Opinion: Less than 100 projects out of approximately 37 million tokens in the crypto market are consistent with macro trends such as AI and RWA
Crypto analyst Miles Deutscher tweeted that there are currently about 37 million tokens in the crypto market, of which 99.9% belong to "air projects". He believes that less than 100 projects meet the following conditions: having an experienced team, holding a long-term bullish attitude towards their own tokens (net buying more than net selling), possessing a clear business model and roadmap for sustainable profits, finding real product-market fit or clear path, being able to deliver continuously regardless of market conditions, having real competitive barriers, and aligning with macro trends such as AI, RWA, stable coins etc. He emphasized that investors' task is to find these protocols with long-term potential among many projects and make long-term bets on them.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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