Bitcoin Returns to $90,000: Which Altcoins Have the Best Prospects?

With BTC breaking through $90,000, it’s clear that it’s not dancing alone; more and more altcoins are starting to become active.

From the perspectives of growth, sectors, and events, I’ve outlined a few key lines currently worth paying attention to: AI, L1 public chains, Meme coins, and leading DeFi projects.

AI: Old Wine in New Bottles, Continuing to Charge in New Styles

Do you remember how crazy the last wave of AI coins was? GOAT took everyone to the sky, and then we saw AI + agency, AI + entertainment, AI + luxury cars emerge. But when the bubble burst, 90% of people were hit hard. However, this time the bubble has burst once; what remains are solid goods: $TAO, $FET, $RENDER.

Web2 AI is still exploding, and Web3 AI may be ushering in a second wave of enthusiasm.

L1: Stable and Explosive Hard Currency of the Altcoin Season

SUI and SOL have performed well; new projects are now judged solely on technology. Funds are no longer blindly following EVM replicas; potential stocks like Monad and MegaETH, which have not yet issued coins, are worth paying attention to.

Meme: Consensus on-chain, Cash off-chain

PEPE and FARTCOIN are taking turns to skyrocket. These projects have strong on-chain native consensus, completely independent of exchange control, making it easy to create a wealth effect.

DeFi: The Most Profitable Sector, Now Also Engaging in Buybacks

Recently, the three DeFi projects HYPE, JUP, and AAVE have been doing “buybacks + burns.” What does this mean? It means that the profits they make from their protocols are directly used to buy their own coins, reducing supply, increasing demand, and naturally raising coin prices.

The benefit of DeFi is that it has a real business model, earning fees, interest spreads, and coin issuance fees. The network effects of leading projects are strong; the closer we get to the altcoin season, the more opportunities to make money. When projects have money, they can buy back, forming a positive cycle.

Overall, AI is the new narrative, L1 is a stable foundation, Meme plays with consensus and culture, and DeFi can make money while buying back.

The altcoin season will come sooner or later, but if you wait until then to jump on board, you might find there’s no space left.

Take advantage of the current growth before it explodes; figure out which directions are worth paying attention to, keep an eye on project dynamics, and position yourself early, so the opportunities belong to you.