Looking ahead to 2025, forecasting 2026, choosing the right sectors to achieve huge success in 2026

The cryptocurrency market has officially moved out of the blind investment phase, shifting towards a profit model based on industry rotation and valuation! From value storage to artificial intelligence computing, a comprehensive analysis of the value and logic of 14 major coins across 14 core industries helps you understand the fundamental support for each coin.
1. Value Storage Industry: BTC #2025GateYearEndSummary Bitcoin#2025你关注哪些赛道？ — "Digital Gold 2.0" supported by institutions
- Core value: Unique community recognition + institutional valuation models, upgrading the traditional halving cycle to a new cycle driven by ETFs(ETF), lasting two years. Currently, institutions hold 5.7% of circulating supply, with ETF management scales like IBIT exceeding $161 billion, becoming foundational assets for pensions and corporate finance.
- Growth logic: Lightning Network reduces payment fees to below $0.01, with transaction speeds reaching 15%. From "investment hedging" to "productive capital," the ecosystem is expanding through BTCFi, including collateralization and lending.
- Future: Overall market liquidity remains ample + continuous ETF inflows, analysts project a target price between $160,000 and $200,000 in 2025, providing a basis for investment funds.
2. Public Network Industry: ETH (Ethereum) + SOL #巨鲸动向 Solana( — Ecosystem competition and performance
ETH )Ethereum(
- Core value: Leading DeFi/NFT ecosystem, EIP-4844 upgrade will reduce Layer 2 costs by 90%, DeFi total locked value reaches $180 billion, accounting for 68% of the industry, becoming an indispensable ecosystem for developers.
- Growth logic: Staking yields steadily grow, with annual returns of 3-5%, attracting institutional funds. Post-Fusaka upgrade, scalability continues to improve, becoming an important foundation for RWA tokens.
SOL )Solana(
- Core value: 65,000 transactions per second + transaction fee of $0.00025, creating a performance barrier. NFT trading volume is expected to grow by 420% by 2025, with MEME culture + retail movements bringing unique advantages to the ecosystem.
- Growth logic: Traditional companies like Nike collaborating with Web3, balanced funds joining, derivatives trading expected to grow by 216%, with continued institutional confidence.
3. Infrastructure Industry: LINK )Chainlink#ETH走势分析 + DOT (Polkadot) — "The intangible foundation of Web3"
Link #晒出我的Alpha积分 Chainlink(
- Core value: Leading in smart contract space, serving over 5,000 projects, with 120 million data calls daily. Close cooperation with SWIFT and UBS makes it 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 hundreds of billions of dollars, with real data demand continuously increasing.
DOT )Polkadot(
- Core value: Heterogeneous multi-chain architecture, asset transfers between chains reaching $5 billion per month, covering DeFi, gaming, and over 100 parallel chains, with a deflationary mechanism), annual inflation rate of 1.5%(, aiming to enhance value capture.
4. DeFi Industry: UNI )Uniswap$24 — Long-term liquidity leader
- Core value: Largest multi-chain decentralized exchange, capturing fundamental liquidity in the crypto market, stable fee income, continuously upgrading protocols to improve capital efficiency.
- Growth logic: Traditional platforms like Coinbase integrating trading services, DeFi shifting from "speculative tools" to consumer applications, user numbers expanding, TVL reaching new highs.
5. Artificial Intelligence/Computing Industry: RNDR (Render) — Achieving scarcity through technological integration
- Core value: Leading in decentralized GPU provision, facilitating large AI model training, creating metaverse content, with growing computing demand, collaborating with NVIDIA to triple inference speeds.
- Growth logic: Explosive demand for Web3 data storage in medical imaging and video processing applications, becoming an ideal investment tool for AI and blockchain integration, developing in tandem.
6. RWA/Storage Industry: MKR (MakerDAO) + FIL (Filecoin) — Tangible value realization
MKR (MakerDAO)
- Core value: Leader in RWA, tokenizing government bonds and real estate, assets exceeding $23.8 billion, expected to reach $16 trillion by 2030, becoming a main channel for traditional asset tokenization.
FIL (Filecoin)
- Core value: Storage capacity of 10 EiB, accounting for 15% of global cloud storage, medical imaging storage making up 28%. Partnering with Alibaba Cloud to reduce costs by 40%, essential for basic data storage needs.
7. Payments/Privacy/Derivatives Industry: XRP (Ripple) + ZEC (Zcash) + HYPE (Hyperliquid)
XRP (Ripple)
- Core value: Resolving legal disputes + ETF approval, clarifying cross-border payments, fast transaction speeds, reduced reserves, shifting market from speculation to long-term accumulation.
ZEC (Zcash)
- Core value: Under the zero-knowledge proof standard, increasing regulations drive legitimate privacy demand. Reduced reserves indicate weakening sell pressure, making smaller coins more potential.
Hype (Hyperliquid)
- Core value: Leader in on-chain derivatives, low-risk investments, active institutional participation, digital derivatives trading volume far exceeds spot, market activity rising, leverage demand increasing.
8. Highly Resilient Industry: DOGE (MEME) — Market bull sentiment amplifier
- Core value: Supported continuously by a strong retail community, similar to a market sentiment index, often bringing excess profits during bull markets.
- Risk warning: Liquidity shifting to mainstream projects, beware of story cooling risks, suitable for small, flexible investments to profit.
Allocation Analysis
- Fixed position (60%): BTC+ETH, driven by institutional funds and industry growth;
- Growth position (30%): SOL+LINK+RNDR, capturing opportunities for performance enhancement and technological capabilities;
- Flexible position (10%): XRP+ZEC+DOGE, responding to industry rotation and psychological profits.
The goal of the crypto market is profit, fundamentally a bet on "technological application" and "community expansion." By choosing leading coins in relevant sectors and seizing opportunities, you can navigate volatility. What are your thoughts?