Market Overview
The cryptocurrency market has demonstrated resilience in April 2025, with Bitcoin reclaiming the $90,000 level after a brief dip to $74,000 earlier this month. This rebound was fueled by a 90-day tariff pause announcement, which also revitalized the altcoin market—many altcoins posted double or even triple-digit gains.
Bitcoin’s dominance continues to rise, supported by institutional ETF inflows and large-wallet accumulation. While altcoins have lagged slightly, growing optimism around spot ETF filings for Solana, XRP, and others suggests a potential altcoin season may be imminent.
Portfolio Adjustments
Our Top 10 rule remains unchanged: if a coin can’t outperform Bitcoin, it doesn’t belong here. This month, we’ve made strategic shifts to align with emerging trends:
New Additions
- STX: Leading Bitcoin Layer-2, offering exposure to BTC smart contracts and strong BTC pairing performance.
- EIGEN: Reclaims an uptrend against BTC, adding balanced exposure to the ETH ecosystem without relying on the fading ETH-ETF narrative.
Removals
- RAY: Momentum has slowed; shifting away from overcrowded Solana trades.
- DOGE: With POPCAT covering the meme sector, we’re consolidating for higher-conviction plays.
DEEP retains its spot due to consistent higher highs against BTC and its role in Solana’s DeFi ecosystem. CETUS moves to our long-term watchlist.
Key Narratives Driving May’s Picks
- Bitcoin Layer-2s: STX leads the charge in BTC scalability.
- Solana DeFi: DEEP and other Solana-based assets benefit from ecosystem growth.
- ETH Ecosystem Revival: EIGEN’s resurgence signals renewed interest.
👉 Explore Bitcoin Layer-2 opportunities
FAQ Section
Q: Why remove DOGE?
A: With POPCAT already covering meme coins, we prioritize assets with stronger fundamentals and technical setups.
Q: What makes STX a top pick?
A: STX’s unique position as a Bitcoin L2 and its outperformance against BTC make it a standout.
Q: Is altcoin season coming?
A: Signs point to yes—ETF filings and improving BTC/altcoin ratios suggest growing momentum.
Final Thoughts
While macroeconomic uncertainties persist, strategic positioning in high-growth narratives (like Bitcoin L2s and Solana DeFi) remains critical.
👉 Stay ahead with our portfolio updates
Disclaimer: Prices are as of 24/04/2025. Always conduct your own research.