🚀Looking back at 2025, predicting 2026, choosing the right field, winning big in 2026🚀

🔥The cryptocurrency market has officially moved out of the era of blind investing, shifting to a focus on profits based on sector rotation and value pricing! From value storage to AI computation, a comprehensive analysis of the value and logic of the top 14 coins in core areas helps clarify the supporting foundations of each coin👇
#2025你关注哪些赛道？
1. Value storage sector: BTC (Bitcoin) — "Digital Gold 2.0" supported by institutions.

🌌- Core value: Exclusive consensus + restructured capital organization pricing model, the traditional halving cycle has been upgraded to a new two-year cycle driven by ETFs. Currently, institutions hold 5.7% of the circulating supply, with the ETF management scale like IBIT exceeding $161 billion, becoming a benchmark asset for pension funds and corporate budgets.
🌌- Development logic: The Lightning Network reduces payment fees to below 0.01 USD, with a transaction rate of 15%, scenarios shifting from "hedge investment" to "productive capital", ecosystems like staking and lending BTCFi continuously expanding.#巨鲸动向
🌌- Outlook: The vast liquidity of the macro market + continuous ETF capital flow, analysts predict a price target of $160,000-$200,000 by 2025, laying the groundwork for investment funds.

2. Public Chain Field: ETH (Ethereum) + SOL (Solana) — The struggle between ecology and performance

ETH (Ethereum)
#ETH走势分析
🚀 - Core value: Leading in the DeFi/NFT ecosystem, upgrading EIP-4844 reduces Layer2 costs by 90%, 180 billion USD in value locked in DeFi accounts accounts for 68% of the industry, an irreplaceable developer ecosystem.
🚀 - Growth Logic: The stable staking rate increases, with annual yields of 3-5% attracting capital from institutions. After the Fusaka upgrade, scalability has been improved again, becoming the main platform for RWA tokenization.

SOL (Solana)
#晒出我的Alpha积分
💹 - Core value: 65000 TPS + transaction fee of 0.00025 USD creates a performance barrier, it is expected that by 2025, the trading volume of NFTs will surge by 420%, MEME culture + retail traffic creates a unique ecological advantage.
💹 - Growth Logic: Traditional corporations like Nike are entering into Web3 partnerships, BlackRock is integrating it into index funds, and derivative trading activity is expected to increase by 216%, with institutional confidence steadily improving.
3. Infrastructure sector: LINK (Oracle) + DOT (Cross-chain) — "Invisible platform" of Web3

LINK (Chainlink)
⚠️ - Core value: Exclusivity in the oracle field, serving over 5000 projects, an average of 1.2 billion data calls per day, deep connections with SWIFT, UBS, becoming the main infrastructure for cross-border payments and on-chain funds.
⚠️ - Growth logic: An annual deflation mechanism of 5% + a boom in the RWA sector, with tokenized stocks and large commodities reaching a scale of $24 trillion, with continuously increasing demand for real-world data.

DOT (Polkadot)
💥- Core value: The heterogeneous multi-chain architecture allows for cross-chain asset transfers averaging $50 billion/month, over 100 parachains covering DeFi, gaming, and other fields, with a deflationary mechanism ( an inflation rate of 1.5%/year ) enhancing the ability to attract value.

4. DeFi Sector: UNI (Uniswap) — Dominates long-term liquidity

🛫 - Core value: Leading multi-chain DEX, core liquidity control of the cryptocurrency market, stable fee revenue, continuously upgrading protocols to enhance capital efficiency.
🛫 - Growth logic: Traditional platforms like Coinbase have integrated their trading services, DeFi has shifted from being a "speculative tool" to a consumer application, the number of users is continuously expanding, and TVL is consistently setting new records.
5. AI/Computing Field: RNDR (Render) — A rare target due to integrated technology

🚨 - Core Value: Leading in decentralized GPU rendering, driving the training of large AI models, generating Metaverse content, soaring computational demand, collaborating with NVIDIA to triple inference speed.
🚨 - Growth Logic: Applications in medical image storage, film processing, the explosive demand for Web3 data storage, becoming the best investment vehicle for the convergence of AI and blockchain, benefiting from the simultaneous development of both fields.
6. RWA/Storage Sector: MKR (MakerDAO) + FIL (Filecoin) — Real Value

MKR ( MakerDAO )
💥 - Core value: Leading in the field of RWA, through the tokenization of government bonds, real estate management, with a scale exceeding 23.8 billion USD, expected to reach 16 trillion USD by 2030, serving as the main gateway for the tokenization of traditional assets.

FIL (Filecoin)
💣 - Core value: 10 EiB of storage capacity accounts for 15% of total global cloud storage, medical image storage accounts for 28%, partnership with Alibaba Cloud reduces business costs by 40%, the demand for essential data storage is irreplaceable.

7. Payment / Privacy / Derivative Contracts: XRP (Ripple) + ZEC (Zcash) + HYPE (Hyperliquid)

XRP (Ripple)
⚡️- Core value: Legal disputes have been resolved + ETF approved, clear in cross-border payments, process allowing institutions to act faster, continuously reducing reserves on exchanges, market shifting from speculation to long-term accumulation.

ZEC (Zcash)
💦 - Core value: The standard in proving lack of knowledge, in the context of increasingly stringent regulations, the demand for legal privacy of organizations is rising again, reserves on exchanges are decreasing indicating reduced selling pressure, and smaller coins have higher value.

HYPE (Hyperliquid)
🌊- Core values: Leading in on-chain derivative products, with no VC interference, actively participating institutions, the trading volume of cryptocurrency derivative products far exceeds spot, demand for leverage increases along with a vibrant market.

8. Highly flexible industry: DOGE (MEME) — Market sentiment amplifier increases

🌊- Core value: A very strong retail community, continuous support from Elon Musk, just like bullish market sentiment indicators, often brings superior returns during hot market phases.
- Risk warning: Liquidity is shifting towards mainstream projects, be cautious of the cooling risk of the narrative, and align with small positions for flexible profits.

Allocation analysis

🚨 - Stable position (60%): BTC+ETH, based on capital flows from institutions, benefiting from the industry's development;
🚨 - Growth position (30%): SOL+LINK+RNDR, seize the opportunity to enhance performance, strengthen technology;
🚨 - Flexible position (10%): XRP+ZEC+DOGE, playing the rotating field game and psychological profit.

The goal of the cryptocurrency market is to make money, essentially betting on "technology applications" and "community expansion," selecting the top coins in the relevant field to seize opportunities during volatility, what do you think? 👇👇
The content of this article is for reference only and is not investment advice. Please conduct thorough research yourself (DYOR).