#迎新年开门红2025年哪些币种能像鞭炮一样爆发
I. Layer2 Track: King of Traffic
StarkNet (STRK): ZK technology leader, foundational engine for SocialFi/GameFi, airdrop expectations + ecological explosion.
zkSync (ZKS): Fully EVM compatible, potential for tens of billions in TVL, institutional entry from Coinbase and others as a catalyst.
Metis (METIS): Modular + RWA infrastructure, a $500 million market cap undervaluation, acceleration of enterprise-level application implementation.
II. AI + Chain: Disruptive Integration
Render (RNDR): Decentralized computing power necessity, collaboration expectations with Nvidia/Apple, 10x potential.
Fetch.ai (FET): AI agent automated trading, countdown to million user scenarios.
Ocean (OCEAN): Leading in data assetization, collaboration with government/enterprise for data on-chain.
III. RWA: Trillions Breaking Circles
Ondo (ONDO): Dominant in U.S. treasury tokenization, BlackRock funding channel, target of hundreds of billions in asset management.
Chainlink (LINK): Core for RWA pricing, essential collaboration with JPMorgan/Swift.
Polygon (MATIC): Preferred compliant RWA chain, ecological deflation + entry of giants.
IV. BTC Ecosystem: New Narrative of Halving
Stacks (STX): Leading BTC Layer2, dual drive of staking rewards + DeFi explosion.
Rune Protocol: Issuance of assets on the BTC chain, Meme + Ft ecosystem replicating the ICO craze.
Merlin (MERL): ZK-Rollup + EVM compatibility, airdrop expectations attracting funds.
Merlin (MERL): ZK-Rollup + EVM compatibility, airdrop expectations attracting funds.
High Risk High Reward
DOGE: Musk X payment integration, retail sentiment amplifier.
SOL: High concurrency public chain, institutional buying expectations after FTX liquidation.
2025 Strategy
Main Holdings: BTC + ETH (50%)
Tracks: RWA (ONDO) + AI (RNDR) + BTC L2 (STX) (30%)
Flexible: SOL ecosystem + DOGE (20%)
Must Do: Claim L2 airdrops, avoid leverage on air coins!