In the recent YouTube analysis shared with his 502,000 followers, crypto strategist Miles Deutscher shared his insights on the changing landscape of cryptocurrency investing. Deutscher’s discourse delved into the ineffectiveness of established venture capital (VC) investment models in the cryptocurrency space and proposed an alternative strategy focusing on certain altcoins that he believes are poised for significant growth.

Deutscher criticized the launch of conventional VC-backed tokens, stating: “VCs are achieving very low valuations […] Then, when these tokens are released to the market, they are incentivized to launch them as high as possible at fully diluted valuation terms.” This practice, he argues, causes entry prices to be too high, thereby blocking effective price discovery mechanisms necessary for well market participation by retail investors. The subsequent overvaluation usually leads to rapid price declines as initial investors quickly sell their shares to realize profits.

Highlighting the changing market dynamics, Deutscher pointed out that meme coins have gained popularity as a form of retaliation against the VC-dominated ecosystem. “People really feel like the game is rigged and they want to gain an advantage,” he explained. According to him, the success of meme coins can be attributed to their generally fairer launch processes compared to established VC-funded tokens.

Up to 8 Altcoins to buy now

Throughout his video, Deutscher listed eight altcoins that fit this recent investment “meta,” with an emphasis on tokens that are “fully diluted and have equally good narratives.” Each coin is selected based on its tokenomics, fully diluted valuation (FDV), market position and growth potential without significant selling pressure from initial enormous holders:

Solana (NO): Deutscher sees Solana as a leader because of its technological capabilities and significant community support. It has demonstrated resilience and innovation, leading to it becoming one of his largest holdings with consistent outperformance. “Solana has become one of my biggest holdings due to its improved performance. It is the market leader for a reason and I congratulate everyone who has boarded the Solana train with me.”

Uncle): TON’s attractive FDV suggests a stable market entry with less speculative risk compared to other high-valued launches. Deutscher emphasizes its growth potential without excessive sales pressure. He stated: “TON, being the next layer, is not just another blockchain. OK, it’s priced relatively high, but it’s mostly diluted in the market, which is good. The FDV is actually 68, so it is a stable investment.”

NEAR protocol (NEAR): NEAR is highlighted as a mighty AI replacement due to its technological foundation and leadership. The high dilution level (91% FDV) means that the majority of the tokens are in circulation, reducing selling pressure. “NEAR is fully diluted at a whopping 91% which means there is not much selling pressure. I really think NEAR is one of the best L1s, especially being a very strong AI proxy because the founder has his roots in AI,” Deutscher noted.

Injection protocol (INJ): With a market cap to FDV ratio of 94%, INJ is seen as having solid market health and less price suppression due to unlocks. Deutscher believes it is poised for a revival based on mighty fundamentals and recent market behavior. “Injective has a market cap to FDV ratio of 94%, which is really impressive and is performing better than at the beginning of the year, but has only now started to stagnate a bit. “I think at some point this narrative will definitely come to light again,” he said.

Arweave (AR): Deutscher praises Arweave as one of the best infrastructure companies, not only in terms of data storage, but also potential integration with artificial intelligence. The fact that it is fully diluted means there is minimal selling pressure. “Arweave positions itself as one of the best infrastructure companies. Still not crazy FDV in 3.1 considering the 100% market cap in circulation means all unlocks have taken place.

AIOZ network (AIOZ): AIOZ is part of the AI ​​and decentralized content narrative with a unique offering of decentralized streaming and data storage solutions. The fully diluted status of AIOZ tokens makes them particularly attractive.” AIOZ is another completely diluted coin in the market. This is a coin in the deep tech/AI sector. I like what they are building. It also includes decentralized storage, but also a decentralized AI computing network,” Deutscher explained.

WIF: According to Deutscher, Dogwifhat’s fair launch process and full dilution are the main advantages that facilitate it achieve mighty pricing performance without the usual VC-induced sales pressure.

PEPE: Deutscher has personally observed Pepe’s significant gains, considering his recent “healthy rest” a favorable time for accumulation. The coin’s community-focused approach and meme status provide exceptional market resilience. “Pepe is the next leading meme coin in my opinion. A very healthy relaxation and one that I welcome as someone who would like to get more exposure,” he revealed.

High potential crypts with low variable flow and high FDV

Deutscher also discussed the potential of investing in low float and high FDV tokens under certain conditions. Using Ondo Finance (ONDO) as a case study, he detailed how a deep understanding of tokenomics can reveal hidden opportunities. “ONDO’s vesting schedule is public, showing that most insiders are locked in until 2025, which minimizes selling pressure and allows for price appreciation,” he noted.

Concluding his analysis, Deutscher urged his viewers to adopt a diversified investment strategy that takes advantage of both market trends and in-depth token analysis. He stressed the importance of buying during periods of “extreme fear” and selling during periods of “extreme greed” to maximize profits.

At press time, SOL was trading at $183.33.

Featured image created with DALL·E, chart from TradingView.com