拉烏爾·帕爾（Raoul Pal）在2025年更新了他的加密貨幣組合，對他的投資策略提供了新的見解

山寨幣季節（通常是在比特幣泵之後起飛的時間）已被期待。但是這次，這是一個沒有出現的。

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.

高度期待的是Altcoin季節（通常是在比特幣泵之後起飛的時候）。但是這次，這是乏味的。儘管比特幣激增，但以太坊仍在掙扎，而Altcoins卻沒有效仿。

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.

幾個因素導致了延遲。山寨幣市場因波動性和騙局而受到巨大打擊，耗盡了流動性並影響了投資者的信心。此外，比特幣的統治地位仍然很高，比特幣中鎖定了總加密市值的一半以上。

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.

儘管Altcoins尚未激增，但一些投資者仍然對潛在轉變感到樂觀。著名的加密投資者和Real Vision的創始人Raoul Pal最近在2025年的其餘時間分享了他最新的投資組合，從而瞥見了他的投資策略。值得注意的是，Raoul的投資組合與加密貨幣的主要參與者大量偏向，他的首選轉變為Sui。

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

Altcoin崩潰加深，但分析師表示，加密貨幣市場將很快反彈

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.

Raoul在接受Paul Barron Network的採訪時建議將80-90％的投資組合分配給像比特幣這樣的主要加密貨幣。他解釋說，較小，風險更大的投資構成了他的投資組合的一小部分（10％），他的目標是捕獲下一個大收益，但承認獲得巨額回報的可能性很低。有趣的是，他沒有將傳統的以太坊（ETH）用於一般投資，而是專注於使用以太坊的高端NFT藝術。

Sui Takes Portfolio Lead Over Solana

Sui在Solana上獲得了投資組合的領先優勢

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.

拉烏爾（Raoul）戰略的一種轉變是，他對蘇拉（Sui）的關注不斷增加。儘管他以前在Solana上投入了大量投資，但他現在對Sui的看法更為看好，這表明對其在本週期的潛力越來越有信心。

“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)

“我的重點下注是Sui，現在有一點Solana。之所以翻轉，是因為我是相反的- 我是80％的Solana和20％的Sui，我有點翻轉那些周圍的人，並希望向Sui邁進更多，因為我認為這是在這個週期的表現， ”他說。 （原文如此）

Sui’s DeFi Growth & AI Partnership Driving Bullish Outlook

SUI的Defi Growth＆AI夥伴關係推動看漲前景

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.

SUI在DEFI和WEB3方面的快速增長將其設置為速度和性能。 2月，SUI將看到8000萬個Sui代幣的供應量增加，價值2.88億美元，投放市場。

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

忘記模因，焦點RWA：在580億美元的市場中觀看的前5個加密代幣

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

這是在與塔盧斯（Talus）建立合作夥伴關係後，塔拉斯（Talus）是AI代理商的下一代平台，從而提高了其採用。

The content presented in this article is for informational and educational purposes only. It does not constitute financial advice or advice of any kind. Coin Edition is not responsible for any losses incurred as a result of the utilization of content, products, or services mentioned. Readers are advised to exercise caution before taking any action related to the company.

本文介紹的內容僅用於信息和教育目的。它不構成任何形式的財務建議或建議。由於提到的內容，產品或服務的利用，Coin Edition對任何損失概不負責。建議讀者在採取與公司相關的任何行動之前謹慎行事。