this is pretty much how i’m filtering alts to add to my portfolio rn..
> teams that kept building through the bear
> products people actually use
> steadily growing activity and fees
> fees that benefit holders through buybacks, burns or revenue sharing
> and price that hasn’t caught up with that progress
> no huge upcoming unlocks being overlooked
basically, i’m looking for altcoins that have kept getting better while the market hasn’t priced in its full value yet..
Altcoins that are behind the products people use more as this market heats up are the obvious bets right now to me..
as people start swapping more, moving between chains, borrowing against their bags and finding somewhere to put their profits like..
- $UNI for swaps as people rotate between coins
- $NEAR Intents for swapping across chains
- $ZAMA for keeping balances and transfer amounts private
- $HYPE and $LIT for spot and perps
- $AAVE for borrowing against coins and earning on stables
Keep an eye on such coins..
tbh AAVE is one i’d watch closely here.
someone’s ETH goes up, they can borrow more without selling,
while someone taking profits can supply stables and earn interest
so yeah, i think a busier market could bring these products more business, and these coins are worth having in your watchlist
also yeah, see whether that extra usage reaches the token through fees, burns or buybacks..