Davide
@0xdavide
This is Grayscale's top 20 for 2025, honestly I find it banal and with various problems. ✅Bitcoin ($Btc has done 6x since the bottom of 2022. If the bull market continues in 2025 it will not bring crazy increases but will still rise. If there is not a strong bubble, it will maintain the price better than the entire market) ✅Ethereum (Will Vitalik stop dumping $Eth or will he do it forever?) ❌Solana: ok ETF narrative but huge unlocks in the next few months ❌Chainlink: technically Chainlink is one of the most important infrastructures of the web3 but the $Link token doesn't drive me crazy ❌Sui: big bubble related to TVL in DeFi ✅Uniswap: $Uni is interesting if tokenomics (revenues to stakers) is changed, safe investment ❌Hyperliquid: centralization problems to date and big bubble on the $Hype token ✅Aave: leader of Defi, safe investment ❌Bittensor: good AI project but $Tao is very inflationary
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Davide
@0xdavide
✅Ethena: platform is revolutionary, despite with many risks dependent on $Usde. $Ena has unlocks but good tokenomics (revenus shares and airdrop to stakers) ❌Optimism: $Op continuously releases airdrops with unlocks, the token is pure governance and I don't like it ❌Virtual Protocol: it is the main token on AI Agents, where new tokens are launched, however it is in a big bubble ❌Lido DAO: token is pure governance ❌Helium: project with hype for years but never definitively exploded ❌Arweave: AI project is interesting but the token lives on the AI trend ❌Jupiter: there will be 4 airdrops, the price action could be affected in the months
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