#2025GateYearEndSummary 🚀Review 2025, forecast 2026, and choose the right fields for great success in 2026🚀

🔥The cryptocurrency market has officially moved out of the blind investment phase, shifting focus to profitability based on industry cycles and valuation! From store of value to AI computing, a comprehensive analysis of the value and logic behind the top 14 major coins across 14 key industries, 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" supported by institutions

🌌- Core value: Unique community awareness + institutional valuation model, the traditional halving cycle has been upgraded to a new cycle driven by ETFs (ETF) lasting two years. Currently, institutions hold 5.7% of the circulating supply, and ETF assets like IBIT exceed $161 billion, becoming essential assets for pensions and corporate budgets.
🌌- Growth logic: Lightning Network reduces payment fees to less than $0.01, transaction speeds reach 15%. From "investment hedging" to "productive capital," the ecosystem is continuously expanding through BTCFi's collateralization and lending.#巨鲸动向
🌌- Future: Total market liquidity is abundant + continuous fund inflows into ETFs, analysts expect the target price in 2025 to be between $160,000 and $200,000, providing a solid foundation for investment funds.

2. Public Network 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 reaches $180 billion, representing 68% of the industry, becoming an indispensable ecosystem for developers.
🚀 - Growth logic: Fixed staking rate grows steadily, annual yield between 3-5%, attracting institutional funds. After the Fusaka upgrade, scalability continues to improve, becoming a key base for RWA tokens.

SOL (Solana)
#晒出我的Alpha积分
💹 - Core value: 65,000 transactions per second + transaction fees of $0.00025, creating a performance barrier. By 2025, NFT trading volume is expected to double by 420%, MEME culture + retail movement bring unique advantages to the ecosystem.
💹 - Growth logic: Traditional companies like Nike collaborate with Web3, and Paltid joins index funds. Derivative trading is expected to grow by 216%, with increasing institutional confidence.
3. Infrastructure Industry: LINK (Chainlink) + DOT (Polkadot) — "The intangible foundation of Web3"

Link (Chainlink)
⚠️ - Core value: Leading in smart contracts, providing services to over 5000 projects, with an average of 120 million data calls daily, closely collaborating with SWIFT and UBS, serving as a vital infrastructure for cross-border payments and on-chain funds.⚠️ - Growth logic: 5% annual deflation mechanism + explosion in RWA industry, heavily tokenized stocks and commodities reaching tens of billions, with increasing demand for real data.

DOT $24 Polkadot(
💥- Core value: Heterogeneous multichain architecture, monthly asset transfers between chains reaching $5 billion, including DeFi, gaming, and over 100 parallel chains, with deflation mechanism ), and an annual inflation rate of 1.5%(, aiming to enhance value capture capacity.

4. DeFi Industry: UNI )Uniswap( — Leader in long-term liquidity

🛫 - Core value: Largest multichain decentralized exchange, controlling core liquidity in the crypto market, stable fee revenues, continuously upgrading protocols to increase capital efficiency.
🛫 - Growth logic: Traditional platforms like Coinbase have integrated trading services, DeFi has shifted from "speculative tools" to consumer applications, user numbers continue to expand, and TVL hits new records.
5. AI/Computing Industry: RNDR )Render( — Rare goal through technological integration

🚨 - Core value: Leading decentralized GPU rendering platform, driving training of large AI models, creating metaverse content, increasing demand for computing, collaborating with NVIDIA to triple inference speed.
🚨 - Growth logic: In medical imaging storage and video processing applications, demand for Web3 data storage is exploding, becoming an ideal investment tool for integrating AI and blockchain, leveraging their simultaneous development.
6. RWA/Storage Industry: MKR )MakerDAO( + FIL )Filecoin( — Embodying real value

MKR )MakerDAO(
💥 - Core value: Leader in RWA, through tokenized government bonds and real estate, reaching over $23.8 billion, expected to reach $16 trillion by 2030, becoming the main channel for tokenizing traditional assets.

FIL )Filecoin(
💣 - Core value: 10 exabytes of storage capacity, representing 15% of total global cloud storage, medical image storage accounts for 28%. Collaboration with Alibaba Cloud reduces costs by 40%, essential for storing core data.

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

XRP )Ripple(
⚡️- Core value: Resolving legal disputes + ETF approval, clarifying cross-border payments, transaction speed, reserve reduction, market shift from speculation to long-term accumulation.

ZEC )Zcash(
💦 - Core value: Under zero-knowledge proof standards, with increasing regulation, demand for privacy is legally rising. Decreasing storage reserves show reduced selling pressure, small coin prices are higher.

Hype )Hyperliquid(
🌊- Core value: Leader in on-chain derivatives, low-risk investment, active institutional participation, digital derivatives trading volume far exceeds spot trading, increased market activity, higher leverage demand.

8. Highly Flexible Industry: DOGE )MEME( — Psychological booster for bullish markets

🌊- Core value: Retail community continuously supported by a very strong Musk, resembling a bullish market sentiment index, often leading to excess profits in bullish markets.
- Risk alert: Liquidity shifts to major projects, caution against story cooling risks, suitable for small and flexible investments to achieve profits.

Allocation Analysis

🚨 - Fixed core )60%(: BTC+ETH, driven by institutional funds and industry growth;
🚨 - Growth core )30%(: SOL+LINK+RNDR, seizing opportunities to improve performance and technical capabilities;
🚨 - Flexible core )10%(: XRP+ZEC+DOGE, to face industry cycles and psychological profits.
The goal of the crypto market is profit, fundamentally betting on "technology applications" and "community expansion," and selecting leading coins in relevant fields to seize opportunities during volatility. What do you think?👇