In the rebound market, these 4 cryptocurrencies could become the 'dark horses' of the next bull market.

1. Closely follow the Bitcoin halving cycle: the 'delayed explosion' of altcoins.

Historical patterns show that after each Bitcoin halving, the 'spring' of altcoins typically comes 6-12 months later. 2025 could be the 'super explosion year' for altcoins—after all, enough energy has accumulated in the market since the last halving (April 2024).

2. Two core trends: AI + blockchain, regulatory compliance.

  • Integration of AI and blockchain: AI-driven crypto projects are 'rewriting industry rules', and institutional funds are aggressively positioning (for example, a16z and Sequoia Capital have recently invested in multiple AI + blockchain projects).

  • Regulations are gradually becoming clear: The US MiCA bill is about to take effect, and projects with clear application scenarios (such as cross-border payments and DeFi) will find it easier to 'survive compliantly', eliminating a batch of purely speculative coins.

[Bottom-fishing list: In-depth analysis of 4 potential coins]

1. Ethereum (ETH): The 'big brother' of smart contracts, the ecosystem is poised for a second explosion.

  • Core highlights: Ethereum's spot ETF was approved in May 2024, institutional holdings continue to increase, and total market capitalization has exceeded $400 billion (more than half of Bitcoin).

  • Technology Upgrade: The 'ProgPoW' upgrade will be completed in Q2 2025, addressing the 'High Gas Fees' issue and driving the DeFi and NFT ecosystems to take off again.

  • Target Price: Standard Chartered Bank predicts that ETH is expected to break $5000 this year (currently $4400, an increase of over 48%).

2. Bittensor (TAO): A decentralized AI computing power network that could become the 'next hundred times coin'.

  • Track trends: In the major trend of AI and blockchain integration, Bittensor has built the first 'decentralized machine learning protocol', led by a16z and Sequoia Capital.

  • Ecosystem progress: The 'AI model trading market' will launch in March 2025, allowing users to participate in computing power allocation by staking TAO tokens, with an annual yield of up to 22% (much more attractive than bank deposits).

  • Market value potential: The current market capitalization is only $12 billion; if the AI sector explodes, it could replicate the hundred times myth of Goatseus Maximus (MEME coin) in 2024.

3. Ripple (XRP): The 'old pro' in cross-border payments, will take off once the bad news is exhausted.

  • Policy reversal: After a 5-year lawsuit with the SEC, a settlement was finally reached in January 2025, and XRP is clearly defined as 'non-security', allowing exchanges to relist it (such as Coinbase and Binance).

  • Cooperation fruition: Reached cross-border payment agreements with Japan's Mitsubishi UFJ Bank and SWIFT, with daily trading volume surging by 300% (previously limited to tens of millions, now directly tripled).

  • Price prediction: The technical chart shows a 'cup and handle' pattern; if it breaks through the $2.5 resistance level, it may challenge $5 within the year (currently $1.8, an increase of over 170%).

4. Fetch.ai (FET): Autonomous economic agent platform, deflationary model boosts value.

  • Technical barriers: By combining AI agents with blockchain, achieve automated decision-making in supply chain, logistics, etc., and gain pilot cooperation with BMW and Siemens (for example, using FET tokens to pay for logistics fees).

  • Token economics: A 'burn mechanism' will be initiated in Q1 2025, with 30% of each transaction fee used to destroy FET (reducing supply and pushing up prices).

  • Market heat: Coinbase has added FET perpetual contracts, with the open interest of derivatives increasing by 180% within a week (funding attention has surged).

[Coin selection logic: Extend from Bitcoin and seize elastic opportunities]

1. The basic logic of coin selection: Why is Bitcoin considered 'stable'?

Bitcoin's advantage lies in 'resistance to decline + ability to rise'. In a bull market, it can rise steadily, unlike hot coins (such as MEME coins) that are lively for a time but revert once the excitement fades. Hot coins require very precise timing for buying and selling, and a small mistake can lead to zero profits; whereas Bitcoin acts like a 'stabilizing force', with innovations in the blockchain industry ultimately reflecting on it—after all, it has long occupied 50% of the crypto market's market capitalization; as long as the overall market expands, it can capture half of the incremental value.

2. Extend Bitcoin's logic for coin selection: Look for 'infrastructure' and 'public recognition'.

  • The potential of Solana: As a public chain 'infrastructure', it is highly likely that celebrities will choose it for token issuance (such as Trump and Musk) due to its strong technology and complete ecosystem. Regardless of which star project wins, the on-chain transaction demand for Solana will significantly increase, driving up coin prices (similar to Bitcoin's logic of 'anchoring the market').

  • The logic of Trump Coin: New investors entering the market are most likely to buy the most well-known Bitcoin; among cryptocurrencies that outsiders are most familiar with, besides Bitcoin, there is Trump Coin. If funds flood in during a bull market, many will prioritize it due to 'familiarity' (consistent with the 'public recognition' logic of Bitcoin).

3. Capture 'elastic coins': Drop sharply, but rise even more sharply.

Coins with 'high elasticity' may be halved during market downturns but can multiply several times during uptrends. For instance, in the previous BRC20 track, ORDIs gained substantial profits due to high track popularity and elasticity. If the AI Agent track becomes mainstream in this bull market, coins with high elasticity in that track (such as Virtual/Goat) may also have huge opportunities (of course, specific hotspots are difficult to predict accurately and require experience-based judgment).

4. Select coins based on capital and risk preferences.

  • Beginners: With limited capital and a desire to 'turn around', they can appropriately bet on coins with 'low tolerance for error', but must be prepared for 'zeroing out' (treat it as experience accumulation for the next cycle). It is more advisable to first allocate Bitcoin (high tolerance for error) to familiarize oneself with market rules.

  • Experienced individuals: Based on stable assets like Bitcoin, appropriately allocate to high-elasticity coins to seek greater profits (after all, players with different risk preferences can find suitable strategies in the crypto space).

Finally, a few words.

Whether you are a beginner or a veteran, remember: the crypto space coexists with risks and opportunities; maintaining clarity is the most important. Do not let short-term profits cloud your judgment, and do not give up due to temporary losses—in this 'challenging field', careful decision-making is the key to going further.

The crypto space is like a battlefield; mastering the 'offensive and defensive' strategies allows one to 'remain as stable as a rock in the wind and turn danger into safety in traps'. I am well aware of market opportunities and traps; if your investments are not smooth, you are unwilling to incur losses, or if you want to preserve profits and feel confused and helpless, contact me, and I will help you correct the past and guide the future. The tragedy of trading lies not in how much pain one suffers, but in how many opportunities one misses—seize the present and move forward together.

I am Wenhua, a professional analyst and instructor, a mentor and friend on your investment journey! As an analyst, the most fundamental task is to help everyone make money. I help you solve confusion, close positions, and speak with strength; when you lose direction and don't know what to do, follow me for direction.

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