You asked. I'm delivering.

After many requests from this community, I've put together a list of the 10 altcoins I'm most bullish on from the top 100. These are tokens you can feel ok HODLing in case 2025 doesn’t end with a huge altseason explosion that sends your portfolio to the moon.

Here's the thing we all know but rarely talk about: Everyone looks like a genius during altseason.

This is where most crypto investors get burned. They chase the hype, ignore fundamentals, and end up holding bags when the music stops.

As regular readers know, I don’t chase trends. You can do fine with that approach, but I'm here to help you build positions that make sense whether we get that beautiful blow-off top or not. That's exactly what this list represents.

These 10 altcoins hit all the criteria we've discussed in previous newsletters:

• Real utility driving genuine demand (not just speculation)

• Active development with teams that actually ship

• Institutional validation through partnerships and adoption

• Strong ecosystems with growing developer and user bases

For each pick, I share an optimal entry price and a selling price. Those are not rigid goals but general ranges that offer fair value. With altcoins, any price within 50% of the target is close enough. 

(You’ll notice Ethereum is not on the list. It’s a beast and a true success, but if I’m going to hold any crypto that large, I want to hold BTC.)

1. Chainlink (LINK) - Oracle Infrastructure Leader

Core Thesis

Chainlink connects blockchains to off-chain data and enables secure cross-chain communication. Major financial institutions and top DeFi protocols use Chainlink as an "oracle" to power applications that need real-world data. Almost every app that runs on a public blockchain needs an oracle. Chainlink is the biggest oracle network.

Fundamental Strengths

• Real-World Asset Integration: Chainlink serves as the data backbone for smart contracts, providing accurate, transparent, and secure information on the value, condition, and ownership of all categories of real assets.

• Institutional Adoption: Chainlink supports blockchain projects for Swift, Fidelity, DTCC, and other big entities.

Growth Drivers

• RWA tokenization market expansion

• Cross-chain interoperability demand

• Institutional blockchain adoption

Caveat

The team sells tokens fairly often and at their discretion.  

Optimal Entry Price: Below $18

Sell Above $136

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