Aussie Crypto Analyst Miles Deutscher Reveals Five Sectors He Believes Will Outperform the Rest in the Coming Bull Run

Aussie crypto analyst Miles Deutscher is known to be bullish on major altcoins like Solana, NEAR Protocol and others, but he also has his eyes on

Crypto analyst Miles Deutscher has his eyes on several more intriguing narratives as he shares his thoughts on five sectors and the projects and coins behind them in his latest video. Here's why he believes these will outperform the rest in the coming bull run.

Real World Assets and Tokenisation of RWAs

We've all heard about tokenisation - however, it's an area with a compelling narrative. It sort of has to be, if Larry Fink the CEO of the world’s largest asset manager, BlackRock, says he is bullish on the potential of tokenisation.

Speaking on the revolutionary topic, Fink said he believes every financial asset will be tokenised and that this will have a tremendous positive impact.

BlackRock didn't only talk tokenisation up, they actually put US$100 million (AU$150 million) onto Ethereum as part of their Digital Liquidity Fund.

No wonder Deutscher is bullish on the sector. His top picks here are Mantra (OM) and Ondo. He picked them because of their strong market positions, performance, and strategic partnership, which make them attractive plays in the RWA sector.

He also has some unreleased projects on his radar: Redbelly Network and Lingo.

In a nutshell, the platform leverages real estate assets to generate rewards for its users. By earning yield from these real estate investments, the platform can provide rewards to users who engage with it.

AI + Decentralised Physical Infrastructure (DePIN)

Deutscher’s next pick is the artificial intelligence crypto-narrative “which benefits from the attention flow that the AI sector gets every time there’s a real-world announcement, upgrade and so on.”

AI requires significant computational power, which decentralised private infrastructure networks can provide efficiently.

Top Coins here are Render (RNDR) and Bittensor (Tao). RNDR is a sector leader in AI, benefiting from price responsiveness and strong performance.

Tao has an attractive valuation, is a leading AI infrastructure player and has currently cooled off from its highs, making it an appealing investment.

Others include World Mobile, PepeCoin, AIOZ, Graphlinq and the unreleased Aethir.

Memecoins

The memecoin sector can’t be left out of course, Deutscher believes this sector is so strong this time around that a 10-20% allocation is fair game. Top bets are PEPE, WIF, FOXY, GUMMY.

Decentralised Finance (Defi)

According to Deutscher, top DeFi picks are ENA and RUNE. He says these are great assets in the sector due to their strong performance in bullish markets, their strategic advantages, and their potential for substantial long-term gains.

Infrastructure Projects

The last sector is infrastructure related, which is a broad field and technically already covered in other aspects. Nevertheless, Deutscher believes this is an important sector to expose yourself to.

Top picks here are decentralised storage network Arweave (AR) and little known Everclear, which “provides a way to make multiple chains interoperable and increase the user experience.”

Get the most important crypto news delivered to your inbox by subscribing to the CNA newsletter