Current Cryptocurrency Investment Suggestions
If you are entering the cryptocurrency market now (mid-August 2025), I would advise you to divide your investments into three categories:
① Core Stable Assets (Mainstream Market) — About 60%
Objective: Focus on cryptocurrencies with large market capitalization, good liquidity, and strong hedging properties, capable of withstanding volatility and absorbing corrections.
Recommendations:
Bitcoin (BTC): Currently the anchor of the entire market, with continuous inflow into ETFs and increasing institutional holdings. The logic of long-term value storage + hedging assets is solid.
Ethereum (ETH): The leader of the smart contract ecosystem, after the approval of ETH ETFs in 2025, there will be dual benefits in terms of capital and applications. The Layer2 and DeFi ecosystems are continuously expanding.
② Potential Growth Assets (Ecosystem Leaders) — About 30%
Objective: Capture growth projects ranked in the top 20 by market capitalization in the development of blockchain applications.
Recommendations:
Solana (SOL): Extremely high ecosystem popularity, strong performance, used in NFT, DePIN, and AI sectors.
XRP: After the lawsuit is resolved, the speed of cross-border payments will accelerate, and the acceptance by financial institutions has noticeably increased.
Chainlink (LINK): The absolute leader in the oracle field, serving as a bridge between AI and blockchain.
Polygon (MATIC): An important solution for Ethereum scaling, although less popular than in 2021, it still has a solid market in the gaming and enterprise chain sectors.
③ High Risk High Reward Assets (Emerging Narratives) — About 10%
Objective: Bet on sectors that may explode in the next 1-2 years, accepting high volatility risks.
Recommendations:
AI + Crypto Projects: Such as FET, ARKM, these projects combine AI computing power and data markets, with room for conceptual speculation.
DePIN Projects: Such as HNT, IOTX, connecting decentralized IoT with real-world assets, potentially experiencing an explosion similar to DeFi.
Meme + Utility Mixed Types: Such as DOGE, SHIB, BONK, although these have speculative components, they have strong community consensus and can easily surge in the late stages of a bull market.
Logic for Buying These
1. Major coins serve as a safety net: BTC and ETH resist declines in bear markets, and while their gains in bull markets may not be explosive, they can steadily achieve average market returns.
2. Ecosystem leaders provide excess returns: SOL, XRP, LINK can outperform the market after mainstream capital enters.
3. Emerging narratives gamble on the future: Once a sector heats up, increases may be several times or even tens of times, but should be done with small positions.
ETH BTC PEPE
