Odaily Planet Daily News Crypto analyst @MilesDeutscher wrote that there are currently 37 million crypto tokens on the market, of which 99.9% are "air projects". He believes that there may be less than 100 projects with real long-term investment value, and these projects usually have 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: Have a clear business model and a roadmap to achieve sustainable profitability
4: Have achieved or have a clear path to achieve product market fit (PMF)
5: Continuously iterate products without being affected by market conditions
6: Have a technical or network moat
7: Follow macro trends such as AI, RWA, and stablecoins
He pointed out that the key task for investors is to identify these high-quality protocols among many projects and make long-term bets.