Everyone will make 50x-100x on their entire portfolio.
$10k of assets now will be worth $500k-$1M in 2025-2026.
All you need is to follow the main narratives.
Here's 9 narratives to follow and altcoin picks for eachšš§µ
RWA
The sector combines real property and businesses with tokenization to make the investment world accessible to everyone.
It's creating a financial ecosystem where digital tokens represent tangible assets.
BlackRock is already placing big bet on this sector.
RWA takes 10th place among DeFi sectors with combined TVL $4.33B.
Projects:
ā¢ @ClearpoolFin- $CPOOL
ā¢ @centrifuge- $CFG
ā¢ @Polytrade_fin- $TRADE
ā¢ @IxSwap- $IXS
ā¢ @BosonProtocol- $BOSON
CryptoAI
ChatGPT quickly attracted 100 million users, which shows the massive appeal of AI-powered Apps.
Synergy with blockchain system, we'll help solve the main problems of AI
ā¢ Providing Storage
ā¢ Data Availability
ā¢ Computational power
ā¢ Privacy
Projects:
ā¢ @EMCprotocol- $EMC
ā¢ @rendernetwork- $RNDR
ā¢ @ionet_official- $IO
ā¢ @oceanprotocol- $OCEAN
ā¢ @AITProtocol- $AIT
DePIN
Decentralized Physical Infrastructure Networks use blockchain technology with real-world infra.
We can get rewards and participate in:
ā¢ Expansion of GPS maps
ā¢ Space Weather tracking
ā¢ Powering AI models
ā¢ Environmental Monitoring
Last October, DePINs accounted for a total MC of $4B.
$14B on Feb. 2024 and today it's already $16B.š
Projects:
ā¢ @Hivemapper- $HONEY
ā¢ @GEODNET_ - $GEOD
ā¢ @PlanetWatchsas- $PLANETS
ā¢ @FrysCrypto- $FRY
ā¢ @getgrass_io- $GRASS
Memecoins
Meme coins are digital currencies inspired by memes.
Unlike their traditional counterparts, these tokens gain traction through humor rather than underlying technology or practical use.
Here you can lose a lot or get 1,000x. Both ways are incredibly funny.
The total MC of meme coins is over $20B. During meme season, we already saw:
ā¢ $WIF get ~1550x.
ā¢ $PEPE get ~530x.
ā¢ $BONK get ~300x.
Projects:
ā¢ @ ponkesol- $PONKE
ā¢ @ WolfWifBallz- $BALLZ
ā¢ @ Brett_Solana- $BRETT
ā¢ @ harambeonsolana - $HARAMBE
ā¢ @ pengonsolana- $PENG
Alt L1s
Layer 1 blockchains are classic blockchains that form the backbone of the network.
They are responsible for basic security, consensus building, and data storage.
This narrative dominated the last cycle. Seems like Alt L1 trade never dies.
Total L1 chains MC is around $319B, that less than ETH MC ~ $407B.
Projects:
ā¢ @Aptos- $APT
ā¢ @ton_blockchain- $TON
ā¢ @teamspacemesh- $SMH
ā¢ @alephium - $ALPH
ā¢ @KaspaCurrency- $KAS
L2 blockchains
A Layer 2 blockchain is an additional layer of protocols that improves scalability and speed without compromising security.
The goal is to increase transaction throughput and reduce fees to make blockchains more viable for everyday applications.
Leading projects among L2 showed good performances with low volatility for 6 months:
ā¢ $ARB +104%.
ā¢ $OP +191%.
ā¢ $METIS +586%.
Projects:
ā¢ @0xMantle- $MNT
ā¢ @Arbitrum Foundation $ARB
ā¢ @Solana Official - $SOL
ā¢ @Injective $INJ
GameFi
GameFi is a market segment in the decentralized finance (DeFi) ecosystem that combines blockchain with gaming elements to enable gamers to earn real crypto assets.
Tokens or NFTs can use for user rewards, game activities and iterations.
MC of $AXS and $GMT at its peak reached $10B and $2.3B, which many times more than current players.
Projects:
ā¢ @MaviaGame- $MAVIA
ā¢ @drunk_robots- $METAL
ā¢ @GamerHashCom- $GHX
ā¢ @photofinishgame - $CROWN
ā¢ @ParallelTCG- $PRIME
Restaking Protocols
Restaking focused on capital efficiency, where users can stake the same tokens on the main blockchain and other protocols, securing multiple networks at once.
In DefiLlama Restaking takes 5th place among DeFi sectors with
@eigenlayer
TVL of $11.11B.
Projects:
ā¢ @ether_fi- $ETHFI
ā¢ @RenzoProtocol- not launched
ā¢ @KelpDAO- not launched
ā¢ @swellnetworkio - not launched
ā¢ @eigenlayer- not launched
Privacy Coins
Privacy coins allow users to conduct transactions privately and anonymously.
This ensures the identity of the parties involved are kept private, and ensures the transactions are untraceable.
Privacy tokens have combined MC around $10.91B with 25.97% growth for last 30d.
Projects:
ā¢ @zephyr_org- $ZEPH
ā¢ @OasisProtocol - $ROSE
ā¢ @ZKMLsystems - $ZKML
ā¢ @MASQ_ai- $MASQ
ā¢ @HoudiniSwap- $LOCK
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