If 2025 is a bull market for Bitcoin, Altcoins will fluctuate, and only a few sectors or cryptocurrencies will follow the uptrend, so coin selection becomes crucial. Choosing the wrong coin may cause you to miss the opportunity of this bull market.
In this cycle, actively managed portfolios will outperform passively managed portfolios. In other words, you need to carefully select the cryptocurrencies.
Cryptocurrencies with high popularity do not necessarily continue to rise, and the most important thing is the underlying narrative. The market has its rules, and you cannot arbitrarily hype up some unrealistic concepts, such as aliens or spaceships. Investors will not buy into those stories that are not down-to-earth.
Now, DeFi is the foundation, RWA (Real-World Assets) is the goal, and stablecoins are the pioneers. These are interconnected fields and have the support of the US government, with great potential behind them.
From a macro perspective, the market in 2025 may be more stable than in 2024, and the market will not experience as much volatility as this year. However, a smooth uptrend often means the bull market may end earlier.
Narratives and sectors worth watching in the future:
1.AI (Agent)
Continue to be optimistic about AI-related applications and developments, especially in the field of intelligent agents.
2.DeFi: such as AAVE, ENA, Morpho, USUAL
These cryptocurrencies and projects are excellent in themselves and have good business prospects, but the current market enthusiasm is not high, and the price increase is relatively slow. For example, MKR and UNI are good coins, but the cost-performance ratio is not high, more suitable for a stable value investment strategy, and there is no need to worry about going to zero.
3.L1: such as SUI, HYPE
SUI's price is expected to reach double digits (at least $10).
Finally, there are many other things that have not been written down, such as specific opportunities and specific decisions, which are often not something that can be summarized in an article.
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