🚀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 its focus to profit based on sector rotation and value pricing! From value storage to computational AI, a comprehensive analysis of the value and logic of the top 14 coins in core areas, helping you clarify the supporting foundations of each coin👇
#2025你关注哪些赛道？
1. Value storage sector: BTC (Bitcoin) — "Digital Gold 2.0" backed by institutions.

🌌- Core values: 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, transaction rates reach 15%, scenarios shift from "hedge investment" to "productive capital", ecosystems such as staking and lending BTCFi continue to expand.#巨鲸动向
🌌- Outlook: The broad liquidity of the macro market + continuous ETF capital inflows, analysts predict a price target of 160,000-200,000 USD by 2025, providing a foundation for investment funds allocation.

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, EIP-4844 upgrade reduces Layer2 costs by 90%, with 180 billion USD in locked value in DeFi accounting for 68% of the industry, an irreplaceable developer ecosystem.
🚀 - Growth logic: A stable staking rate increase, with annual returns 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, expected in 2025, NFT transaction volume is projected to surge by 420%, MEME culture + retail traffic creates a unique ecological advantage.
💹 - Growth logic: Traditional corporations such as Nike are engaging in Web3 collaborations, BlackRock is incorporating it into index funds, and derivative trading activities are 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: Exclusivity 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: An annual deflation mechanism of 5% + a boom in the RWA sector, tokenized stocks, and major commodities have reached a scale of 24 billion USD, with continuous demand for real-world data.

DOT (Polkadot)
💥- Core value: A heterogeneous multi-chain architecture that facilitates cross-chain asset transfers averaging 50 billion USD/month, over 100 parachains covering DeFi, gaming, and other fields, a deflation mechanism ( with an inflation rate of 1.5% per year) enhancing value capture capabilities.

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 the protocol 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 continues to expand, and TVL is continuously setting new records.
5. AI/Computing Sector: RNDR (Render) — Rare target due to integration technology

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

MKR (MakerDAO)
💥 - Core value: Leading in the RWA sector through the tokenization of government bonds, real estate management, exceeding $23.8 billion, expected to reach $16 trillion by 2030, serving as the main gateway for the tokenization of traditional assets.

FIL (Filecoin)
💣 - Core value: 10 EiB storage capacity accounts for 15% of total global cloud storage, medical image storage accounts for 28%, collaboration with Alibaba Cloud reduces enterprise costs by 40%, the demand for essential data storage is irreplaceable.

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

XRP (Ripple)
⚡️- Core value: Legal disputes have been resolved + ETF approved, clarity in cross-border payments, procedures allowing organizations to act faster, continuous reduction of reserves on exchanges, the market shifting from speculation to long-term accumulation.

ZEC (Zcash)
💦 - Core value: Standards in proof of no knowledge, in the context of tightening regulations, the demand for legitimate 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 chain-based derivatives, without VC intervention, actively participating organizations, trading volume of crypto derivatives far exceeds spot, demand for leverage increases with a vibrant market.

8. Highly flexible sector: DOGE (MEME) — Market bull psychological amplifier

🌊- Core value: A very strong retail community, continuous backing effect from Elon Musk, like the bullish market sentiment index, often brings superior profits during bullish market periods.
- Risk warning: Liquidity is shifting to mainstream projects, be cautious of the cooling risk of the narrative, suitable for small positions 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 during volatile 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).