#2025GateYearEndSummary 🚀Looking into 2025 and forecasts for 2026, select the appropriate sectors for achieving great success in 2026🚀
🔥The cryptocurrency market has officially moved beyond the era of blind investing, heading towards profit-focused strategies based on industry rotation and valuation! From store of value to AI computing, a comprehensive analysis of the top coins in 14 key industries by value and logic to help you understand the fundamentals supporting each coin👇 #2025你关注哪些赛道? 1. Store of Value Industry: BTC (Bitcoin) — "Digital Gold 2.0" endorsed by institutions
🌌- Core value: Unique community recognition + institutional valuation model. The traditional halving cycle has been upgraded to a new two-year cycle led by ETFs (ETFs). Currently, institutions hold 5.7% of the circulating supply, and ETF assets like IBIT $161 billion#巨鲸动向 have surpassed, becoming standard assets for pensions and corporate treasuries. 🌌- Growth logic: Lightning Network reduces payment fees to less than $0.01, transaction speeds reach 15%. Transition from "hedge investment" to "productive capital," expanding the ecosystem through staking and lending via BTCFi.( 🌌- Forecasts: Total market liquidity + continuous ETF capital inflows, analysts expect a target price between $160,000 and $200,000 in 2025, providing a basis for investment funds.
2. Public Chain Industry: ETH )Ethereum( + SOL )Solana( — Ecosystem competition and performance
ETH )Ethereum#ETH走势分析 ( 🚀 - Core value: Leading DeFi/NFT system, EIP-4844 upgrade will reduce layer 2 costs by 90%, total value locked in DeFi )TVL$180 reaches (billion), accounting for 68% of the industry, becoming an indispensable ecosystem for developers. 🚀 - Growth logic: Staking yields steadily grow, annual returns between 3-5%, attracting institutional funds. After the Fusaka upgrade, scalability continues to improve, making it a key foundation for digital assets RWA.
SOL #晒出我的Alpha积分 Solana( ) 💹 - Core value: 65,000 TPS + transaction fees of $0.00025, forming a performance barrier. By 2025, NFT trading volume is expected to increase by 420%, with MEME culture + retail movement bringing unique environmental advantages. 💹 - Growth logic: Traditional companies like Nike collaborate with Web3, and BlackRock joins index funds. Derivative trading is expected to grow by 216%, with increased institutional confidence. 3. Infrastructure Industry: LINK (Chainlink) + DOT (Polkadot) — "The intangible foundation of Web3"
Link $24 Chainlink( ⚠️ - Core value: Oracle service specialist, serving over 5000 projects, with an average of 120 million data calls daily. Close collaboration with SWIFT and UBS makes it a key infrastructure for cross-border payments and on-chain funds.⚠️ - Growth logic: 5% annual deflation mechanism + explosion in RWA industry. Tokenized stocks and commodities have reached billions, with increasing demand for real-world data.
DOT $5 Polkadot) 💥- Core value: Heterogeneous multichain architecture, with an average cross-chain asset transfer of (billion monthly), including DeFi, gaming, and over 100 parachains. Features a deflation 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: Multi-chain decentralized exchange platform, controlling core liquidity in the crypto market, steady fee income, and continuous protocol updates to improve capital efficiency. 🛫 - Growth logic: Traditional platforms like Coinbase have integrated trading services. DeFi is shifting from "speculative tools" to consumer applications, with continuous growth in user numbers and record-breaking TVL. 5. AI/Computing Industry: RNDR (Render) — Becoming a rare target through technological integration
🚨 - Core value: Leading decentralized GPU rendering, driving training of large AI models, creating metaverse content, with increasing demand for computing power. Collaboration with NVIDIA doubles inference speed. 🚨 - Growth logic: Applications in medical image storage and video rendering, exploding demand for Web3 data storage, making it an ideal investment tool for integrating AI and blockchain, leveraging their simultaneous development. 6. RWA/Storage Industry: MKR (MakerDAO) + FIL (Filecoin$16 — Embodying real value
MKR )MakerDAO( 💥 - Core value: Leader in RWA, tokenizing government bonds and real estate, with a volume exceeding $23.8 billion. Expected to reach one trillion dollars by 2030, becoming a main channel for tokenizing traditional assets.
FIL )Filecoin( 💣 - Core value: Storage capacity of 10 EiB, representing 15% of global cloud storage, and 28% in medical image storage. Collaborates with Alibaba Cloud to reduce enterprise costs by 40%, making it an essential infrastructure for storing core data.
ZEC )Zcash( 💦 - Core value: Under zero-knowledge proof standards, privacy needs increase with tightening regulations. Reduced storage vaults indicate decreasing selling pressure and higher prices for small coins.
Hype )Hyperliquid( 🌊- Core value: Leader in on-chain derivatives, low-risk investments, active institutional participation, digital derivatives trading volume far exceeds spot market, with increased market activity and rising leverage demand.
🌊- Core value: Supported continuously by Elon Musk’s experimental community, very strong, similar to a bullish sentiment index, often bringing excess profits during hot markets. - Risk warning: Liquidity flows toward major projects, beware of story cooling risks, suitable for small and 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 cryptocurrency market is to generate profits, based on betting on "technology applications" and "community expansion." Choose the best 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 researchDYOR
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#2025GateYearEndSummary 🚀Looking into 2025 and forecasts for 2026, select the appropriate sectors for achieving great success in 2026🚀
🔥The cryptocurrency market has officially moved beyond the era of blind investing, heading towards profit-focused strategies based on industry rotation and valuation! From store of value to AI computing, a comprehensive analysis of the top coins in 14 key industries by value and logic to help you understand the fundamentals supporting each coin👇
#2025你关注哪些赛道?
