@dmredacted
The Blueprint For Finding 100x Gems
Most market participants mistake gambling for investing. Real investing is about finding a Diamond – a rare asset class defined by the following strict criteria:
• Valuation: Market cap under 20M. This is the baseline for a 10-30x multiple.
• Cap Table: Backed by Tier-1 entities (Coinbase) – not a crowded party of secondary funds looking for an exit.
• Tokenomics: Real value accrual. This means revenue share, buybacks, or constant burn. Zero inflation.
• Structure: No cliffs. Focus on fully unlocked supplies where the sell pressure is already absorbed.
These setups are incredibly rare – you might find only 1-3 per year. The strategy is mechanical: identify the anomaly, capture the expansion, and rotate profits back into the conservative portfolio. Rinse and repeat.