If Bitcoin rises in 2025 and altcoins fluctuate, and only a few sectors or currencies will follow the rise, then coin selection becomes very critical. Choosing the wrong coin may make you miss the opportunity of this bull market.
Active portfolios will outperform passive portfolios in this cycle. In other words, be selective with your coins.
The hottest coins may not continue to rise, the most important thing is the narrative behind them. The market has its own rules, and we cannot just randomly pull up some unrealistic concepts, such as aliens or spaceships. Investors will not buy into those stories that are not grounded.
Looking at it now, DeFi is the foundation, RWA (Real World Assets) is the goal, and stablecoins are the pioneers. These are interconnected fields and are supported by the U.S. government, with high potential behind them.
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, smooth upward trends often mean that a bull market may end earlier than expected.
Narratives and sectors worth paying attention to in the future:
1. AI (Agent)
I continue to be optimistic about AI-related applications and developments, especially in the field of intelligent agents.
2. DeFi: for example, AAVE, ENA, Morpho, USUAL
These cryptocurrencies and projects are excellent in themselves, and their business prospects are quite good, but currently, the market heat is not high, and prices are rising slowly. For example, coins like MKR and UNI, although they are good coins, are not cost-effective and are more suitable for a conservative value investment strategy, so there is no need to worry about them going to zero.
3. L1: for example, SUI, HYPE
The price of SUI is expected to rise to double digits (at least $10).
Today's article ends here, welcome to come to the homepage and have fun together~
Investing carries risks, and the above content is purely personal sharing and does not constitute investment advice!