頂級加密貨幣分析師揭曉 2025 年牛市的最佳山寨幣

Miles Deutscher 是一位在 X 上擁有 551,000 名粉絲的著名分析師，他披露了他針對預期的 2025 年加密貨幣牛市的最佳山寨幣投資組合。

Miles Deutscher, a prominent crypto analyst with over 550,000 followers on X, has disclosed his portfolio of best altcoins for the anticipated 2025 crypto bull run.

Miles Deutscher 是一位在 X 上擁有超過 55 萬名粉絲的著名加密貨幣分析師，他透露了他針對預期的 2025 年加密貨幣牛市的最佳山寨幣投資組合。

In his latest video titled “My NEW Ultimate Crypto Portfolio For The 2025 Bull Run! [MUST-HOLD Altcoins],” Deutscher provided an in-depth analysis of his selections, emphasizing a strategic concentration on high-conviction investments across diverse sectors.

在他最新的影片中，題為“我的 2025 年牛市新終極加密貨幣投資組合！” [必須持有山寨幣]”，多伊徹對他的選擇進行了深入分析，強調戰略重點是跨不同領域的高信念投資。

Deutscher began by outlining his approach to portfolio construction, highlighting the importance of limiting core holdings to fifteen altcoins spread across six key sectors: meme coins, artificial intelligence (AI) tokens, infrastructure projects, gaming, real-world assets (RWA), and decentralized finance (DeFi). This structure is designed to enhance focus and manageability, particularly for investors who may not have the time to actively manage a larger number of positions.

Deutscher 首先概述了他的投資組合建構方法，強調了將核心持有量限制在15 種山寨幣的重要性，這些山寨幣分佈在六個關鍵領域：迷因幣、人工智慧(AI) 代幣、基礎設施項目、遊戲、現實世界資產(RWA) 和去中心化金融（DeFi）。這種結構旨在增強焦點和可管理性，特別是對於那些可能沒有時間積極管理大量頭寸的投資者。

“Based on the feedback from my community, I believe it’s better in this market to concentrate into high conviction bets,” Deutscher stated.

「根據社群的回饋，我相信在這個市場上最好集中精力進行高信念的賭注，」多伊徹表示。

Best Altcoins For The 2025 Crypto Bull Run

2025 年加密貨幣多頭市場的最佳山寨幣

In the meme coin sector, which Deutscher allocates a substantial 25% of his portfolio to, he identified three primary candidates: WIF, PEPE, and SPX.

在 Meme 幣領域，Deutscher 將其投資組合的 25% 分配給了該領域，他確定了三個主要候選人：WIF、PEPE 和 SPX。

WIF, described as the leading meme coin on the Solana blockchain by Deutscher: “It’s pretty much the number one Solana kind of beta meme coin. Anons talk about it a lot. It’s got major exchanges. Coinbase listings being teased coincidentally. It’s actually at a very nice DCA Zone at the time of recording this video.”

WIF 被 Deutscher 描述為 Solana 區塊鏈上領先的 meme 幣：「它幾乎是排名第一的 Solana 測試 meme 幣。匿名者談了很多。它有主要的交流。 Coinbase 的上市恰逢其時。錄製這段影片時，實際上是在一個非常好的 DCA 區域。

Pepe, an Ethereum-based meme coin, benefits from widespread recognition and strong community distribution.

Pepe 是一種基於以太坊的迷因幣，受益於廣泛的認可和強大的社區分佈。

“I do like Pepe because it’s the leading kind of ETH beta meme coin. It’s one of the most famous memes in the history of the internet and for that reason I think it commands a lot of mind share,” Deutscher remarked.

「我確實喜歡 Pepe，因為它是領先的 ETH beta meme 幣。它是互聯網歷史上最著名的迷因之一，因此我認為它贏得了許多人的關注。

SPX6900, endorsed by Murad Mahmudov, a leading figure in the meme coin space, is anticipated to attract substantial retail capital during market upswings.

SPX6900 得到了模因幣領域領導者 Murad Mahmudov 的認可，預計將在市場上漲期間吸引大量散戶資本。

“Number three is SPX because […] Murad is the leader of memes. His number one shill and his number one meme holding is SPX, so this is one that I think is going to have momentum as retail comes in,” Deutscher remarked.

「排名第三的是 SPX，因為 [...] Murad 是迷因的領導者。他的第一大騙子和他的第一大迷因持有是 SPX，所以我認為隨著零售業的到來，這將會有動力，」Deutscher 評論道。

Turning to the AI sector, Deutscher also allocates 25% of his portfolio to AI-focused projects, recognizing the burgeoning interest and potential in this field. His top picks include TAO, NEAR, and Spectral.

