I can now broadly categorize altcoins into 8 types.
1. Major Market Liquidity Altcoins: ETH, SOL, BNB, XRP, TRX, DOGE, ADA.
This group of altcoins is suitable for market timing judgments, not necessarily for profit, unless you have a large amount of capital.
2. On-chain Cash Flow Coins: AAVE, HYPE, UNI, PENDLE, JUP, GMX, AERO, LDO, SKY.
Coins associated with certain income, fees, trading volume, or protocol control rights, belonging to blue-chip retail investors.
3. New Public Chains and High FDV Infrastructure: SUI, APT, TIA, SEI, ARB, OP, STRK, MANTA, ZK, BLAST, possibly including the MONAD ecosystem.
Possessing luxurious financing and strong technical narratives, tokens launched on top exchanges with advanced TPS and other new technologies are also the most prone to scams.
4. AI + DePIN Category: TAO, RENDER, AKT, FET/ASI, IO, AR, FIL, ICP.
Currently the most loved sector among retail investors, representing an AI narrative premium in the crypto market.
5. RWA and Stablecoin Financials: ONDO, ENA, SKY, CFG, PAXG, LINK.
Institutional narratives, suitable for long-term players, but not every coin can capture the RWA dividends.
6. Meme and Attention Assets: Dogecoin native, SHIB, PEPE, WIF, BONK, FLOKI, PUMP-related ecosystems.
A microscope on market sentiment, judging whether altcoins have entered the bull market peak based on MEME and animal coins.
7. Gaming, SocialFi, and Consumer Apps: IMX, RON, GALA, SAND, MANA, FRIEND-type, Farcaster/Base ecosystem coins, currently only suitable for speculation and small circle exchanges.
8. Airdrop Aftermath Coins: ARB, OP, STRK, ZK, EIGEN, some Cosmos and modular ecosystem coins.