3個加密貨幣：購買蘸醬：比特幣（BTC），Solana（Sol）和Ondo（Ondo）

在2025年，幾乎每一年的高級加密貨幣都在下降。似乎沒有任何部門被倖免。現在，每個熱的加密敘事都變冷了。

In the swirling vortex of the cryptocurrency market in 2025, nearly every single top cryptocurrency is now down for the year. Seemingly, no sector has been spared. Every hot crypto narrative has now gone cold.

在2025年加密貨幣市場的旋轉渦流中，幾乎每年的最高加密貨幣都在一年中下降。似乎沒有任何部門被倖免。現在，每個熱的加密敘事都變冷了。

But that's perfectly OK, because there are some significant bargains out there right now. The three cryptocurrencies at the top of my shopping list are Bitcoin (BTC -1.88%), Solana (SOL -3.26%) and Ondo (ONDO -5.24%).

但這完全可以，因為現在有一些重大的討價還價。我的購物清單頂部的三個加密貨幣是比特幣（BTC -1.88％），Solana（SOL -3.26％）和Ondo（Ondo -5.24％）。

Bitcoin

比特幣

Bitcoin -- the behemoth cryptocurrency that still accounts for a whopping 60% of the market cap of the entire crypto market -- is now down 10% for the year. Of even more concern, it's now down nearly 25% from an all-time high of $109,000 in January. Some investors are now warning that Bitcoin could soon hit $70,000, which is where it was trading at on Election Day.

比特幣 - 龐然大物加密貨幣仍然佔整個加密貨幣市場的60％的佔60％的股份 - 現在在一年中下降了10％。更關心的是，現在比一月份的109,000美元的歷史最高點下降了近25％。現在，一些投資者警告說，比特幣可能很快達到70,000美元，這是當天交易的地方。

However, it's still too early for the Bitcoin bears to claim victory. Yes, there have been outflows out of the spot Bitcoin ETFs. And, yes, the Crypto Fear and Greed Index is now at 23 (out of a possible 100), highlighting just how fearful investors have become in just two months.

但是，比特幣熊聲稱勝利還為時過早。是的，比特幣ETF有外流。而且，是的，加密貨幣的恐懼和貪婪指數現在為23歲（在100個可能的100中），強調了僅兩個月內的恐懼投資者的恐懼程度。

However, some of this fear is overblown. After all, the Trump White House recently announced the creation of a Strategic Bitcoin Reserve to hold the government's 200,000 Bitcoins. Right now, the Trump administration is not committing to any new Bitcoin buying, but has left open the door for future buying.

但是，其中一些恐懼被誇大了。畢竟，特朗普白宮最近宣布創建一個戰略性比特幣保護區，以持有政府的200,000比特幣。目前，特朗普政府並未承諾購買任何新的比特幣購買，而是為將來的購買留下了大門。

It's all contingent on finding a "budget-neutral" way to accumulate Bitcoin, such that taxpayer funds are not used. If this future buying ever materializes -- a big "if" in the current market environment -- the price of Bitcoin could skyrocket.

這一切都取決於尋找積累比特幣的“預算中立”方式，因此不使用納稅人資金。如果這種未來的購買實現 - 在當前市場環境中是一個很大的“如果” - 比特幣的價格可能會飆升。

Solana

索拉納

Next on my shopping list is Solana, which is down 35% for the year and nearly 60% from an all-time high of $294 on Jan. 20. Unfortunately, the bursting of the meme coin bubble in February brought down Solana with it. That's because Solana has become the premier blockchain for creating, launching, and trading meme coins. When President Donald Trump decided to launch a meme coin back in January, he chose Solana.

我的購物清單上的下一個是索拉納（Solana），這一年下降了35％，比1月20日的歷史最高售價近60％。不幸的是，2月份的模因硬幣泡沫破裂使Solana散發出來。這是因為Solana已成為創建，啟動和交易模因硬幣的主要區塊鏈。當總統唐納德·特朗普（Donald Trump）決定在一月份發射一枚模因硬幣時，他選擇了索拉納（Solana）。

From my perspective, Solana remains the one Layer 1 blockchain network capable of toppling Ethereum from its top perch. Solana is faster, cheaper, and more efficient than Ethereum, and that has made it a very attractive platform for launching new blockchain projects that depend on speed and low costs. That's one big reason why Solana has been stealing market share away from Ethereum in decentralized finance (DeFi).

