Analyst: Only a few projects have long-term investment value

2025-03-28 15:23:20
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ChainCatcher news, crypto analyst @MilesDeutscher posted that there are currently 37 million crypto tokens in the market, of which 99.9% are "airdrop projects." He believes that there may be fewer than 100 projects that truly have long-term investment value, and these projects typically possess the following characteristics:
1: Led by an experienced team
2: The project party is optimistic about the token in the long term and is a net buyer
3: Has a clear business model and a roadmap for achieving sustainable profitability
4: Has achieved or has a clear path to achieving product-market fit (PMF)
5: Continuously iterates products regardless of market conditions
6: Has a technological or network moat
7: Aligns with macro trends such as AI, RWA, stablecoins, etc.
He pointed out that the key task for investors is to identify these high-quality protocols among numerous projects and make long-term bets.

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