🚀Looking back at 2025, predicting 2026, choose the right field to achieve great success in 2026🚀

🔥The cryptocurrency market has officially moved away from blind investment and is now focusing on profits based on industry rotation and value pricing! A comprehensive analysis of the value and logic of the top 14 coins in core areas, from value storage to artificial intelligence computing, helps you clarify the support basis for each coin👇
#2025你关注哪些赛道？
1. Store of Value: BTC ( Bitcoin ) — "Digital Gold 2.0" supported by institutions

🌌- Core Value: Unique Consensus + Capital Organization Restructuring Valuation 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, and ETF assets under management like IBIT exceed $161 billion, becoming a benchmark asset for pension funds and corporate budgets.
🌌- Growth Logic: The Lightning Network reduces payment fees to below $0.01, with a transaction rate reaching 15%. The scenario shifts from "hedging investment" to "productive capital," and the ecosystem continues to expand with staking and BTCFi lending, etc. #巨鲸动向
🌌- Outlook: Broad liquidity in the macro market + Continued inflow of ETF capital, analysts predict a price target of 160,000-200,000 USD by 2025, providing a foundation 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: A leader in the DeFi/NFT ecosystem, the EIP-4844 upgrade will reduce Layer 2 costs by 90%, with $180 billion in locked value accounting for 68% of the industry in DeFi accounts, an irreplaceable developer ecosystem.
🚀 - Growth Logic: The stable staking interest rate has increased, with an annual return rate of 3-5%, attracting institutional capital. After the Fusaka upgrade, scalability has been further enhanced, making it a leading 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, NFT transaction volume will surge by 420%. MEME culture + retail traffic creates a unique ecological advantage.
💹 - Growth Logic: Traditional enterprises like Nike are engaging in Web3 collaborations, BlackRock is incorporating it into index funds, and derivative trading activities are expected to increase by 216%, with ongoing improvement in institutional trust.
3. Infrastructure Sector: LINK (Oracle) + DOT ( Cross-chain ) — "The Intangible Foundation of Web3"

Link (Chainlink)
⚠️ - Core Value: Uniqueness in the oracle field, serving over 5,000 projects, averaging 1.2 billion data calls per day, deeply connected with SWIFT and UBS, becoming a major infrastructure for cross-border payments and on-chain funds.
⚠️ - Growth Logic: 5% annual deflationary mechanism + explosive growth in the RWA sector, where tokenized stocks and major commodities have reached a scale of $24 billion, with a continuous increase in demand for real-world data.

DOT ( Polkadot )
💥- Core Value: Heterogeneous multi-chain architecture supports cross-chain asset transfers, averaging $50 billion per month, covering over 100 parallel chains in fields such as DeFi and gaming, with a deflationary mechanism ( and an inflation rate of 1.5% per year ) to enhance value capture capabilities.

4. DeFi Field: UNI (Uniswap) — Dominating long-term liquidity

🛫 - Core Value: A leading multi-chain decentralized exchange that controls the core liquidity of the crypto market, stable fee income, and continuously upgrades protocols to enhance capital efficiency.
🛫 - Growth Logic: Traditional platforms like Coinbase have integrated their trading services, DeFi has transformed from a "speculative tool" into a consumer application, the number of users continues to expand, and TVL has been setting new records.
5. AI/Computing Field: RNDR (Render) — Became a rare target due to integrated technology.

🚨 - Core Value: Leading in decentralized GPU rendering, driving the training of large AI models, creating metaverse content, with surging computational demands, and collaboration with NVIDIA helps to triple inference speed.
🚨 - Growth Logic: Amid the explosive demand for medical image storage, video rendering, and Web3 data storage, it has become the best investment medium for the convergence of AI and blockchain, benefiting from the synchronous development of both fields.
6. RWA/Storage Sector: MKR (MakerDAO) + FIL (Filecoin) — Actual Value

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

FIL ( Filecoin )
💣 - Core Value: 10 EiB of storage capacity accounts for 15% of global cloud storage, with medical image storage accounting for 28%. Collaboration with Alibaba Cloud reduces enterprise costs by 40%, and is irreplaceable for core data storage needs.

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

XRP ( Ripple )
⚡️- Core Value: Legal disputes resolved + ETF approved, cross-border payments clarified, procedures allow organizations to act faster, exchange reserves continuously decrease, market shifts from speculation to long-term accumulation.

ZEC (Zcash)
💦 - Core Value: Under the standards of knowledge proof, the demand for legitimate privacy rights by organizations has increased again in the context of increasingly strict regulations. The decrease in the reserves of exchanges indicates reduced selling pressure, while the value of small coins is higher.

Speculation ( Hyperliquid )
🌊- Core Value: Leading in on-chain derivatives with no need for venture capital intervention, actively participating institutions, the trading volume of crypto derivatives far exceeds spot, and as the market becomes more active, the demand for leverage increases.

8. High Flexibility Domain: DOGE (MEME) — Bull Market Sentiment Amplifier

🌊- Core Value: A very powerful retail community, driven by the continuous support effect from Elon Musk, similar to the Bull Market Sentiment Index, often delivering superior returns during hot market periods.
- Risk Warning: Liquidity is shifting towards mainstream projects. Please be aware of the cooling risks described, suitable for flexible profits with small positions.

Distribution Analysis

🚨 - Stable position (60%): BTC+ETH, benefiting from institutional capital flows and industry growth;
🚨 - Increase position (30%): SOL+LINK+RNDR, seize the opportunity to enhance performance and strengthen technology;
🚨 - Flexible Position (10%): XRP+ZEC+DOGE, navigating industry rotations and psychological gains.

The goal of the cryptocurrency market is to make money, essentially betting on "technological applications" and "community expansion," selecting the top coins in relevant fields to seize opportunities in volatility. What do you think? 👇👇
This content is for reference only and does not constitute investment advice. Please conduct thorough research on your own (DYOR).