拉乌尔·帕尔（Raoul Pal）在2025年更新了他的加密货币组合，对他的投资策略提供了新的见解

山寨币季节（通常是在比特币泵之后起飞的时间）已被期待。但是这次，这是一个没有出现的。

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季节（通常是在比特币泵之后起飞的时候）。但是这次，这是乏味的。尽管比特币激增，但以太坊仍在挣扎，而Altcoins却没有效仿。

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.

几个因素导致了延迟。山寨币市场因波动性和骗局而受到巨大打击，耗尽了流动性并影响了投资者的信心。此外，比特币的统治地位仍然很高，比特币中锁定了总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.

尽管Altcoins尚未激增，但一些投资者仍然对潜在转变感到乐观。著名的加密投资者和Real Vision的创始人Raoul Pal最近在2025年的其余时间分享了他最新的投资组合，从而瞥见了他的投资策略。值得注意的是，Raoul的投资组合与加密货币的主要参与者大量偏向，他的首选转变为Sui。

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

Altcoin崩溃加深，但分析师表示，加密货币市场将很快反弹

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的采访时建议将80-90％的投资组合分配给像比特币这样的主要加密货币。他解释说，较小，风险更大的投资构成了他的投资组合的一小部分（10％），他的目标是捕获下一个大收益，但承认获得巨额回报的可能性很低。有趣的是，他没有将传统的以太坊（ETH）用于一般投资，而是专注于使用以太坊的高端NFT艺术。

Sui Takes Portfolio Lead Over Solana

Sui在Solana上获得了投资组合的领先优势

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.

拉乌尔（Raoul）战略的一种转变是，他对苏拉（Sui）的关注不断增加。尽管他以前在Solana上投入了大量投资，但他现在对Sui的看法更为看好，这表明对其在本周期的潜力越来越有信心。

“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)

“我的重点下注是Sui，现在有一点Solana。之所以翻转，是因为我是相反的 - 我是80％的Solana和20％的Sui，我有点翻转那些周围的人，并希望向Sui迈进更多，因为我认为这是在这个周期的表现，”他说。 （原文如此）

Sui’s DeFi Growth & AI Partnership Driving Bullish Outlook

SUI的Defi Growth＆AI伙伴关系推动看涨前景

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方面的快速增长将其设置为速度和性能。 2月，SUI将看到8000万个Sui代币的供应量增加，价值2.88亿美元，投放市场。

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

忘记模因，焦点RWA：在580亿美元的市场中观看的前5个加密代币

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

这是在与塔卢斯（Talus）建立合作伙伴关系后，塔拉斯（Talus）是AI代理商的下一代平台，从而提高了其采用。

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本文介绍的内容仅用于信息和教育目的。它不构成任何形式的财务建议或建议。由于提到的内容，产品或服务的利用，Coin Edition对任何损失概不负责。建议读者在采取与公司相关的任何行动之前谨慎行事。