Top Ten Predictions
1. Bull Market Bubble Year Under Neutral Interest Rates
BTC has experienced a bull market one year after each halving in 2013, 2017, and 2021. The difference is that before 2017 and 2021, interest rates had dropped to very low levels, while next year will see a neutral interest rate during the rate-cutting process. A major bull market in 2025 is expected, but the level of speculation may not be as high as in the previous two instances.

2. ETH and Altcoins Exploding
In the second half of this year, everyone is criticizing ETH, similar to how BTC was criticized in the second half of 2022. In December of both 2017 and 2020, ETH reached temporary lows against BTC after two halvings. Considering the recent performance of ETH ETFs and the many altcoins/BTC showing bottoming patterns, it is expected that ALTCOINS/BTC will continue to rise next year.

3. RWA Narrative with No Ceiling
Over the past year, RWA's TVL has grown to $14.8 billion. Its transparency, efficiency, low barriers, and ease of circulation have quickly attracted traditional capital. US Treasuries, stocks, commodities, and real estate can all be represented as RWA; this is a track with no ceiling.

http://4.AI & Crypto Entering Application Level
AI is the biggest narrative of WEB2. The combination of crypto and AI, from pure concepts to AI agents, automatic token issuance, influencer promotions, virtual employees, etc., may still be in its early application stage, but the explosion will be rapid. This is also the largest investment sector for VCs recently.

5. Revolution in the Stablecoin Field
Tether is undoubtedly the most sought-after project of 2024, with a market cap of $130 billion and profits exceeding $10 billion. Stablecoins are also a necessary channel for RWA, destined to become a battleground. The emergence of ENA and USUAL interest-bearing stablecoins this year will initiate a revolution in the stablecoin sector.

6. New Generation Public Chains with Market Caps Over $50 Billion
Every bull market has a new generation public chain with a market cap exceeding $50 billion. ADA and SOL have experienced this, and SUI will become the third-generation star public chain.

7. ETF 2.0
The story of ETFs is not over yet. SOL, XRP, HBAR, and LTC are all expected to be added to ETFs, and ETF staking is another important new narrative.

8. MEME Coins Making a Comeback
After SOL hit a historical high of 260, it fell by 30%, and many MEME coins were halved. When SOL/BTC drops below 0.0018, SOL is expected to stabilize and rebound. Although I believe most MEME coins will drop to zero, there will still be a wave of market activity as SOL recovers.

9. Trading Bots - Small Tracks, Big Business
CEX, DEX, and token bots meet all trading needs in the crypto space, and token bots are undoubtedly the highest frequency and highest fee ones. This has allowed PHOTON and BONKBOT to earn over $100 million in a year, even surpassing top DEFI protocols. These platforms will have a demand for token issuance next year.

10. DEFI Sharpening Its Sword for Four Years
The last bull market saw DEFI shine brightly, evolving from initial swaps, lending, and farming to staking/re-staking, Polygon prediction markets, interest-bearing stablecoins, PENDLE income-generating assets, and crowdfunding, among others. Additionally, there have been no major hacking incidents this year. Favorable regulations, the entry of Wall Street elites, and mature underlying technologies will allow DEFI to draw its sword.

Top Ten Promising Tokens
1. ETH
Anyone who bought ETH in the past two years was a fool, and anyone who refuses ETH in the coming year will be a fool. Its return may not be the highest, but its certainty is the greatest.
2. AAVE
Occupying 20% of the entire network's TVL, with over $20 billion in TVL, earning over $2 million daily while only spending $6 million annually, it is comparable in scale to a medium-sized commercial bank, with minimal costs involving just a small amount of code and staff.
3. VIRTUAL
The traffic driver on BASE, the golden shovel of AI agents, with multiple projects valued over $100 million in its ecosystem. Recently, this sector has not followed BTC's decline and has not yet launched on Binance's spot market.
4. ONDO
A team with a background of Wall Street elites, a leader in the US Treasury RWA sector, sponsoring Trump's inauguration with $1 million, and growing into a new generation of crypto-financial giants. Caution is needed regarding the large unlock in January.
5. CRV
The leader in stablecoin DEX, benefiting from innovations in the stablecoin sector, its trading volume has rapidly increased from outside the top ten to the front ranks. The founder's token liquidation and cooperation with BlackRock have added color, and its DAO governance structure is still adopted by many projects.
6. SUI
The first to ignite the subsidy war for public chains, with rapid TVL growth and many ecosystem projects in their early stages, presenting abundant opportunities and potential as a leader among the new generation of public chains.
7. HYPE
It is very appropriate to describe HYPE as being far ahead in the decentralized derivatives field, capturing close to 70% of the market share. Despite a market cap of $8 billion and an FDV of $27 billion, which is not cheap, it is not just an exchange but also an L1, becoming the BNB of the decentralized space.
8. ENA
It is rare to see a protocol achieve $6 billion in TVL in such a short time, with liquidity penetrating almost all mainstream DEXs. If exchanges support interest-bearing stablecoins as joint collateral in the future, who would still use USDT?
9. COOKIE
This is the project with the lowest market cap among all, benefiting from the explosion of AI agents and MEME, and the rapid trading platform based on these analyses has become a necessity, garnering substantial traffic.
10. DOGE
Thanks to Musk's relentless efforts, the dream of $1 for 1 DOGE will not be far-fetched next year.