Capturing 100x Coins: The Zero-Fund Project Plan — Reviewing 46 Projects Worth Watching in the Bear Market
TechFlow Selected TechFlow Selected
Capturing 100x Coins: The Zero-Fund Project Plan — Reviewing 46 Projects Worth Watching in the Bear Market
Catching a 100x coin involves a large element of luck, making it more suitable to capture probabilistically using the net-casting method.
Navigating Web3 tides with focused insightsAuthor: Jonas, Foresight Ventures
The story begins at the bottom of the last bear market, when a peer company established a "Zero Fund," allocating capital across 50 small-cap altcoins with the mindset of accepting total loss, aiming to achieve outsized returns through high-risk bets. This strategy successfully captured outlier hundred-bagger assets like AAVE and LINK, which later surged hundreds or even thousands of times in value, ultimately generating overall portfolio returns of tens of times during the bull market. This remarkable investment outcome left a deep impression, yet also reminds us that catching hundred-baggers involves considerable luck—making it more suitable to apply a probabilistic “fishing net” approach.
Given that the Federal Reserve's interest rate hike cycle is nearing its end and macro conditions appear increasingly ripe for market bottom formation, we plan to replicate the success of the Zero Fund by carefully selecting nearly 50 promising projects. Our goal is to identify altcoins capable of surviving an entire bear market and potentially delivering tens to hundreds of times returns.
Main Selection Criteria (satisfy multiple of the following):
-
Technical: Price down over 90% from peak, market cap ranked around #100–1000.
-
Fundamental: Active GitHub updates and ongoing community operations.
-
On-chain: Sufficient token turnover, completed distribution, presence of major market makers.
-
Narrative: Features novel concepts; priority given to new tokens launched during the bear market.
-
Liquidity: Listed on compliant fiat exchanges such as Binance, Coinbase, OKX.
I. DeFi
Decentralized derivatives may become the main battlefield of future DeFi. With rising speculative demand during bull markets and maturing Layer-2 scaling solutions, greater composability will emerge within the DeFi ecosystem.
1.VELO: Leading DEX on OP chain, using VE33 model for liquidity incentives
2.GRAIL: Leading DEX on ARB chain, largest launchpad platform
3.JOE: Top-tier DEX on AVAX and ARB chains, implementing price-range-based vote buying
4.ORCA: Leading DEX on SOL chain; SOL maintains strong consensus in Western markets
5.MCB: Contract platform aggregator MUX on ARB chain
6.GNS: Synthetic asset derivatives DEX offering categories including crypto, forex, and stocks
7.LYRA: European-style options platform on OP and ARB chains
8.RDNT: Cross-chain lending leader on ARB with a Ponzi-like economic model
9.GMD: Delta-neutral yield farming vault for GLP
10.PENDLE: Interest rate derivatives sector still early-stage, unlocking future cash flows
11.SSV: Decentralized staking infrastructure, officially recognized by Ethereum Foundation
12.SD: Multi-chain liquid staking protocol
13.UNIBOT: Leading Telegram trading bot with rapidly growing user base
II. GameFi & Metaverse
GameFi breaks traditional gaming business models by returning profits and value directly to players. Current games generally lack innovation and gameplay depth. Drawing lessons from Web2 game industry evolution, platform-level projects hold greater long-term potential.
14.MAGIC: Game platform on ARB chain
15.AGLD: Developer of LOOT chain, building fully on-chain games
16.YGG: Decentralized gaming guild transitioning into a game investment fund
17.MC: Evolved from gaming guild to include incubator, venture fund, and marketplace
18.RLB: Leading gambling platform with high revenue and buyback mechanism
19.HALO: DID protocol enabling visual identities in metaverse, incubated by Lifeform team
III. NFT
NFT collectibles establish clear ownership and attributes of digital cultural assets, promoting digital asset trading. As demand for asset tokenization grows, NFTs will continue expanding, forming new ecosystems around creation, trading, and financial services.
