3个加密货币：购买蘸酱：比特币（BTC），Solana（Sol）和Ondo（Ondo）

在2025年，几乎每一年的高级加密货币都在下降。似乎没有任何部门被幸免。现在，每个热的加密叙事都变冷了。

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年加密货币市场的旋转涡流中，几乎每年的最高加密货币都在一年中下降。似乎没有任何部门被幸免。现在，每个热的加密叙事都变冷了。

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%).

但这完全可以，因为现在有一些重大的讨价还价。我的购物清单顶部的三个加密货币是比特币（BTC -1.88％），Solana（SOL -3.26％）和Ondo（Ondo -5.24％）。

Bitcoin

比特币

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.

比特币 - 庞然大物加密货币仍然占整个加密货币市场的60％的占60％的股份 - 现在在一年中下降了10％。更关心的是，现在比一月份的109,000美元的历史最高点下降了近25％。现在，一些投资者警告说，比特币可能很快达到70,000美元，这是当天交易的地方。

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，比特币熊声称胜利还为时过早。是的，比特币ETF有外流。而且，是的，加密货币的恐惧和贪婪指数现在为23岁（在100个可能的100中），强调了仅两个月内的恐惧投资者的恐惧程度。

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，其中一些恐惧被夸大了。毕竟，特朗普白宫最近宣布创建一个战略性比特币保护区，以持有政府的200,000比特币。目前，特朗普政府并未承诺购买任何新的比特币购买，而是为将来的购买留下了大门。

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.

这一切都取决于寻找积累比特币的“预算中立”方式，因此不使用纳税人资金。如果这种未来的购买实现 - 在当前市场环境中是一个很大的“如果” - 比特币的价格可能会飙升。

Solana

索拉纳

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.

我的购物清单上的下一个是索拉纳（Solana），这一年下降了35％，比1月20日的历史最高售价近60％。不幸的是，2月份的模因硬币泡沫破裂使Solana散发出来。这是因为Solana已成为创建，启动和交易模因硬币的主要区块链。当总统唐纳德·特朗普（Donald Trump）决定在一月份发射一枚模因硬币时，他选择了索拉纳（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).

从我的角度来看，Solana仍然是能够从顶部栖息的一层区块链网络。 Solana比以太坊更快，便宜，更高效，这使其成为启动取决于速度和低成本的新区块链项目的非常有吸引力的平台。这是索拉纳（Solana）在分散的金融（DEFI）中窃取市场份额的原因之一。

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还引起了Ark Invest的Cathie Wood等备受瞩目的投资者的注意，后者建议有一天Solana可以在整体市值方面超越以太坊。鉴于以太坊比索拉纳（Solana）大四倍（2,300亿美元和600亿美元），这将是巨大的。

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.

我的最后选择是ondo。但是这里的公平警告：投资Ondo并不是为了胆小。那是因为当年的Ondo跌至40％，自12月的历史最高点数以来，超过60％。是的，是的。在整个历史上，它的交易从未超过两美元。

Image source: Getty Images.

图像来源：盖蒂图像。

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.

那我为什么感兴趣？好吧，Ondo已成为现实世界资产（RWA）令牌化领域的主要参与者之一。根据顶级咨询公司的说法，到2030年，这可能是一个千万亿美元的市场机会。目前，Ondo的增长正在击中所有汽缸，总价值锁定（TVL）（TVL）（TVL）是衡量区块链使用的关键指标 - 最近达到了10亿美元的成绩。

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.

但这不是最好的部分。最好的部分是，Ondo似乎得到了华尔街一些重型击球手的支持。 Ondo现在是10万亿美元资产经理BlackRock（NYSE：BLK）的区块链合作伙伴，该公司高度支持RWA令牌化趋势。 Ondo也是特朗普附属的加密货币公司世界自由金融的备受瞩目的持有。

Should you buy the dip?

你应该买蘸酱吗？

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.

在这三个加密货币中，最安全的选择显然是比特币。它是由零售和机构投资者普遍持有的，并且是特朗普加密计划的突出重点。从我的角度来看，目前从比特币转移到黄金的投资者正在对市场短视。

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

如果您想承担更多的风险，请考虑使用Solana。这是一个高辛烷值的加密货币，在20中飙升了900％以上