Analysts have identified promising tokens
The price of Bitcoin reached an all-time high of over $123,000 on July 14, 2025, after which it corrected and has been above $118,500 for several days, according to Binance. While the price of Bitcoin was in a corrective movement, many altcoins gained in price, and the total capitalization of the crypto market increased by about 5%, to $3.9 trillion, according to Coinmarketcap.
After the Bitcoin rate updated its historical maximum, the crypto market entered a growth phase, when many altcoins surpassed Bitcoin in profitability. Experts interviewed by RBC-Crypto identified some assets that are worth paying attention to in this market phase. Most experts agreed that the cryptocurrency market will not grow evenly due to the huge number of coins on the market, as well as limited liquidity.
Market situation
The overall macroeconomic background favors the growth of cryptocurrencies. Mikhail Smirnov, communications director at Exmo cryptocurrency exchange, believes that a possible reduction in the US interest rate and an increase in the money supply are key factors for the start of the new altseason. He also noted a 3% drop in Bitcoin dominance in a week, which is quite “noticeable.”
“The standard structure of liquidity overflow has begun: first BTC, then ETH, now SOL is growing. The principle of “from larger to smaller” remains, but it is worth understanding that there is not enough liquidity for everyone. There are too many tokens on the market, and not all will have a chance to take off,” Smirnov noted.
Now exchanges are adding a lot of “junk”, and the presence of a huge number of coins is diluting the attention of traders and investors, writes Andrey Podolyan, chief analyst of the Cryptorg trading platform.
In the current market activity, new tokens or little-known assets with small capitalization that have remained outside the attention of investors for a long time are most often subject to the greatest growth, Podolyan says. According to him, market makers can accumulate such coins in advance, and then sharply increase their value with the help of simple price manipulations. “It is very difficult to find that very coin, you either have to be lucky or have insider information,” the expert notes.
The growth of assets such as Ethereum and Solana is primarily due to institutional demand, writes leading analyst at Bitget Research Ryan Lee. In addition to the influx of capital from traditional financial markets into both assets, Lee singled out the adoption of the GENIUS Act in favor of the growth of Ether.
“The GENIUS Act opens up opportunities for stablecoins that can be used on the Ethereum blockchain. Separately, it is worth noting the statement by regulators that “ether” is not considered a security. This removes an important barrier for large players who were previously afraid of regulatory risks. All this forms a solid basis for a potential update of the maximum on the horizon of the coming year,” Lee wrote.
Other Altcoins
Among the least attractive assets, Smirnov singled out tokens of second-level networks based on Ethereum, in particular Arbitrum (ARB) and Optimism (OP). According to him, these projects were initially created as technological add-ons to solve the problems of the main blockchain, but now the Ethereum developers themselves are seeking to eliminate technical limitations at the protocol level. This, according to the expert, calls into question the long-term value of such solutions.
The expert highlighted the first-level blockchain tokens SUI (SUI), SEI (SEI) and Avalanche (AVAX) as promising ones, also drawing attention to AI projects that “still retain potential” due to the fact that many of them are currently trading at a discount.
Smirnov singled out Toncoin (TON) separately due to the recent release of the native crypto wallet of the Telegram messenger on the American market, as well as PUMP – the token of pump.fun, the largest platform for launching memecoins in the Solana ecosystem.
Of the coins “that are fairly stable,” Podolyan drew attention to Ethena (ENA), Ondo Finance (ONDO), and TON: “These assets have real ecosystems, a huge community, and there is some use for the coins. But the main thing is that they haven’t grown as much as other top assets, which means there is an opportunity to make money.”
In turn, Lee singled out crypto exchange tokens, which “traditionally act as beneficiaries of every bull run,” because as interest in cryptocurrencies grows, activity on trading platforms increases: “They provide discounts on fees, expand access to products, and generally become a useful tool within the ecosystem. We have already seen how BNB Chain (BNB) has added about 20% in a month and has come close to historical maximums. Bitget Token (BGB) has demonstrated fourfold growth in a year.”
Источник: cryptocurrency.tech