談到人工智慧領域，多伊徹還將其投資組合的 25% 分配給以人工智慧為重點的項目，認識到該領域日益增長的興趣和潛力。他的首選包括 TAO、NEAR 和 Spectral。

TAO is positioned as the leader in decentralized AI, “focused on the enterprise side,” according to the analyst.

這位分析師表示，TAO 被定位為去中心化人工智慧領域的領導者，「專注於企業方面」。

NEAR, a top AI layer-one protocol, is selected for its potential to rebound during market dips and its foundational role in AI-driven applications, despite recent underperformance.

NEAR 是頂級人工智慧第一層協議，儘管最近表現不佳，但因其在市場低迷期間反彈的潛力及其在人工智慧驅動應用程式中的基礎性作用而被選中。

Spectral (SPEC) is the “top AI agent play in crypto” for Deutscher. “They’ve got big backers. There’s no [token] unlock for another six months. You can basically automate your trading on-chain via AI agents,” he added.

Spectral (SPEC) 是 Deutscher 的「加密領域頂級人工智慧代理」。 「他們有很大的支持者。接下來的六個月內沒有[令牌]解鎖。你基本上可以透過人工智慧代理實現鏈上交易的自動化，」他補充道。

In the infrastructure sector, Deutscher maintains an equal 25% allocation, focusing on foundational projects that underpin the crypto ecosystem. Solana (SOL) remains his primary choice, recognized for its role as the launchpad for new meme and AI trends, and projected to deliver consistent returns without the explosive growth potential of smaller altcoins.

在基礎設施領域，Deutscher 保持了 25% 的同等分配，專注於支撐加密生態系統的基礎項目。 Solana (SOL) 仍然是他的首選，因其作為新模因和人工智慧趨勢的發射台的作用而受到認可，並且預計將在沒有較小山寨幣爆炸性增長潛力的情況下提供穩定的回報。

Fantom (FTM) is favored by Deutscher for its strong narrative. “I just think it’s got a great narrative with Sonic [upgrade]. Andre [Cronje] is a big figure in the space. You’ve had that cool down in terms of price and I think it’ll be one of the prevalent and l1’s this cycle,” the analyst claims.

Fantom（FTM）因其強大的敘事性而受到多伊徹的青睞。 「我只是認為它對索尼克[升級]有很好的敘述。安德烈·克羅涅 (Andre Cronje) 是該領域的重要人物。價格已經冷卻下來，我認為這將是本週期的流行趨勢之一，」分析師聲稱。

Third, Deutscher picks Aptos (APT) over Sui (SUI) because of its higher potential: “I picked Aptos […] because I just think in terms of a pair trade Aptos is probably the next to run after SUI already went on a massive run. That’s the only reason and the other thing is the price is looking good from a TA point of view. It’s still down significantly from all-time high so it has room from for for major upside.”

第三，Deutscher 選擇Aptos (APT) 而不是Sui (SUI)，因為它具有更高的潛力：「我選擇Aptos [...] 因為我只是認為就配對交易而言，Aptos 可能是在SUI 已經進行大規模交易之後下一個運行的產品。這是唯一的原因，另一件事是從助教的角度來看價格看起來不錯。它仍較歷史高點大幅下跌，因此仍有大幅上漲的空間。

Real-world assets (RWA) constitute 10% of Deutscher’s portfolio, a sector he believes is poised for significant adoption. His selections, CPOOL and CHEX, are chosen for their solid protocol development, strategic partnerships, and upcoming exchange listings, which are expected to enhance their market legitimacy and growth potential. Additionally, Pendle is mentioned as an honorable mention, recognized for its strong narrative, partnerships, and organic token distribution, making it a standout performer in the RWA space.

現實世界資產 (RWA) 佔 Deutscher 投資組合的 10%，他認為這一領域有望廣泛採用。他選擇 CPOOL 和 CHEX 是因為它們堅實的協議開發、戰略合作夥伴關係以及即將上市的交易所，預計將增強其市場合法性和成長潛力。此外，Pendle 也被提及為榮譽獎，因其強大的敘事性、合作夥伴關係和有機代幣分配而受到認可，使其成為 RWA 領域的佼佼者。

The gaming sector, though traditionally undervalued, receives a 10%

遊戲產業雖然傳統上被低估，但仍獲得 10% 的成長