Looking back at 2025, predicting 2026, choosing the right field to achieve great success by 2026

The cryptocurrency market has officially moved out of the blind investment era, shifting focus to profit based on industry rotation and valuation based on value! From store of value to artificial intelligence computing, comprehensive analysis of the value and logic of the top 14 coins in core industries helps clarify the supporting fundamentals of each coin
1. Store of Value Industry: BTC #2025GateYearEndSummary Bitcoin#2025你关注哪些赛道？ — "Digital Gold 2.0" backed by institutions
- Core value: Unique community awareness + institutional valuation models, the traditional halving cycle has upgraded to a new two-year cycle driven by ETFs. Currently, institutions hold 5.7% of the circulating supply, ETF management scale like IBIT exceeds $161 billion, becoming a standard asset for pension funds and corporate budgets.
- Growth logic: Lightning Network reduces payment fees below $0.01, transaction speed reaches 15%. Transition from "hedge investment" to "production capital," with a continuously expanding ecosystem through staking and BTCFi lending.
- Outlook: Abundant macro market liquidity + continuous ETF capital inflows, analysts forecast a 2025 target price of $160,000–$200,000, laying a foundation for investment funds.
2. Public Chain Sector: ETH (Ethereum) + SOL #巨鲸动向 Solana( — Ecosystem battle and performance
ETH )Ethereum(
- Core value: Leading DeFi/NFT ecosystem, EIP-4844 upgrade will reduce 90% of Layer 2 costs, DeFi total value locked reaches $180 billion, accounting for 68% of the industry, becoming an indispensable development ecosystem for developers.
- Growth logic: Stable staking interest rates, annual returns of 3-5%, attracting institutional capital. Post-Fusaka upgrade, scalability continues to improve, becoming a key platform for RWA tokenization.
SOL )Solana(
- Core value: 65,000 TPS + $0.00025 transaction fee create a performance barrier. By 2025, NFT transaction volume is expected to surge 420%, MEME culture + retail traffic create a unique ecosystem advantage.
- Growth logic: Traditional companies like Nike participate in Web3 collaborations, BlackRock includes it in index funds. Derivative trading is expected to increase by 216%, institutional trust continues to grow.
3. Infrastructure Sector: LINK )Chainlink#ETH走势分析 + DOT (Polkadot) — "The intangible infrastructure of Web3"
Chainlink #晒出我的Alpha积分 Chainlink(
- Core value: Specializing in oracle services, serving over 5,000 projects, averaging 1.2 billion data calls daily, closely collaborating with SWIFT and UBS, becoming a vital infrastructure for cross-border payments and cross-chain capital.
- Growth logic: 5% annual deflation mechanism + RWA industry boom, tokenized stocks and large commodities reaching billions, increasing demand for real data.
Polkadot )Polkadot(
- Core value: Heterogeneous multichain architecture with cross-chain asset transfer averaging $50 billion/month, including DeFi, gaming, and over 100 parachains, with a deflationary mechanism, annual inflation rate of 1.5%, aiming to enhance value capture.
4. DeFi Sector: UNI )Uniswap( — Leading in long-term liquidity
- Core value: Top multichain decentralized exchange, controlling core liquidity of the crypto market, stable fee revenue, continuous protocol upgrades to improve capital efficiency.
- Growth logic: Traditional platforms like Coinbase have integrated trading services, DeFi has shifted from "speculative tools" to consumer applications, user base expanding continuously, TVL breaking records.
5. AI/Computing Sector: RNDR )Render$24 — Becoming a rare target through technology integration
- Core value: Leading in decentralized GPU rendering, promoting large AI model training, creating metaverse content, soaring computing demand, collaborating with NVIDIA to triple inference speed.
- Growth logic: Applications in medical image storage and video rendering, exploding demand for Web3 data storage, becoming the best investment vehicle for AI and blockchain convergence, benefiting from synchronized development of both fields.
6. RWA/Storage Sector: MKR (MakerDAO) + FIL (Filecoin) — Real-world value
MKR (MakerDAO)
- Core value: Leading in RWA, tokenizing government bonds and real estate, exceeding $23.8 billion in scale, projected to reach $16 trillion by 2030, becoming a main channel for traditional asset tokenization.
FIL (Filecoin)
- Core value: 10 EiB storage capacity, accounting for 15% of global cloud storage, 28% of medical image storage. Partnering with Alibaba Cloud reduces enterprise costs by 40%, fundamental data storage needs are irreplaceable.
7. Payments / Privacy / Derivatives: XRP (Ripple) + ZEC (Zcash) + HYPE (Hyperliquid)
XRP (Ripple)
- Core value: Resolving legal disputes + ETF approval, clear cross-border payments, faster processes, continuous reserve reduction, market shifting from speculation to long-term accumulation.
ZEC (Zcash)
- Core value: Zero-knowledge proof standards, increasing privacy needs as regulations tighten. Reduced reserves indicate lower selling pressure, higher prices for smaller coins.
Hype (Hyperliquid)
- Core value: Leading in cross-chain derivatives, risk-free investments, active institutional participation, crypto derivatives trading volume far exceeds spot, market activity intensifies, leverage demand increases.
8. Highly Flexible Sector: DOGE (MEME) — Market sentiment amplifier
- Core value: Extremely strong retail community supported by Elon Musk, similar to a bullish market sentiment index, often delivering outsized gains in hot markets.
- Risk warning: Liquidity shifting to mainstream projects, beware of risks from cooling stories, suitable for small flexible positions to profit.
Allocation Analysis
- Stable position (60%): BTC+ETH, driven by institutional capital and industry growth;
- Increasing share (30%): SOL+LINK+RNDR, seizing opportunities to enhance performance and technological capacity;
- Flexible (10%): XRP+ZEC+DOGE, responding to industry rotation and psychological profits.
The target for the cryptocurrency market is making money, essentially betting on "technology applications" and "community expansion," selecting top coins in relevant fields to seize opportunities amid volatility. What do you think? 👇👇
The content of this article is for reference only and not investment advice. Please conduct thorough research (DYOR)