1. Store of Value Industry: BTC (Bitcoin) — "Digital Gold 2.0" endorsed by institutions
🌌- Core value: Unique community recognition + institutional valuation model. The traditional halving cycle has been upgraded to a new two-year cycle led by ETFs (ETFs). Currently, institutions hold 5.7% of the circulating supply, and ETF assets like IBIT $161 billion#巨鲸动向 have surpassed, becoming standard assets for pensions and corporate treasuries.
🌌- Growth logic: Lightning Network reduces payment fees to less than $0.01, transaction speeds reach 15%. Transition from "hedge investment" to "productive capital," expanding the ecosystem through staking and lending via BTCFi.(
🌌- Forecasts: Total market liquidity + continuous ETF capital inflows, analysts expect a target price between $160,000 and $200,000 in 2025, providing a basis for investment funds.
2. Public Chain Industry: ETH )Ethereum( + SOL )Solana( — Ecosystem competition and performance
ETH )Ethereum#ETH走势分析
(
🚀 - Core value: Leading DeFi/NFT system, EIP-4844 upgrade will reduce layer 2 costs by 90%, total value locked in DeFi )TVL$180 reaches (billion), accounting for 68% of the industry, becoming an indispensable ecosystem for developers.
🚀 - Growth logic: Staking yields steadily grow, annual returns between 3-5%, attracting institutional funds. After the Fusaka upgrade, scalability continues to improve, making it a key foundation for digital assets RWA.
SOL #晒出我的Alpha积分 Solana(
)
💹 - Core value: 65,000 TPS + transaction fees of $0.00025, forming a performance barrier. By 2025, NFT trading volume is expected to increase by 420%, with MEME culture + retail movement bringing unique environmental advantages.
💹 - Growth logic: Traditional companies like Nike collaborate with Web3, and BlackRock joins index funds. Derivative trading is expected to grow by 216%, with increased institutional confidence.
3. Infrastructure Industry: LINK (Chainlink) + DOT (Polkadot) — "The intangible foundation of Web3"
Link $24 Chainlink(
⚠️ - Core value: Oracle service specialist, serving over 5000 projects, with an average of 120 million data calls daily. Close collaboration with SWIFT and UBS makes it a key infrastructure for cross-border payments and on-chain funds.⚠️ - Growth logic: 5% annual deflation mechanism + explosion in RWA industry. Tokenized stocks and commodities have reached billions, with increasing demand for real-world data.
DOT $5 Polkadot)
💥- Core value: Heterogeneous multichain architecture, with an average cross-chain asset transfer of (billion monthly), including DeFi, gaming, and over 100 parachains. Features a deflation 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: Multi-chain decentralized exchange platform, controlling core liquidity in the crypto market, steady fee income, and continuous protocol updates to improve capital efficiency.
🛫 - Growth logic: Traditional platforms like Coinbase have integrated trading services. DeFi is shifting from "speculative tools" to consumer applications, with continuous growth in user numbers and record-breaking TVL.
5. AI/Computing Industry: RNDR (Render) — Becoming a rare target through technological integration
🚨 - Core value: Leading decentralized GPU rendering, driving training of large AI models, creating metaverse content, with increasing demand for computing power. Collaboration with NVIDIA doubles inference speed.
🚨 - Growth logic: Applications in medical image storage and video rendering, exploding demand for Web3 data storage, making it an ideal investment tool for integrating AI and blockchain, leveraging their simultaneous development.
6. RWA/Storage Industry: MKR (MakerDAO) + FIL (Filecoin$16 — Embodying real value
MKR )MakerDAO(
💥 - Core value: Leader in RWA, tokenizing government bonds and real estate, with a volume exceeding $23.8 billion. Expected to reach one trillion dollars by 2030, becoming a main channel for tokenizing traditional assets.
FIL )Filecoin(
💣 - Core value: Storage capacity of 10 EiB, representing 15% of global cloud storage, and 28% in medical image storage. Collaborates with Alibaba Cloud to reduce enterprise costs by 40%, making it an essential infrastructure for storing core data.
7. Payments/Privacy/Derivatives: XRP )Ripple( + ZEC )Zcash( + HYPE )Hyperliquid(
XRP )Ripple(
⚡️- Core value: Resolves legal disputes + ETF approval, clear cross-border payments, faster transactions, reserves continuously decreasing, market shifting from speculation to long-term accumulation.
ZEC )Zcash(
💦 - Core value: Under zero-knowledge proof standards, privacy needs increase with tightening regulations. Reduced storage vaults indicate decreasing selling pressure and higher prices for small coins.
Hype )Hyperliquid(
🌊- Core value: Leader in on-chain derivatives, low-risk investments, active institutional participation, digital derivatives trading volume far exceeds spot market, with increased market activity and rising leverage demand.
8. Highly Resilient Industry: DOGE )MEME( — Market sentiment amplifier
🌊- Core value: Supported continuously by Elon Musk’s experimental community, very strong, similar to a bullish sentiment index, often bringing excess profits during hot markets.
- Risk warning: Liquidity flows toward major projects, beware of story cooling risks, suitable for small and 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 cryptocurrency market is to generate profits, based on betting on "technology applications" and "community expansion." Choose the best 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 researchDYOR