Raoul Pal Updates His Crypto Portfolio for 2025, Giving New Insights into His Investment Strategy

Altcoin season—the time when altcoins typically take off after Bitcoin pumps—has been much awaited. But this time around, it's been a no-show.

Altcoin season—usually when altcoins take off after Bitcoin pumps—has been highly anticipated. But this time, it’s been lackluster. Despite Bitcoin surging, Ethereum has struggled, and altcoins haven’t followed suit.

Several factors contribute to the delay. The altcoin market has been hit hard by volatility and scams, draining liquidity and impacting investor confidence. Additionally, Bitcoin’s dominance remains high, with over half of the total crypto market cap locked up in Bitcoin.

While altcoins haven’t surged yet, some investors are still optimistic about a potential shift. Well-known crypto investor and Real Vision’s founder, Raoul Pal, recently shared his updated portfolio for the rest of 2025, providing a glimpse into his investment strategy. Notably, Raoul’s portfolio is heavily skewed towards the major players in crypto, with an interesting shift in his top pick to Sui.

Altcoin Crash Deepens, But Analyst Says Crypto Market Set to Rebound Soon

In an interview with The Paul Barron Network, Raoul suggests allocating 80-90% of the portfolio to major cryptocurrencies like Bitcoin. He explains that smaller, riskier investments comprise a small portion of his portfolio (10%), where he aims to capture the next big gain but acknowledges the low probability of hitting huge returns. Interestingly, he doesn’t hold traditional Ethereum (ETH) for general investment but focuses on high-end NFT art using Ethereum.

Sui Takes Portfolio Lead Over Solana

One shift in Raoul’s strategy is his increased focus on Sui over Solana. While he was previously heavily invested in Solana with a larger allocation, he’s now more bullish on Sui, signaling a growing confidence in its potential to outplay the market this cycle.

“My focus bet is Sui with a little bit of Solana now. That’s flipped because I was the other way around — I was 80% Solana and 20% Sui, and I’m kind of flipping those around and looking to move even more towards Sui because I think it outperforms this cycle,” he said. (Sic)

Sui’s DeFi Growth & AI Partnership Driving Bullish Outlook

Sui’s rapid growth in DeFi and Web3 sets it apart for speed and performance. In February, Sui will see a supply increase with 80 million SUI tokens valued at $288 million hitting the market.

Forget Memes, Focus RWAs: Top 5 Crypto Tokens to Watch in the $58 Billion Market

This follows a partnership with Talus, a next-generation platform for AI agents, boosting its adoption.

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