3個硬幣在2025年下半年勝過市場

讓我們在這裡面對事實：加密市場是現在的紅色海洋。幾乎不可能找到任何一年的硬幣。這不僅是模因硬幣和風險

Let's face facts here: The crypto market is a sea of red right now. It's almost impossible to find any coin that's up for the year. And it's not just meme coins and risky altcoins -- even top cryptocurrencies have been hit hard by the current uncertainty over tariffs.

讓我們在這裡面對事實：加密市場是現在的紅色海洋。幾乎不可能找到任何一年的硬幣。這不僅僅是模因硬幣和風險的山寨幣 - 即使是當前對關稅的不確定性也受到了巨大打擊。

Now that we've gotten that out of the way, it's still possible to find some beaten-down bargains in this sea of red. And I've found three coins that I think are going to outperform over the second half of 2025.

既然我們已經解決了這個問題，那麼仍然有可能在這片紅色的海洋中找到一些人打的便宜貨。而且我發現了三枚硬幣，我認為在2025年下半年的表現將勝過。

1. Bitcoin

1。比特幣

First up is Bitcoin (BTC 0.96%). Yes, it's down nearly 25% from its January highs and down 10% from year-to-date. But it has held up surprisingly well since "Liberation Day" on April 2. Over the past 30 days, Bitcoin is actually up a (very) modest 1%.

首先是比特幣（BTC 0.96％）。是的，它比1月份的高點下降了近25％，截至年前下降了10％。但是自4月2日的“解放日”以來，它的表現非常出色。在過去的30天中，比特幣實際上是（非常）謙虛的1％。

Bitcoin appears to have weathered the worst of the storm. In fact, against a backdrop of dollar weakness, it suddenly looks much more attractive.

比特幣似乎已經度過了最糟糕的風暴。實際上，在美元弱點的背景下，它突然看起來更具吸引力。

Investors around the world are looking for a safe-haven asset and a store of value and are now turning their attention to Bitcoin. That's not to say that it's a better investment than gold (NYSE:GGZ) right now. But it certainly has more upside potential, once the global economy recalibrates to the new normal.

全球投資者正在尋找避風港資產和價值存儲，現在將注意力轉向比特幣。這並不是說現在比黃金（NYSE：GGZ）更好的投資。但是，一旦全球經濟重新校準新常態，它肯定具有更大的上升潛力。

Image source: Getty Images.

圖像來源：蓋蒂圖像。

Moreover, the White House has shown a strong willingness to support crypto, and there could be some exciting new developments related to Bitcoin over the next several months. Some are even speculating that tariffs collected by the U.S. could somehow be used to buy it for the Strategic Bitcoin Reserve, thereby helping to push the price higher.

此外，白宮表現出強烈的支持加密貨幣的意願，在接下來的幾個月中，可能會有一些與比特幣相關的令人興奮的新發展。有些人甚至猜測美國收取的關稅可以以某種方式用於為戰略比特幣儲備購買，從而有助於提高價格。

2. XRP

2。 XRP

If you're willing to tolerate even more risk, you might consider XRP (XRP 0.69%), which continues to languish around the $2 mark. Year to date, it is completely flat, and all of its jaw-dropping gains from earlier in the year have been wiped out.

如果您願意容忍更大的風險，則可以考慮XRP（XRP 0.69％），這會繼續在$ 2的$ 2上掙扎。迄今為止，它是完全平坦的，並且從今年早些時候開始所有令人jaw目結舌的收益。

But XRP has several potential catalysts that could send it soaring later this year. The most important of these is the potential launch of a spot exchange-traded fund (ETF). There's a high probability of this happening before the end of 2025.

但是XRP有幾種潛在的催化劑，可能會在今年晚些時候飆升。其中最重要的是潛在的推出現貨交換基金（ETF）。在2025年底之前發生這種情況的可能性很高。

A number of investment firms have already filed applications for a spot XRP ETF with the Securities and Exchange Commission (SEC), which has shown a newfound willingness to support the crypto industry this year.

