Miles Deutscher, a prominent analyst with 551,000 followers on X, disclosed his portfolio of best altcoins for the anticipated 2025 crypto bull run. In his latest video, “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. 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. “Based on the feedback from my community, I believe it’s better in this market to concentrate into high conviction bets,” Deutscher stated. Best Altcoins For The 2025 Crypto Bull Run In the meme coin sector, which Deutscher allocates a substantial 25% of his portfolio to, he identified three primary candidates: WIF, PEPE, and 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.” Pepe, an Ethereum-based meme coin, benefits from widespread recognition and strong community distribution. “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. Related Reading: Crypto Analyst Unveils The ‘True Time To Sell It All’: Here’s When SPX6900, endorsed by Murad Mahmudov, a leading figure in the meme coin space, is anticipated to attract substantial retail capital during market upswings. “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. 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. TAO is positioned as the leader in decentralized AI, “focused on the enterprise side,” according to the analyst. 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. 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. 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. Related Reading: Crypto Craze: Investor Nets A 3,360% Gain, Turning $86,000 Into $3.75 Million 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. 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.” 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. The gaming sector, though traditionally undervalued, receives a 10% allocation in Deutscher’s portfolio. He highlighted Beam and Super as his top picks, with Beam serving as an infrastructure play backed by substantial treasury reserves and strategic partnerships, and Super functioning as a community-driven gaming meme coin with strong utility and a cult-like following. In the DeFi sector, Deutscher allocates 5% of his portfolio to two primary assets: AAVE and Rune. AAVE is identified as the strongest DeFi blue-chip, benefiting from robust revenue streams and increasing on-chain yields, making it a reliable cornerstone for the portfolio. Rune is viewed by Deutscher as a leveraged bet on the market’s bullish trajectory, expected to perform exceptionally well during market upswings due to its reflexive nature and the functionality of its Omnipool. At press time, WIF traded at $2.43. Featured image created with DALL.E, chart from TradingView.com
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