software and blockchain.
- STG: The first Dapp built on the LayerZero protocol, aimed at helping users achieve cross-chain asset transfers.
- AXL: General cross-chain infrastructure protocol based on Cosmos technology, using its own public chain as a relay chain.
- SIS: Similar to V2 version of Cbridge, with market making by DWF.
9. Public Chains
Building a public chain is like constructing a railway, requiring significant upfront investment, but later generating sustainable income from user fees, and the more prosperous the ecosystem, the stronger the innovative power. This explains the high valuation of public chains as core value carriers of Web3.
- CANTO: Defi public chain on Cosmos, collaborating with Polygon on ZK technology.
- KAS: One of the top three POW public chains by mining power, using DAG technology.
- CFX: The only compliant public chain in China, collaborating with mainstream domestic apps, a leading concept in Hong Kong.
Web3 tends to favor new projects over old ones, and there are still many promising new projects that have yet to issue tokens, expected to launch in the next 1-2 years, making them worthy of our long-term attention. The upcoming bull market will be a time when the work done during the bear market is rewarded, especially for those who persist and continue to build. I sincerely hope we all achieve great returns in the new bull market.
Projects yet to issue tokens to watch:
