If 2025 is a year of Bitcoin rising and altcoins fluctuating, only specific sectors or cryptocurrencies will follow the rise, making coin selection very critical. Choosing the wrong coin may cause you to miss this bull market opportunity.
In this cycle, active investment portfolios will perform better than passive investment portfolios. In other words, it is essential to carefully select cryptocurrencies.
Cryptocurrencies with high enthusiasm may not necessarily continue to rise; what matters most is the narrative behind them. The market has its rules, and we cannot randomly inflate unrealistic concepts like aliens or spaceships. Those outlandish stories will not convince investors.
Currently, DeFi is the foundation, RWA (Real World Assets) is the goal, and stablecoins are the pioneers. These are interconnected areas that have received support from the U.S. government and have significant potential.
From a macro perspective, the market in 2025 may be more stable than in 2024, and the market will not experience as much volatility as this year. However, a smooth rise often means that the bull market may end earlier.
Narratives and sectors worth paying attention to in the future:
1. AI (agents)
Continuing to be optimistic about AI-related applications and developments, especially in the field of intelligent agents.
2. DeFi: such as AAVE, ENA, Morpho, USUAL
These cryptocurrencies and projects are excellent in themselves, and their business prospects are good, but currently, the market enthusiasm is not high, and price increases are relatively slow. For example, coins like MKR and UNI, although good, are not cost-effective and are more suitable for a conservative value investment strategy, without the need to worry about going to zero.
3. L1: such as SUI, HYPE
The price of SUI is expected to rise to double digits (at least $10).
