As a researcher with a background in the crypto space, I find Miles Deutscher’s analysis insightful and thought-provoking. His critique of traditional VC investment models in the crypto world and his proposal for an alternative strategy focusing on altcoins aligns with my own observations. The inefficiencies he highlights, such as steep launch prices and subsequent overvaluation leading to rapid price declines, are indeed common issues in the industry.
Crypto strategist Miles Deutscher recently shared his perspectives on the shifting terrain of cryptocurrency investments with his 502,000 YouTube followers. In his latest analysis, Deutscher critiqued the limitations of conventional venture capital (VC) investment approaches in the crypto sector and advocated for an innovative strategy that targets specific altcoins, which he anticipates will experience substantial growth.
Criticizing the traditional method of VC-funded token launches, Deutscher pointed out that venture capitalists secure investments at minimal valuations. Later, during the token launch, there’s a push to set high valuations in fully diluted terms, which can result in unrealistic prices for retail investors. This distorted pricing obstructs price discovery mechanisms necessary for active market engagement from individual investors. Consequently, overvaluation often leads to sharp price drops as early investors cash out their profits.
Deutscher emphasized a significant change in market trends, noting that meme coins have recently surged in popularity as a response to the perceived unfairness of the venture capital (VC)-controlled crypto landscape. He noted, “People feel they’ve been sidelined and are seeking ways to level the playing field.” The success of these coins, according to him, can be attributed to their more equitable launch processes, which contrast sharply with the traditional methods used by VC-backed tokens.
In his video, Deutscher highlighted eight altcoins that fit the current investment trend, giving significance to coins with “fully diluted” status and compelling stories. The selection process takes into account each coin’s token economics, “Fully Diluted Valuation” (FDV), market standing, and potential for expansion with minimal sell pressure from early major investors.
Solana (SOL): In German’s opinion, Solana stands out due to its advanced technology and strong community support. It has demonstrated robustness and creativity, making it one of his major investments on account of its persistent excellence. “Solana has ascended to become one of my significant investments because of its consistent superiority. This platform is a market frontrunner for good reason, and kudos to those who joined me in jumping on the Solana bandwagon.”
As an analyst, I would interpret TON‘s favorable FDV (Fully Diluted Valuation) ratio as indicating a more stable market entry compared to other high-valuation launches. This ratio suggests that there is less speculative risk involved with investing in TON. Furthermore, the potential for its growth does not seem to be overshadowed by excessive sell pressure. In my analysis, TON stands out as a promising investment opportunity among other layer one blockchains due to its stable FDV ratio.
As a researcher studying the blockchain landscape, I’d describe NEAR Protocol (NEAR) as having a robust technological foundation and leading role in the industry. With a high degree of token dilution at 91%, most tokens are already in circulation. This results in minimal sell pressure from token holders, allowing for a more stable market dynamics. In my opinion, NEAR is among the top layer-1 (L1) protocols and serves as an effective proxy for artificial intelligence applications due to its creator’s background in AI.
Injective Protocol (INJ): INJ currently boasts a 94% market capitalization to total value locked ratio, indicating a robust market condition and reduced price influence from unlocks. According to Deutscher’s analysis, INJ’s solid fundamentals and recent market trends suggest it is due for a comeback. “The 94% market cap to TVL ratio of Injective Protocol is noteworthy, outperforming earlier in the year yet experiencing some stagnation recently. I am confident that this favorable narrative will resurface at some point,” he remarked.
Arweave (AR) is highly praised by Deutscher as a leading infrastructure investment, offering benefits beyond data storage through its integration possibilities with artificial intelligence. With its fully diluted status, there’s limited pressure to sell in the future. “Arweave emerges as one of the top infrastructure investments. Its current market capitalization represents 100% circulation, meaning all unlocks have already occurred.”
AIOZ Network (AIOZ) contributes uniquely to the field of artificial intelligence (AI) and decentralization through its innovative solutions for decentralized streaming and storage. Notably, the fully diluted nature of AIOZ tokens adds to their allure.
According to Deutscher, the fair launch process and full dilution of Dogwifhat have significant advantages. These aspects have contributed to Dogwifhat’s robust price performance without the typical selling pressure from venture capitalists that is often observed during launches.
EXPERT: Deutscher has experienced significant profits with Pepe, viewing its recent market downturn as a favorable period for investment. The coin’s distinctive community influence and meme identity contribute to its robust market performance. “Pepe is another notable meme coin in my perspective. This current market correction provides an attractive entry point for those seeking increased exposure,” he shared.
High Potential Cryptos With Low Float, High FDV
Deutscher also discussed the potential of investing in low float, high FDV tokens under specific conditions. Using Ondo Finance (ONDO) as a case study, he detailed how a deep understanding of tokenomics could reveal hidden opportunities. “ONDO’s vesting schedule is public, showing that most insiders are locked till 2025, minimizing sell pressure and allowing for price appreciation,” he noted.
In wrapping up his examination, Deutscher advocated for investors to employ a sophisticated approach that combines an awareness of market tendencies with meticulous token scrutiny. He underscored the significance of purchasing when apprehension is rampant and selling when euphoria reigns supreme in order to secure optimal gains.
At press time, SOL traded at $183.33.
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2024-05-21 14:10