#2025GateYearEndSummary 🚀Looking back at 2025 and forecasting 2026, choose the right sectors to achieve great success in 2026🚀
🔥The cryptocurrency market has officially moved beyond the era of blind investing, shifting towards profit-focused strategies based on industry rotation and valuation! From value storage to AI computing, a comprehensive analysis of the top coins in 14 core industries’ value and logic to help you understand each coin’s supporting fundamentals👇
#2025你关注哪些赛道？ 1. Value Storage Industry: BTC (Bitcoin) — "Digital Gold 2.0" endorsed by institutions
🌌- Core Value: Unique community recognition + institutional valuation model. The traditional halving cycle has upgraded to a new two-year cycle driven by ETFs. Currently, institutions hold 5.7% of circulating supply, ETF assets like IBIT have surpassed $161 billion, becoming standard assets for pensions and corporate budgets.
🌌- Growth Logic: Lightning Network reduces payment fees to below $0.01, transaction speed reaches 15%. Shifting from “hedge investment” to “productive capital,” expanding the ecosystem through BTCFi staking and lending.
#巨鲸动向 🌌- Outlook: Abundant macro market liquidity + continuous ETF capital inflows, analysts forecast a target price of $160,000–$200,000 in 2025, providing a foundation for investment funds.
2. Public Chain Industry: ETH (Ethereum) + SOL (Solana) — Ecosystem and performance competition
ETH (Ethereum)
#ETH走势分析 🚀 - Core Value: Leading DeFi/NFT ecosystem, EIP-4844 upgrade will reduce Layer 2 costs by 90%, DeFi total value locked (TVL) reaches $180 billion, accounting for 68% of the industry, becoming an irreplaceable ecosystem for developers.
🚀 - Growth Logic: Staking yields steadily grow, annual returns of 3-5%, attracting institutional funds. Post-Fusaka upgrade, scalability continues to improve, becoming an important foundation for tokenized RWA.
SOL (Solana)
#晒出我的Alpha积分 💹 - Core Value: 65,000 TPS + transaction fee of $0.00025, forming a performance barrier. By 2025, NFT trading volume is expected to surge by 420%, with MEME culture + retail traffic bringing unique ecological advantages.
💹 - Growth Logic: Traditional companies like Nike collaborate with Web3, BlackRock joins index funds. Derivatives trading is expected to grow by 216%, with increasing institutional trust.
3. Infrastructure Industry: LINK (Chainlink) + DOT (Polkadot) — "The intangible foundation of Web3"
Link (Chainlink)
⚠️ - Core Value: Specializes in oracle services, serving over 5,000 projects, with an average of 120 million data calls daily. Close cooperation with SWIFT and UBS makes it a key infrastructure for cross-border payments and on-chain funds.⚠️ - Growth Logic: 5% annual deflation mechanism + RWA industry explosion. Large-scale tokenized stocks and commodities have reached billions, with real data demand continuously increasing.
DOT $24 Polkadot(
💥- Core Value: Heterogeneous multi-chain architecture, with cross-chain asset transfers averaging $5 billion per month, including DeFi, gaming, and over 100 parachains. Features a deflationary mechanism), with an annual inflation rate of 1.5%(, aiming to enhance value capture.
4. DeFi Industry: UNI )Uniswap( — Long-term liquidity leader
🛫 - Core Value: Leading multi-chain decentralized exchange, controlling core liquidity in the crypto market, stable fee income, continuously upgrading protocols to improve capital efficiency.
🛫 - Growth Logic: Traditional platforms like Coinbase have integrated trading services. DeFi shifts from “speculative tools” to consumer applications, with user numbers continuously expanding and TVL hitting new records.
5. AI/Computing Industry: RNDR )Render( — Becoming a scarce target through technological integration
🚨 - Core Value: Leading decentralized GPU rendering, driving large AI model training, creating metaverse content, with surging computing demand. Collaboration with NVIDIA triples inference speed.
🚨 - Growth Logic: Applications in medical imaging storage and video rendering, exploding demand for Web3 data storage, making it the best investment tool for AI and blockchain integration, benefiting from their synchronized development.
6. RWA/Storage Industry: MKR )MakerDAO( + FIL )Filecoin( — Real value embodiment
MKR )MakerDAO(
💥 - Core Value: Leading in RWA, tokenizing government bonds and real estate, with a scale exceeding $23.8 billion. Expected to reach $16 trillion by 2030, becoming a main channel for traditional asset tokenization.
FIL )Filecoin(
💣 - Core Value: Storage capacity of 10 EiB, accounting for 15% of global cloud storage, with 28% in medical imaging storage. Collaborates with Alibaba Cloud to reduce enterprise costs by 40%, making it an indispensable infrastructure for basic data storage.
7. Payments/Privacy/Derivatives: XRP )Ripple( + ZEC )Zcash( + HYPE )Hyperliquid(
XRP )Ripple(
⚡️- Core Value: Resolves legal disputes + ETF approval, clear cross-border payments, faster processes, reserves decreasing continuously, market shifting from speculation to long-term accumulation.
ZEC )Zcash(
💦 - Core Value: Under the zero-knowledge proof standard, increasing privacy needs as regulations tighten. Reduced storage vaults indicate easing selling pressure, higher prices for small coins.
Hype )Hyperliquid(
🌊- Core Value: Leading on-chain derivatives, low-risk investments, active institutional participation, crypto derivatives trading volume far exceeds spot, market activity increases, leverage demand rises.
8. Highly Flexible Industry: DOGE )MEME( — Amplifier of market bull psychology
🌊- Core Value: Retail community supported continuously by Elon Musk, extremely strong, similar to a bull market sentiment index, often bringing excess profits during hot markets.
- Risk Warning: Liquidity shifts to mainstream projects, beware of risks from cooling stories, suitable for small, flexible positions to profit.
Portfolio Analysis
🚨 - Stable Position )60%(: BTC+ETH, driven by institutional funds and industry growth;
🚨 - Growth Position )30%(: SOL+LINK+RNDR, seize opportunities to enhance performance and technology;
🚨 - Flexible Position )10%(: XRP+ZEC+DOGE, respond to industry rotation and psychological profits.
The goal of the crypto market is to make money, fundamentally betting on “technology applications” and “community expansion.” Choosing top coins in relevant sectors to seize opportunities amid volatility. What do you think?👇👇
This article is for reference only and does not constitute investment advice. Please conduct thorough research)DYOR(
:
:
:
:
