#2025GateYearEndSummary 🚀Looking back at 2025, forecasting 2026, choosing the right sectors to achieve great success in 2026🚀


🔥The cryptocurrency market has officially moved beyond the era of blind investing, shifting towards profit focus based on industry rotation and value-based pricing! From value storage to artificial intelligence computing, a comprehensive analysis of the value and logic of top coins in 14 core industries helps 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" endorsed by institutions

🌌- Core Value: Unique consensus + capital organization restructuring valuation model, the traditional halving cycle has been upgraded to a new two-year cycle driven by ETFs. Currently, institutions hold 5.7% of circulating supply, with ETF assets like IBIT managing over $161 billion, becoming benchmark assets for pensions and corporate budgets.
🌌- Growth Logic: Lightning Network reduces payment fees to below $0.01, transaction speed reaches 15%. The scene shifts from "hedge investment" to "productive capital," with the ecosystem expanding through staking and BTCFi lending. #巨鲸动向
🌌- Outlook: Macro market liquidity remains loose + ETF funds continue to flow in, analysts forecast a price target of $160,000–$200,000 by 2025, providing a foundation for investment funds.

2. Public Chain Sector: ETH (Ethereum) + SOL (Solana) — The battle of ecosystem and performance

ETH (Ethereum)
#ETH走势分析
🚀 - Core Value: Leader in DeFi/NFT ecosystem, EIP-4844 upgrade will reduce Layer 2 costs by 90%, DeFi accounts for a total lock-up value of $180 billion, 68% of the industry, becoming an irreplaceable developer ecosystem.
🚀 - Growth Logic: Staking yields steadily increase, with annual returns of 3-5%, attracting institutional funds. After Fusaka upgrade, scalability is further enhanced, making it an important platform for RWA tokenization.

SOL (Solana)
#晒出我的Alpha积分
💹 - Core Value: 65,000 TPS + transaction fee of $0.00025 create a performance barrier. NFT trading volume is expected to surge by 420% by 2025, MEME culture + retail traffic create unique ecological advantages.
💹 - Growth Logic: Traditional companies like Nike participate in Web3 collaborations, BlackRock includes it in index funds. Derivatives trading is expected to grow by 216%, with increasing institutional trust.
3. Infrastructure Sector: LINK (Chainlink) + DOT (Polkadot) — The "Invisibile Foundation of Web3"

Link (Chainlink)
⚠️ - Core Value: Unique in the oracle field, serving over 5,000 projects, with 120 million data calls daily, closely collaborating with SWIFT and UBS, becoming a key infrastructure for cross-border payments and on-chain funds.
⚠️ - Growth Logic: 5% annual deflation mechanism + RWA industry explosion, tokenized stocks and commodities reaching billions in scale, with demand for real-world data continuously growing.

DOT $24 Polkadot(
💥- Core Value: Heterogeneous multi-chain architecture enables an average cross-chain asset transfer of $50 million/month, covering DeFi, gaming, and over 100 parallel chains, with a deflationary mechanism), annual inflation rate of 1.5%(, to enhance value capture.

4. DeFi Sector: UNI )Uniswap( — Leading in Long-term Liquidity

🛫 - Core Value: Leading multi-chain decentralized exchange, controlling core liquidity in crypto markets, stable fee income, continuously upgrading protocols to improve capital efficiency.
🛫 - Growth Logic: Traditional platforms like Coinbase have integrated trading services, DeFi has shifted from "speculative tool" to consumer application, user numbers continue to grow, TVL keeps hitting new highs.
5. AI/Computing Sector: RNDR )Render( — Gaining Scarcity Through Integration Technology

🚨 - Core Value: Leading in decentralized GPU rendering, driving large AI model training, creating metaverse content, with surging computing demand, collaborating with NVIDIA to triple inference speed.
🚨 - Growth Logic: Applications in medical imaging storage and video rendering, explosive demand for Web3 data storage, becoming the best investment medium for AI and blockchain integration, benefiting from synchronized development in both fields.
6. RWA/Storage Sector: MKR )MakerDAO( + FIL )Filecoin( — Real Value

MKR )MakerDAO(
💥 - Core Value: Leading in RWA, tokenizing government bonds and real estate management, with a scale over $23.8 billion, expected 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 imaging storage. Partnering with Alibaba Cloud to reduce enterprise costs by 40%, an indispensable foundation for data storage.

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, reserves continuously decreasing, market shifting from speculation to long-term accumulation.

ZEC )Zcash(
💦 - Core Value: In the field of zero-knowledge proofs, as regulations tighten, the demand for legitimate privacy rights increases again. Reduced exchange reserves indicate easing selling pressure, making small coins more valuable.

Hype ) Hyperliquid (
🌊- Core Value: Leading in on-chain derivatives, risk-free investments involved, active institutional participation, crypto derivatives trading volume far exceeds spot, market activity increases, leverage demand rises.

8. Highly Resilient Sector: DOGE )MEME( — Bull Market Mood Amplifier

🌊- Core Value: Supported continuously by Elon Musk, a very strong retail community, similar to a bull market sentiment index, often delivering excellent returns during hot markets.
- Risk Warning: Liquidity shifting towards mainstream projects, beware of risks from cooling narratives, suitable for small positions to profit flexibly.

Portfolio Analysis

🚨 - Stable Position )60%(: BTC+ETH, driven by institutional inflows and industry growth;
🚨 - Increase Positions )30%(: SOL+LINK+RNDR, seize opportunities to improve performance and technical strength;
🚨 - Flexible Positions )10%(: XRP+ZEC+DOGE, to respond to industry rotation and psychological gains.

The goal of the cryptocurrency market is to make money, fundamentally betting on "technological applications" and "community expansion," selecting top coins in relevant sectors to seize opportunities amid volatility. What do you think? 👇👇
This content is for reference only and does not constitute investment advice. Please conduct thorough research )DYOR(
BTC1.34%
ETH1.28%
SOL0.92%
LINK1.63%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • بالعربية
  • Português (Brasil)
  • 简体中文
  • English
  • Español
  • Français (Afrique)
  • Bahasa Indonesia
  • 日本語
  • Português (Portugal)
  • Русский
  • 繁體中文
  • Українська
  • Tiếng Việt