Market Shift and Retail Investors

• Retail investors fully returned to the market.
• Legacy coins like XRP, Cardano, Stellar, Polkadot, Tezos, Sandbox, Decentraland, Algorand top performers over the past two weeks.
• Crypto natives are trading meme coins on Solana.
• Expectation of major liquidity wave into mainstream coins from everyday investors.

Identifying Mainstream Coins

• Presenter: Dennis, a crypto angel investor with six years of experience.
• Focus on market trends and investing strategies in crypto.

Market Split

• Crypto Twitter focuses on meme coins.
• Retail investors are investing in legacy coins not popular on Crypto Twitter.

Liquidity Inflow

• Example: Stellar Lumens saw $10 billion market cap inflow in past 18 days.
• Retail liquidity is moving away from meme coins.

Criteria for Identifying Coins

1. Top 100 Coins: People start from the top list.
2. Popular Narratives: Layer 1, AI, and Gaming.
3. Retail App Listings: Coins listed on apps like Coinbase, Robinhood.
4. Low Unit Bias: Preference for lower-priced coins.
5. Potential Gain to All-Time High: Looking for large potential gains.
6. Centralized Exchange Listings: Retail prefers centralized exchanges.
7. English-Speaking Appeal: Names that appeal to English-speaking audience.
8. Popularity in 2021 Bull Cycle: Coins that were popular in the last cycle.
9. First Mover Narratives: Coins with strong narrative positions.

Strategy and Tool Usage

• Use Live Coin Watch for tracking potential gains and exchange listings.
• Focus on coins offered on Robinhood as they target US retail investors.

Layer 1 Picks

• AVAX: Checks all criteria boxes.
• Polkadot: High retail appeal despite fundamentals.
• Phantom: Likely to catch bid after AVAX, Polkadot.

Gaming Picks

• Immutable X, Decentraland, Sandbox, Axie Infinity: Known from 2021 hype.
• Gala: Popular in 2021 as decentralized gaming platform.

AI and Decentralized Computing Picks

• Render, The Graph, Helium, Filecoin, ICP: Fits decentralized computing narrative.
• Chainlink: Has loyal fan base, potential for retail interest.

Meme Coins and Base Ecosystem

• Brett: Main meme coin on base, potential for repricing.

Community Engagement

• Join VirtualBacon on X for quick updates.
• Participate in The Coiners community for insights and alpha.