顶级加密货币分析师揭晓 2025 年牛市的最佳山寨币

Miles Deutscher 是一位在 X 上拥有 551,000 名粉丝的著名分析师，他披露了他针对预期的 2025 年加密货币牛市的最佳山寨币投资组合。

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 是一位著名的加密货币分析师，在 X 上拥有超过 550,000 名粉丝，他透露了他针对预期的 2025 年加密货币牛市的最佳山寨币投资组合。

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.

在他最新的视频中，题为“我的 2025 年牛市新终极加密货币投资组合！” [必须持有山寨币]”，多伊彻对他的选择进行了深入分析，强调战略重点是跨不同领域的高信念投资。

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 首先概述了他的投资组合构建方法，强调了将核心持有量限制在 15 种山寨币的重要性，这些山寨币分布在六个关键领域：模因币、人工智能 (AI) 代币、基础设施项目、游戏、现实世界资产 (RWA) 和去中心化金融（DeFi）。这种结构旨在增强焦点和可管理性，特别是对于那些可能没有时间积极管理大量头寸的投资者。

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

“根据社区的反馈，我相信在这个市场上最好集中精力进行高信念的赌注，”多伊彻表示。

Best Altcoins For The 2025 Crypto Bull Run

2025 年加密货币牛市的最佳山寨币

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 币领域，Deutscher 将其投资组合的 25% 分配给了该领域，他确定了三个主要候选者：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 描述为 Solana 区块链上领先的 meme 币：“它几乎是排名第一的 Solana 测试 meme 币。匿名者谈论了很多。它有主要的交流。 Coinbase 的上市恰逢其时。录制这段视频时，实际上是在一个非常好的 DCA 区域。”

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

Pepe 是一种基于以太坊的模因币，受益于广泛的认可和强大的社区分布。

“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.

“我确实喜欢 Pepe，因为它是领先的 ETH beta meme 币。它是互联网历史上最著名的迷因之一，因此我认为它赢得了很多人的关注。”多伊彻说道。

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

SPX6900 得到了模因币领域领军人物 Murad Mahmudov 的认可，预计将在市场上涨期间吸引大量散户资本。

“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，因为 [...] Murad 是模因的领导者。他的第一大骗子和他的第一大模因持有是 SPX，所以我认为随着零售业的到来，这将会有动力，”Deutscher 评论道。

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.

谈到人工智能领域，多伊彻还将其投资组合的 25% 分配给以人工智能为重点的项目，认识到该领域日益增长的兴趣和潜力。他的首选包括 TAO、NEAR 和 Spectral。

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

这位分析师表示，TAO 被定位为去中心化人工智能领域的领导者，“专注于企业方面”。

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 是顶级人工智能第一层协议，尽管最近表现不佳，但因其在市场低迷期间反弹的潜力及其在人工智能驱动应用程序中的基础性作用而被选中。

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“加密领域顶级人工智能代理”。 “他们有很大的支持者。接下来的六个月内没有[令牌]解锁。你基本上可以通过人工智能代理实现链上交易的自动化，”他补充道。

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.

在基础设施领域，Deutscher 保持了 25% 的同等分配，专注于支撑加密生态系统的基础项目。 Solana (SOL) 仍然是他的首选，因其作为新模因和人工智能趋势的发射台的作用而受到认可，并且预计将在没有较小山寨币爆炸性增长潜力的情况下提供稳定的回报。

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）因其强大的叙事性而受到多伊彻的青睐。 “我只是认为它对索尼克[升级]有很好的叙述。安德烈·克罗涅 (Andre Cronje) 是该领域的重要人物。价格已经冷却下来，我认为这将是本周期的流行趋势之一，”分析师声称。

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 选择 Aptos (APT) 而不是 Sui (SUI)，因为它具有更高的潜力：“我选择 Aptos [...] 因为我只是认为就配对交易而言，Aptos 可能是在 SUI 已经进行大规模交易之后下一个运行的产品。跑步。这是唯一的原因，另一件事是从助教的角度来看价格看起来不错。它仍较历史高点大幅下跌，因此仍有大幅上涨的空间。”

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.

现实世界资产 (RWA) 占 Deutscher 投资组合的 10%，他认为这一领域有望得到广泛采用。他选择 CPOOL 和 CHEX 是因为它们坚实的协议开发、战略合作伙伴关系以及即将上市的交易所，预计将增强其市场合法性和增长潜力。此外，Pendle 还被提及为荣誉奖，因其强大的叙事性、合作伙伴关系和有机代币分配而受到认可，使其成为 RWA 领域的佼佼者。

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

游戏行业虽然传统上被低估，但仍获得 10% 的增长