Top Analyst Reveals Altcoin Portfolio for 2025 Crypto Bull Run
Miles Deutscher, an analyst with 551,000 followers on X, disclosed his portfolio for the anticipated 2025 crypto bull run in a video titled “My NEW Ultimate Crypto Portfolio For The 2025 Bull Run! [MUST-HOLD Altcoins].” He emphasized a strategic focus on high-conviction investments across various sectors.
Portfolio Construction Strategy
Deutscher outlined his approach, limiting core holdings to fifteen altcoins across six sectors: meme coins, artificial intelligence (AI) tokens, infrastructure projects, gaming, real-world assets (RWA), and decentralized finance (DeFi). This structure aims to enhance focus and manageability for investors. He stated, “Based on the feedback from my community, I believe it’s better in this market to concentrate into high conviction bets.”
Best Altcoins For The 2025 Crypto Bull Run
Meme Coins
Deutscher allocates 25% of his portfolio to meme coins, highlighting three candidates: WIF, PEPE, and SPX6900. WIF is noted as the leading meme coin on Solana, praised for its major exchange listings and current favorable pricing. PEPE, an Ethereum-based meme coin, is recognized for its popularity and strong community presence. SPX6900, endorsed by Murad Mahmudov, is expected to attract retail capital during market upswings.
AI Tokens
Another 25% of Deutscher's portfolio focuses on AI projects, including TAO, NEAR, and Spectral. TAO is positioned as a leader in decentralized AI for enterprise applications. NEAR serves as a layer-one protocol with potential for rebounds during market dips. Spectral is described as the top AI agent play in crypto, emphasizing its backing and automated trading capabilities.
Infrastructure Projects
Deutscher allocates 25% to infrastructure projects. His primary choice is Solana (SOL), recognized for its role as a launchpad for new trends. Fantom (FTM) is favored for its strong narrative linked to the Sonic upgrade. Deutscher prefers Aptos (APT) over Sui (SUI) due to its potential upside and current pricing.
Real-World Assets (RWA)
10% of the portfolio is dedicated to RWA, with selections CPOOL and CHEX chosen for their development and partnerships. Pendle is mentioned as a notable performer in this space due to its strong narrative and organic token distribution.
Gaming Sector
Deutscher allocates 10% to gaming, highlighting Beam and Super. Beam is an infrastructure play with substantial resources, while Super is recognized as a community-driven gaming meme coin with strong utility.
DeFi Sector
5% of the portfolio is allocated to DeFi assets AAVE and Rune. AAVE is identified as a strong DeFi blue-chip with robust revenue streams, while Rune is viewed as a leveraged bet on a bullish market trajectory.
At press time, WIF traded at $2.43.
