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

🔥The cryptocurrency market has officially moved out of the blind investment phase, shifting focus to profit 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 fields, helping you clarify the supporting fundamentals of each coin👇
#2025你关注哪些赛道？
1. Value storage sector: BTC (Bitcoin) — "Digital Gold 2.0" backed by organizations.

🌌- Core value: Exclusive consensus + organizational capital restructuring pricing model, the traditional halving cycle has been upgraded to a new two-year cycle driven by ETFs. Currently, organizations hold 5.7% of the circulating supply, with ETF management scale like IBIT exceeding $161 billion, becoming a benchmark asset for pension funds and corporate budgets.
🌌- Growth logic: The Lightning Network reduces payment fees to below 0.01 USD, the transaction rate reaches 15%, scenarios shift from "hedge investment" to "productive capital", ecosystems like staking and BTCFi lending continue to expand.#巨鲸动向
🌌- Outlook: The broad liquidity of the macro market + continuous flow of ETF capital, analysts predict a price target of 160,000-200,000 USD by 2025, which serves as the foundation for investment funds allocation.

2. Public blockchain sector: 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 reduces Layer2 costs by 90%, with 180 billion USD locked value in DeFi accounting for 68% of the industry, an irreplaceable developer ecosystem.
🚀 - Growth logic: The stable staking rate increases, with an annual return of 3-5% attracting institutional capital. After the Fusaka upgrade, scalability has been enhanced 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, projected in 2025, NFT transaction volume surges by 420%, MEME culture + retail traffic creates a unique ecological advantage.
💹 - Growth logic: Traditional corporations like Nike are engaging in Web3 collaborations, BlackRock is including it in index funds, and derivative trading activity is expected to increase by 216%, with institutional reliability continuously improving.
3. Infrastructure sector: LINK (Oracle) + DOT (Cross-chain) — "The invisible foundation" of Web3

LINK (Chainlink)
⚠️ - Core value: Exclusive in the oracle field, serving over 5000 projects, averaging 1.2 billion data calls per day, deeply connected with SWIFT, UBS, becoming the main infrastructure for cross-border payments and on-chain funds.
⚠️ - Growth logic: Annual deflation mechanism of 5% + explosion in the RWA sector, tokenized stocks, and commodities have reached a scale of $24 billion, with the demand for real-world data continuously increasing.

DOT (Polkadot)
💥- Core value: Heterogeneous multi-chain architecture enables cross-chain asset transfer averaging 50 billion USD/month, over 100 parachains covering DeFi, gaming, and other fields, a deflationary mechanism with 1.5% inflation/year enhances value capture.

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

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

🚨 - Core value: Leading in decentralized GPU rendering, driving the training of large AI models, creating Metaverse content, skyrocketing computational demand, collaborating with NVIDIA to triple inference speed.
🚨 - Growth logic: Applications in medical image storage, movie rendering, the booming demand for Web3 data storage, becoming the best investment vehicle for the integration of AI and blockchain, benefiting from the simultaneous development of both fields.
6. RWA/Storage Sector: MKR (MakerDAO) + FIL (Filecoin) — Real-world value

MKR (MakerDAO)
💥 - Core Value: Leading in the field of RWA through the tokenization of government bonds, real estate management, scaling beyond 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: Storage capacity of 10 EiB accounts for 15% of total global cloud storage, medical image storage accounts for 28%, collaboration with Alibaba Cloud reduces business costs by 40%, essential data storage needs are irreplaceable.

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

XRP (Ripple)
⚡️- Core value: Legal disputes resolved + ETF approved, clarity in cross-border payments, procedures allowing faster organization, continuous decrease in exchange reserves, the market shifting from speculation to long-term accumulation.

ZEC (Zcash)
💦 - Core value: Standards in proving non-knowledge, in the context of tightening management, the demand for valid privacy rights of organizations is increasing again, reserves on exchanges decreasing indicate reduced selling pressure, smaller coins have higher value.

HYPE (Hyperliquid)
🌊- Core value: Leading in on-chain derivatives, without VC intervention, actively participating organizations, trading volume of crypto derivatives far exceeds spot, demand for leverage increases with a lively market.

8. Highly flexible area: DOGE (MEME) — Market sentiment amplifier bull

🌊- Core values: A strong retail community, continuous backing effect from Elon Musk, such as the bullish market sentiment index, often yields outstanding profits during heated market periods.
- Risk warning: Liquidity is shifting to mainstream projects, be cautious of the risk of a cooling narrative, aligning with a small position to take flexible profits.

Allocation analysis

🚨 - Stable position (60%): BTC+ETH, based on institutional capital flow, benefiting from industry growth;
🚨 - Growth position (30%): SOL+LINK+RNDR, seize the opportunity to upgrade performance, consolidate technology;
🚨 - Flexible position (10%): XRP+ZEC+DOGE, playing the sector rotation game and psychological profits.

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 in volatility waves. What do you think?👇👇
The content of this article is for reference only and is not investment advice. Please do your own thorough research (DYOR) ()$BTC .