#Bitcoin is hitting new all-time highs, altcoins are catching fire, and the Federal Reserve’s money printer is poised to return.
This could be the biggest year in crypto history.$BTC
Here’s how I’m building my $1M crypto portfolio for 2025.
Let’s dive in 🧵👇
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1/x 2024 recap: We saw spot ETFs for Bitcoin and Ethereum pump the markets early in the year. But after months of consolidation, altcoins are finally outperforming Bitcoin.
I’ve learned key lessons from the past two years and I'm shifting my strategy to focus on five proven narratives for 2025:
1️⃣ Layer-1s
2️⃣ Layer-2s
3️⃣ Gaming
4️⃣ AI
5️⃣ RWAs
6️⃣ DeFi
Here’s the breakdown of my strategy 👇
2/x Core pillars of my portfolio:
🔹 #Bitcoin (10%): Reduced from 20% due to the start of altcoin season.
🔹 #Ethereum (20%): Historically, Ethereum outperforms Bitcoin in late bull runs (e.g., Q4 2020).
🔹 #Solana (20%): The standout performer this cycle, with parabolic gains already.
These three are the foundation of my portfolio.
3/x For altcoins, I’m diversifying into five key sectors, holding 38 positions.
Each altcoin fits into:
• Layer-1s
• Layer-2s
• Gaming
• AI
• RWAs
• DeFi
This aggressive approach aims for 5x returns over the next 12 months.
4/x Let’s start with Layer-1s. L1s are driving scalability and adoption. My picks:
🔹 Avalanche $AVAX: Gaming, RWAs, and DeFi roots make this a top-tier competitor to Solana.
🔹 Toncoin $TON: Minimal token unlocks until late 2025. Solid infrastructure and low circulating supply growth.
🔹 Kaspa $KAS: Strong community and fair proof-of-work mining. Consolidated for a year, ready to break out.
🔹 Aptos $APT: Shares a development stack with Sui; poised to catch up as Sui runs.
🔹 Sei $SEI: Hyperscalable Layer-1 supporting EVM with low valuation compared to peers.
🔹 Algorand $ALGO: Strong tokenomics and ISO 2022 standard compliance.
These Layer-1s offer a mix of adoption, innovation, and undervaluation.
5/x Layer-2s are evolving beyond Ethereum scaling - they’re building their own ecosystems. I’ve picked two standout projects:
🔹 Metis $METIS: A Layer-2 that’s innovating in meme coins, gaming, and AI. Running its own ecosystem like a Layer-1.
🔹 Mantle $MNT: Backed by Bybit, with a massive treasury and strong DeFi and staking ecosystems. Comparable to Binance Smart Chain in 2021.
Both are outperforming traditional Layer-2s by fostering independent growth.
6/x Next, Gaming Altcoins - the largest category in my portfolio at 16.4%.
🔹 Superverse $SUPER: Gaming’s infrastructure token with staking rewards and integration across multiple games. Its strong community and utility make it a robust long-term hold.
🔹 Beam $BEAM: Initially a gaming infrastructure project on Avalanche, Beam is now evolving into its own Layer-1 blockchain with partnerships like Abu Dhabi’s gaming venture fund and expansions into AI.
🔹 Zentry $ZENT: A gaming-AI hybrid with groundbreaking products like Nexus and AO agents. With a $140M treasury and collaborations like Ragnarok Online, it’s a solid bet on gaming innovation.
🔹 Wilder World $WILD: The most polished metaverse platform, with visuals far ahead of competitors like Sandbox and Decentraland. Positioned to capitalize on the metaverse revival.
7/x Gaming Altcoins continued:
🔹 XBorg $XBG: A fair-launch gaming identity protocol partnered with esports giants like Team Liquid and BDS. Its no-VC model and esports backing ensure long-term sustainability.
🔹 Seedworld $SWORLD: Developed by the Seify team, this gaming/metaverse hybrid launched with low valuation and no VC manipulation, creating healthy price movement.
🔹 Super Champs $CHAMP: A fair-launch project with 88.5% of its tokens circulating from day one. Raised $14M and is building an ecosystem of mobile games.
🔹 Play Network $PLAY: Onboards Web2 games into Web3, supporting over 2,000 games with 300M active users. A unique infrastructure play with massive adoption potential.
🔹 Sidus $SIDUS: A veteran gaming project with multiple titles, no token unlocks remaining, and a proven track record. Recently outperformed Bitcoin, signaling strong growth potential.
8/x For AI Altcoins, I’m focusing on decentralizing AI model training and applications:
🔹 Near Protocol $NEAR: Combines AI research roots with scalable smart contract infrastructure.
🔹 Bittensor $TAO: Decentralized competitor to OpenAI, with unmatched tokenomics and demand.
🔹 Arweave $AR: Launching AO (decentralized computing) in February.
🔹 HumansAI $HEART: Builds human-like AI agents for real-world and virtual applications.
🔹 AIOZ Network $AIOZ: DePIN project combining GPU computing power and robust adoption metrics.
🔹 BasedAI $BASEDAI: Viral agent creators, staking-focused tokenomics.
🔹 Paal AI $PAAL: Strongest performer in the AI narrative since 2023.
🔹 Nosana $NOS: Solana-based compute network with a January 2025 mainnet launch.
9/x Now onto Real-World Assets (RWAs):
🔹 Axelar $AXL: Connects 69 chains, including XRP Ledger, Stellar, and Cosmos. The interoperability leader for institutions.
🔹 Clearpool $CPOOL: A decentralized credit marketplace with institutional backing. Launching its own layer-2, Ozean.
RWAs are under-allocated in my portfolio but offer solid growth potential.
10/x The DeFi category in my portfolio features unique projects that don’t fit neatly into RWA or other specific narratives but are highly innovative. My picks:
🔹 Wrapped Ampleforth $WAMPL: Leader of rebasing tokens, now launching Spot, a decentralized "flatcoin" to hedge against inflation. To easily gain exposure to Ampleforth and Spot, I’ve included Wrapped Ampleforth in my portfolio.
🔹 SwissBorg $BORG: EU-regulated app integrating decentralized exchange technology with fiat on/off ramps.
🔹 mETH Protocol $COOK: Liquid staking from Mantle with high TVL and low valuation compared to competitors.
These DeFi picks are niche but promising.
11/x Lastly, Memecoins - high-risk, high-reward plays with explosive potential:
🔹 $PEPE: The leader of this cycle’s meme narrative, rooted in early meme culture. With strong community backing and cultural relevance, PEPE is the Doge of 2025.
🔹 $MOG: Ethereum’s second-largest meme coin at $1.27B valuation. Still room to grow as the market matures and meme culture evolves.
🔹 $BRETT: The top meme on Base blockchain, representing its rapidly growing ecosystem. Could run toward $10B valuation in this cycle.
🔹 $WIF: The leading memecoin on Solana., similar to $BONK. Both have room for another 4-5x as Solana's ecosystem expands.
We put a lot of research and work into this thread before reading it.🙏 🚨
Very Important 🚨 Please follow @Coinaute and 🩷Like + Comment and ✅ Share #binance #MarketDownturn