Many people ask what coins to hold. You actually don't need to focus on too many; just clarify the coins that are popular and have practical logic. I'll explain each to you one by one:
Bitcoin (BTC) needs no explanation, as it is widely recognized as the leader in the crypto world, and it is certainly bullish in the long run. Whether you're looking for a hedge or planning for the long term, BTC is the first choice—after all, it has a large market cap and strong consensus, and its role as the 'anchor' in the market cannot be replaced.
Ethereum (ETH) is, in my view, the absolute king of public chains, the pioneer of smart contracts, and many hot sectors, such as DeFi and NFTs, depend on Ethereum's ecosystem. Although there are many new public chains now, Ethereum's ecological foundation is still the most solid, making it reliable for long-term holding.
SUI is a new public chain that has gained popularity in recent years, attracting many players. Its technical mechanism does have highlights, such as fast processing speeds, making it very suitable for developers seeking high performance. However, competition among new public chains is fierce, and if SUI wants to go far, it needs to work harder on expanding its ecosystem; relying solely on technology is not enough.
SOL (Solana) has gained significant momentum in the past two years, with fast on-chain transaction speeds and low fees. The ecosystem is very lively, with famous projects like Serum and Raydium running on it. An increasing number of developers and users are flocking to the SOL ecosystem, which still has considerable room for growth in the future.
ADA (Cardano) often gets criticized for slow ecological progress, and there aren't many real-world applications, but its market value remains high. It mainly has technical highlights, such as the PoS mechanism and layered architecture, which theoretically support more complex applications; however, the speed of implementation needs to improve, or it risks being left behind by other public chains.
HYPE is a decentralized derivatives exchange and a rising star in the derivatives sector. Its trading mechanism is user-friendly, with low fees and flexible closing mechanisms, but this sector is highly competitive, with many established platforms ahead. Whether HYPE can succeed will depend on its ability to attract more users and funds.
BNB is the core of the Binance ecosystem and the leader among platform tokens. Its price is relatively stable, relying mainly on Binance's repurchase and burning mechanism—when profits are made, BNB is repurchased and burned to reduce circulation. Coupled with Binance's global influence, BNB is a good choice for conservative investors, as its volatility is much lower than that of other coins.
XRP (Ripple) mainly focuses on the cross-border payment sector, with Ripple collaborating with many financial institutions to specifically handle large transfer businesses, such as cross-border remittances between banks. If you're interested in institutional movements and want to invest in coins with practical application scenarios, XRP is worth considering.
TON (Telegram Open Network) is backed by Telegram, which has a large user base. It may achieve breakthroughs in the direction of 'social + blockchain' in the future, such as combining social features with on-chain payments and NFTs. There is considerable potential for imagination in this direction.
DOGE (Dogecoin) is the representative of MEME coins, with a particularly strong community consensus. Many people, whether experienced or new, know about Dogecoin. However, its actual application scenarios are very few, mainly relying on community enthusiasm and celebrity effects to drive it. Be sure to consider the risks when hoarding.
LTC (Litecoin) is an older cryptocurrency, somewhat positioned as the 'younger brother' of BTC, with many experienced investors often saying 'Bitcoin is gold, Litecoin is silver'. Its technology is similar to BTC, mainly focused on small payments. Although there isn't much innovation, its consensus remains strong, and many seasoned investors habitually hold a bit.
ONDO is a key player in the RWA (Real World Asset on-chain) sector, which holds great prospects—bringing traditional assets like real estate and bonds onto the blockchain for verification, allowing ordinary investors to participate. ONDO is an early player in this sector, and if RWA gains traction, it will benefit directly.
LINK (Chainlink) is the leader in the oracle sector, and DeFi projects particularly need it—after all, on-chain and off-chain data need to be connected by oracles. Without LINK, many DeFi applications cannot operate normally. Recently, it has also been collaborating with traditional finance, such as helping financial institutions connect to on-chain data, which is quite interesting.
UNI (Uniswap) is a representative of decentralized exchanges and the pioneer of liquidity mining, used by almost all DeFi players. Its liquidity pools are large, and there are many trading pairs. Although there are many competitors now, UNI's leading position has not been shaken, and over the long term, as the DeFi sector develops, UNI's value will rise accordingly.
BGB is the platform token of Bitget exchange, which has performed well in the contract trading field, demonstrating strong control over the market—such as effectively managing the circulation and repurchase rhythm of BGB without major price crashes. However, the price of platform tokens is directly linked to the development of the exchange, so how much BGB can rise in the future depends on whether Bitget can expand its business.
AAVE is the leader in the DeFi lending sector, essentially acting as an 'on-chain bank'. Users can collateralize coins to borrow money or deposit coins to earn interest. As long as the demand for on-chain lending remains strong, such as when the market is good and people are borrowing money to increase their positions, AAVE's returns and coin price performance will be impressive, making it a coin closely correlated with DeFi enthusiasm.
TAO is a representative cryptocurrency of 'AI + blockchain', and AI is the biggest trend right now. TAO can empower large models practically, such as enabling them to acquire data and verify results on-chain, promoting their advancement. This sector holds significant potential, and if AI and blockchain can be integrated into more scenarios, TAO's potential is considerable.
XMR (Monero) focuses on privacy transactions with very robust technology, where transfer information is completely anonymous, and outsiders cannot trace transfer addresses and amounts. However, because of this privacy feature, it faces significant regulatory pressure, and some countries may restrict transactions, so regulatory risks must be considered when hoarding.
PEPE is a rising star among MEME coins, made famous by frog memes, with an especially active community and a sharp short-term increase. However, MEME coins are all high-risk, with no real applications, relying entirely on community enthusiasm. If that enthusiasm fades, the price can easily drop sharply, making it suitable only for investors who can bear high risks.
ENA is a decentralized stablecoin protocol and a key player in the stablecoin sector, performing quite well recently. Its mechanism is more innovative than traditional stablecoins, as it doesn't rely on fiat collateral but instead uses over-collateralization of on-chain assets combined with algorithmic adjustments. It remains to be seen if the market can accept this model; if it can be widely adopted, its value will increase.
Overall, there are many opportunities in the crypto world, and each coin has a different logic and 'story'—some rely on technology, others on ecosystems, and some on practical scenarios. Before hoarding coins, don't blindly follow trends; first, understand the core logic of each coin, make good selections, find the right timing to enter the market, and wait for the price to reach your target before selling. This way, you're less likely to fall into traps.
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