從我的角度來看，Solana仍然是能夠從頂部棲息的一層區塊鍊網絡。 Solana比以太坊更快，便宜，更高效，這使其成為啟動取決於速度和低成本的新區塊鏈項目的非常有吸引力的平台。這是索拉納（Solana）在分散的金融（DEFI）中竊取市場份額的原因之一。

Solana has also captured the attention of high-profile investors such as Cathie Wood of Ark Invest, who has suggested that one day Solana could surpass Ethereum in terms of overall market cap. That would be huge, given that Ethereum is nearly four times bigger than Solana ($230 billion vs. $60 billion) right now.

Solana還引起了Ark Invest的Cathie Wood等備受矚目的投資者的注意，後者建議有一天Solana可以在整體市值方面超越以太坊。鑑於以太坊比索拉納（Solana）大四倍（2,300億美元和600億美元），這將是巨大的。

Ondo

ondo

My final pick is Ondo. But fair warning here: Investing in Ondo is not for the faint of heart. That's because Ondo is down 40% for the year, and more than 60% since it hit an all-time high of $2 back in December. Yep, that's right. In its entire history, it has never traded higher than two bucks.

我的最後選擇是ondo。但是這裡的公平警告：投資Ondo並不是為了膽小。那是因為當年的Ondo跌至40％，自12月的歷史最高點數以來，超過60％。是的，是的。在整個歷史上，它的交易從未超過兩美元。

Image source: Getty Images.

圖像來源：蓋蒂圖像。

So why am I interested? Well, Ondo has emerged as one of the key players in the area of real-world asset (RWA) tokenization. According to top consulting firms, this could be a multitrillion-dollar market opportunity by 2030. Right now, growth at Ondo is hitting on all cylinders, with total value locked (TVL) -- a key metric for measuring blockchain usage -- recently hitting the $1 billion mark.

那我為什麼感興趣？好吧，Ondo已成為現實世界資產（RWA）令牌化領域的主要參與者之一。根據頂級諮詢公司的說法，到2030年，這可能是一個千萬億美元的市場機會。目前，Ondo的增長正在擊中所有汽缸，總價值鎖定（TVL）（TVL）（TVL）是衡量區塊鏈使用的關鍵指標 - 最近達到了10億美元的成績。

But that's not the best part. The best part is that Ondo appears to have the support of some heavy hitters on Wall Street. Ondo is now a blockchain partner of BlackRock (NYSE:BLK), the $10 trillion asset manager, which is highly supportive of the RWA tokenization trend. And Ondo is also a high-profile holding of World Liberty Financial, the Trump-affiliated crypto company.

但這不是最好的部分。最好的部分是，Ondo似乎得到了華爾街一些重型擊球手的支持。 Ondo現在是10萬億美元資產經理BlackRock（NYSE：BLK）的區塊鏈合作夥伴，該公司高度支持RWA令牌化趨勢。 Ondo也是特朗普附屬的加密貨幣公司世界自由金融的備受矚目的持有。

Should you buy the dip?

你應該買蘸醬嗎？

Of these three cryptos, the safest choice is obviously Bitcoin. It is universally held by both retail and institutional investors, and is a prominent focus of Trump's crypto plan. From my perspective, the investors currently moving out of Bitcoin into gold are taking a short-sighted view of the market.

在這三個加密貨幣中，最安全的選擇顯然是比特幣。它是由零售和機構投資者普遍持有的，並且是特朗普加密計劃的突出重點。從我的角度來看，目前從比特幣轉移到黃金的投資者正在對市場短視。

If you want to take on a little more risk, consider Solana. This is a high-octane crypto that soared more than 900% in 20

如果您想承擔更多的風險，請考慮使用Solana。這是一個高辛烷值的加密貨幣，在20中飆升了900％以上