20.BLUR: Leading NFT trading aggregator with expectations of listing on major exchanges
21.SUDO: NFT trading platform utilizing AMM protocol
22.BEND: Leading NFT collateralized lending platform using pool-based model
23.JPEG: NFT-backed lending platform allowing users to mint stablecoins using NFTs as collateral
24.OPUL: Music NFT royalty investment platform integrating DeFi to offer loans to artists
25.ORDI: Leader among BRC20 tokens, benefiting from first-mover advantage
IV. Social
Following internet development patterns, once a large native user base forms, Web3 social graphs are expected to explode. However, most current decentralized social projects merely imitate traditional web platforms; truly transformative paradigms have yet to emerge.
26.GAL: Web3 credential data network aiming to build a DID system to help developers better construct products and communities
27.RLY: Enables economic support for online creators, such as issuing fan tokens
V. Artificial Intelligence
The integration of AI and blockchain remains in early exploration stages but could unlock new business models and opportunities.
28.AGIX: AI service platform using Ethereum to create payment and registration systems, launching new IDO platform
29.FET: Blockchain deeply integrated with AI, featuring smart contracts that can program AI models
30.ALI: Binance-invested AI avatar generation project backed by Mark Cuban, with expectation of major exchange listing
31.RNDR: Decentralized GPU rendering network applicable to metaverse and AI applications
32.OCEAN: Protocol for trading big data, along with public data markets built atop it
VI. Meme
During the last bull run, people witnessed meme coins like DOGE and SHIB achieving returns of tens of thousands of times—the power of emotional narrative should not be underestimated.
33.XEN: POP mining mechanism with established ecosystem
34.BITCOIN: Harry Potter Bitcoin is the leading meme coin
35.TSUKA: Tibetan Buddhist-themed meme coin linked to SHIB founder, planning ecosystem development
VII. Payments
As more institutions adopt cryptocurrency payments, crypto payment providers will benefit from sustained long-term demand.
36.ACH: Decentralized open-source payment protocol providing hybrid crypto-fiat payment solutions for enterprises, one of the best-developed projects in the payments space
VIII. Infrastructure
Decentralized infrastructure helps ensure mainstream adoption—not just limited to blockchain innovators—joining the Web3 world.
37.DAO: Daomaker is a Web3 community incubator assisting projects with initial fundraising
38.RAD: Decentralized code collaboration infrastructure (like GitHub), serving Web3 developer DAOs
39.POND: Layer-0 protocol dedicated to helping underlying blockchains scale, leveraging CDN acceleration technology
40.CTSI: Base-layer infrastructure platform built on Layer-2 Linux, bridging mainstream software and blockchain
41.STG: First dApp built on LayerZero protocol, enabling cross-chain asset transfers
42.AXL: General-purpose cross-chain base protocol based on Cosmos tech, using its own chain as relay
43.SIS: Similar to V2 version of Cbridge, with DWF as market maker
IX. Public Chains
Building a public chain is like constructing a railway—requiring massive upfront investment, but later generating sustainable revenue from user fees. The more vibrant the ecosystem, the stronger the innovation becomes. This explains why public chains, as core value carriers in Web3, command high valuations.
44.CANTO: DeFi-focused public chain on Cosmos, collaborating with Polygon on ZK technology
45.KAS: POW public chain ranking top three in mining power, using DAG technology
46.CFX: Only domestically compliant public chain in China, partnering with major domestic apps, leading Hong Kong concept play
Web3 loves novelty over legacy. Many promising new projects have not yet launched their tokens and are expected to do so within the next 1–2 years, making them worthy of long-term attention. The next bull market will reward those who worked diligently during the bear period—especially those who persisted and kept building. We sincerely hope everyone achieves great returns in the upcoming bull cycle.
Notable Unlaunched Projects to Watch:
Join TechFlow official community to stay tuned
Telegram:https://t.me/TechFlowDaily
X (Twitter):https://x.com/TechFlowPost
X (Twitter) EN:https://x.com/BlockFlow_News
Foresight Ventures