許多投資公司已經向美國證券交易委員會（SEC）提交了XRP ETF的申請，該公司已顯示出了今年支持加密行業的新發現的意願。

As a result, all of the regulatory uncertainty that surrounded XRP for more than four years -- ever since the SEC brought a lawsuit against Ripple, the company behind the XRP token-- has suddenly disappeared. The SEC has finally dropped this long-running lawsuit, and Ripple even managed to work out a deal with regulators in which it will pay less in penalties than originally thought.

結果，圍繞XRP圍繞XRP的所有監管不確定性超過四年 - 自SEC提起了針對Ripple的訴訟以來，XRP令牌背後的公司突然消失了。 SEC終於撤銷了這項長期訴訟，Ripple甚至設法與監管機構達成協議，在該協議中，其罰款的支付比最初想像的要少。

3. Ondo

3。 ondo

I've saved the best for last. At least if you consider "best" to mean "a highly speculative investment priced under $1 that could skyrocket in value but could also go to zero." After the 2024 election, Ondo (ONDO 1.56%) soared to hit an all-time high of $2.14. But it's now down 40% year to date and trades for less than a buck.

我為最後一個保存了最好的。至少，如果您認為“最佳”是指“高度投機的投資價格低於1美元，其價值可能會飆升，但也可能達到零”。在2024年大選之後，Ondo（Ondo 1.56％）飆升，達到了2.14美元的歷史最高點。但是現在已經下跌了40％，交易價格不到一美元。

Ondo is a direct play on the trend for real-world asset (RWA) tokenization that is sweeping over Wall Street. Simply stated, this refers to the process of transforming real-world assets (such as stocks and bonds) into tokenized assets that live on the blockchain. According to some top consulting firms, RWA tokenization could be a multitrillion-dollar investment opportunity by 2030.

Ondo是對現實世界中資產（RWA）代幣化的趨勢的直接發揮作用，該趨勢正席捲華爾街。簡而言之，這是指將現實世界中的資產（例如股票和債券）轉換為居住在區塊鏈上的令牌化資產的過程。根據一些頂級諮詢公司的說法，到2030年，RWA令牌化可能會成為千萬億美元的投資機會。

Admittedly, just a few months ago, I had never heard of Ondo. However, it is one of the coins held by World Liberty Financial, the crypto company affiliated with the Trump family. So, indirectly at least, Ondo appears to have the attention of the White House. Depending on your political views, that may be a good thing or a bad thing, but I generally think it's a good thing.

誠然，就在幾個月前，我從未聽說過Ondo。但是，它是與特朗普家族相關的加密貨幣公司World Liberty Financial持有的硬幣之一。因此，至少是間接的，Ondo似乎引起了白宮的注意。根據您的政治觀點，這可能是一件好事或壞事，但我通常認為這是一件好事。

Given the recent implosion of Mantra -- the RWA token that lost 90% of its value in a span of mere hours -- it's important to do some extensive due diligence on any RWA coin. And thus far, I like what I see with Ondo.

鑑於最近的口頭禪爆炸 - 在僅在幾個小時內損失了其價值90％的RWA代幣 - 對任何RWA硬幣進行一些廣泛的盡職調查很重要。到目前為止，我喜歡我對Ondo所看到的。

The two top team members, for example, are Goldman Sachs (GS) veterans with expertise in digital assets. And the recent Ondo Summit in New York City attracted some big names from the likes of Fidelity Investments, BlackRock (BLK), and Franklin Resources (NYSE: BEN) to discuss the future of "Wall Street 2.0."

例如，兩個頂級團隊成員是具有數字資產專業知識的高盛（GS）退伍軍人。最近在紐約市的Ondo Summit吸引了Fidelity Investments，Blackrock（BLK）和Franklin Resources（NYSE：BEN）等人的一些知名人士，討論了“華爾街2.0”的未來。

The importance of portfolio diversification

投資組合多元化的重要性

Given that Bitcoin currently accounts for more than

鑑於比特幣當前佔用超過