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Starting from narrative and valuation, list 8 tokens that may 'fail'

梦中人 2025-05-29 16:05:48 链资讯已有人查阅

导读Including XMR FLOW、XRP、ADA、AXS、DYDX、WLD、BCH。 Author: Arduino, Cryptography Researcher Compiled by: Fel...

Including XMR FLOW、XRP、ADA、AXS、DYDX、WLD、BCH。

Author: Arduino, Cryptography Researcher Compiled by: Felix, PANews

Before purchasing any token, wise investors should at least analyze the following key factors:

Market Value (MC) FDV Future Unlocking Situation Token Demand Narrative

This type of analysis will help determine whether the token is worth holding and whether it has upward potential. But 98% of altcoins are destined to fail because they have no potential at all. For example, if you invested $10000 in AXS in November 2021, you would only have $382.5 left today.

Furthermore, as shown in the chart below, only TON, SOL, Memes, and BTC showed significant growth within 90 days. All other so-called 'high-tech' altcoins have fallen one after another.

If you don't want to see your money disappear over time, you should avoid holding the following three types of altcoins.

1. Outdated and overvalued projects

These types of projects usually lack technical expertise as they are all fictional. Over time, their value will gradually decrease compared to ETH, as we can see now.

2. Projects related to past narratives

The typical characteristics are high FDV, low market value, and sustained selling pressure. These tokens have lost their narrative relevance and are gradually declining.

3. Tokens with inflated prices

The supply of such tokens is strictly controlled by teams or venture capitalists, resulting in manipulated valuations.

Based on the above three types, encryption researcher Arduino has identified 8 tokens that are destined to "fail".

PANews note: This article aims to provide market information and does not constitute investment advice, DYOR.

XMR

You may all know about the anonymity and privacy of transactions in Monero.

XMR is one of the oldest encrypted tokens. However, the price of XMR has not changed much since 2022, and it may be banned in the future like Tornado Cash.

The most important thing is that Binance will take it down this year, which may be the 'last straw that overwhelms the camel'.

Short term overestimation, bleak prospects, and high risks.

FLOW

Flow is a proof of stake memory blockchain designed to serve as the foundation for Web3 and open metaverse, supporting consumer scale decentralized applications, NFTs, DeFi, DAOs, PFP projects, and more.

Unfortunately, market interest in the project has faded, resulting in a decrease in its value.

This is due to sustained selling pressure from venture capital and a decrease in hype surrounding NFTs.

XRP

XRP is designed for fast and low-cost global transactions. However, this is an unnecessary fork of BTC and overvalued.

It has a group of truly fanatical followers, but has not yet seen a truly intelligent person support it.

XRP is not the worst token, but ETH or BTC are better.

AXS

The list here applies not only to Axie Infinity, but also to other senior P2E tokens such as SAND and MANA.

The market's excitement about it has disappeared, and the FDV is quite high.

The hype surrounding these tokens has disappeared, and there is no hope for price recovery.

DYDX

The key challenge of DYDX is token unlocking.

The design of these unlocking mechanisms aims to stabilize selling pressure, but leads to sustained price declines.

Many projects face this issue, so reviewing the unlock schedule is crucial if the project wants to survive.

WLD

WLD is essentially a fictional token, whose supply is strictly managed by the main participants and insiders who are always selling tokens. The chances of winning are not on the side of individual investors.

BCH

Bitcoin Cash (BCH) is a fork of BTC aimed at increasing the size of memory blocks and processing more transactions simultaneously.

However, BCH is essentially similar to Bitcoin and has not undergone significant changes. Basically, this is just a fake Bitcoin. Why do we need fake Bitcoin?