Bitcoin and Ethereum soaring together, 8 altcoins worth watching in the market ahead Since Trump’s shoutout, the crypto market has been on a roll. Bitcoin is nearing $80,000, and Ethereum surged 20% in a single day. Funds are likely to flow from major coins to altcoins, but don’t expect an 'all-coins rally.' Only projects with real users, revenue, and strong value capture will attract capital. High-performance blockchains: SOL remains a strong contender among major coins but has been relatively weak recently—could be worth waiting for a rebound. SUI is highly volatile but has only 40% circulating supply. Keep an eye on the continuous unlocks after 2026. Recommendation: medium allocation for SOL, small allocation for SUI. DeFi Lending: Both UNI and AAVE generate actual protocol revenue. UNI’s fee switch and buyback mechanism are in place, with 30-day fees far exceeding AAVE. AAVE has the most balanced token distribution. MORPHO is growing fast but has near-zero protocol revenue and lacks transparent supply data. Consider moderate allocation in the DeFi sector. Perp DEX: HYPE is the undisputed leader, with a massive lead in revenue and buybacks. However, its market cap is already high, and its unlock structure is unclear. Avoid chasing the hype blindly—allocate cautiously. ⚠️ RWA and On-Chain Finance: LINK benefits from RWA, stablecoins, and institutional finance moving on-chain, making it a strong candidate for a core position. ONDO shows high business growth potential but weak token value capture, concentrated holdings, and a significant unlock of 1.94 billion tokens in January 2027. Only suitable for small event-driven positions—consider it after the unlock pressure subsides.
