Top Ten Predictions
1. Bull Market Bubble Year Under Neutral Interest Rates
BTC has experienced a bull market a year after each halving: 2013, 2017, 2021. The difference is that in 2017 and 2021, interest rates dropped to very low levels before the halving, while next year, it will be a neutral interest rate during the rate-cutting process. A major bull market in 2025 is expected, but the level of bubble may not reach the previous two times.
2. ETH and Altcoins Explode
In the second half of this year, everyone is criticizing ETH, just like in the second half of 2022 when everyone criticized BTC. ETH saw its rate against BTC bottom out in December during both the 2017 and 2020 halvings. Coupled with recent ETH ETF performance and many altcoins/BTC showing bottoming patterns, it is expected that ALTCOINS/BTC will continue to rise next year.
3. RWA Narrative with No Ceiling
In the past year, RWA's TVL has grown to $14.8 billion. Transparency, efficiency, low barriers, and liquidity have rapidly attracted traditional capital. US Treasury bonds, stocks, commodities, and real estate can all be RWA. This is a sector with no ceiling.
http://4.AI&crypto Entering Application Level
AI is the biggest narrative of WEB2, and the combination of crypto and AI, from pure concepts, MEMEs to AI agents, automated token issuance, KOL tweets, virtual employees, etc. While the applications are still very rudimentary, the explosion will be rapid. This is also the largest area of recent VC investment.
5. Revolution in the Stablecoin Field
Tether is undoubtedly the most coveted project of 2024, with a market cap of $130 billion, earning over $10 billion effortlessly. Stablecoins are also a necessary pathway for RWA and are destined to become a battleground. The emergence of ENA and USUAL interest-earning stablecoins this year will initiate a revolution in the stablecoin field.
6. New Generation Public Chain Circulation Market Cap Exceeds $50 Billion
Every bull market cycle has a new generation public chain with a circulating market cap exceeding $50 billion. ADA and SOL have gone through 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/LTC are all expected to go public with ETFs, and ETF staking is a new important narrative.
8. MEME Coin Blossoms Again
After SOL set a new historical high of 260, it fell by 30%, and many MEME coins were halved. When SOL/BTC falls below 0.0018, SOL will stabilize and rise. Although I believe most MEME coins will return to zero, they will see a wave of trends with SOL's recovery.
9. Trading Bots - Small Niches, Big Business
CEX, DEX, and token bots meet all trading needs in the crypto space, and the token bot is undoubtedly the highest frequency and highest fee, allowing platforms like PHOTON and BONKBOT to earn over $100 million in a year, even surpassing top DEFI protocols. These platforms will have demand for token issuance next year.
10.DEFI Four Years to Forge a Sword
The DEFI that shone brightly in the last bull market has evolved from initial exchange, lending, FARM to staking/re-staking, Polygon prediction markets, interest-earning stablecoins, PENDLE earning asset returns, Waterdrop fundraising, etc. Moreover, there have been no major hacking incidents this year. Favorable regulatory policies, Wall Street elites entering the scene, and mature underlying technologies will draw DEFI's sword.
Top Ten Promising Tokens
1.ETH
In the past two years, anyone who bought ETH was a fool; in the coming year, anyone who refuses ETH will be a fool. Its yield 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 and daily income exceeding $2 million, while annual expenses are only $6 million, its scale is comparable to that of a medium-sized commercial bank, with costs consisting of only a small amount of code and staff.
3.VIRTUAL
The traffic bearer on BASE, an AI agent's golden shovel, with multiple projects worth over $100 million in its ecosystem. Recently, this sector has not followed BTC's decline and has yet to be listed on Binance's spot market.
4.ONDO
Backed by a Wall Street elite team, a leader in the RWA sector of US Treasury bonds, sponsoring Trump's inauguration with $1 million, it is growing into a new generation of crypto-financial giants. Caution is needed for large unlocks in January.
5.CRV
The leader in stablecoin DEX, benefiting from innovation in the stablecoin field, its trading volume has rapidly grown from outside the top ten to the forefront. The founder's token liquidation and collaboration 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 among public chains, with rapid TVL growth. Ecosystem projects are still in their early stages, offering many opportunities and potential to become the leading public chain of a new generation.
7.HYPE
Describing HYPE as leading the way in decentralized derivatives is quite fitting, with nearly 70% market share. Despite an $8 billion market cap and a $27 billion FDV, it is not cheap, but it is not just an exchange; it is also L1, 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, and its liquidity has almost permeated all mainstream DEXs. If exchanges support interest-earning stablecoins as joint collateral in the future, who would still use USDT?
9.COOKIE
This has the lowest market cap among all projects, benefiting from the explosion of AI agents and MEME. Analysis based on these and fast trading platforms has become a necessity, attracting huge traffic.
10.DOGE
Thanks to Musk's relentless efforts, $1 for 1 DOGE will not be a dream next year.