Original ReferenceBankless
Translation｜Odaily Planet Daily Golem（@web3_golem）
Bitcoin broke through $120,000 on July 14, setting a new high, while at the same time, the "King of Altcoins," ETH, broke through $3,100 today, showing strong momentum. The general market view also suggests that the altcoin season will begin in the next 1-2 months.
So, which altcoins are worth accumulating right now? The analyst team at Bankless has been predicting the price trends of altcoins based on fundamentals, and Odaily Planet Daily will summarize the recent specific trend predictions and reasons for 8 altcoins from the Bankless analyst team in this article, with 6 tokens being bullish and 2 tokens being bearish, for readers' reference.
Bullish Tokens
Euler (EUL)
Sector: DeFi
Reason: Attractive product, continuous growth in TVL
Prediction Period: July 10, 2025, to October 10, 2025
Predicted Price at Time: $15.05
Price Performance to Date: Down 9.77%
Euler experienced rapid growth in 2025. On an annual cumulative basis, Euler's TVL increased tenfold, recently surpassing $1 billion last month. At the end of May, Euler launched EulerSwap, a "smarter DEX," integrating Euler's lending vault with Uniswap V4 to address inefficiencies such as idle funds, insufficient collateral utility, and costly rebalancing. The capital-efficient AMM design integrated with the lending market has become one of the latest trends in the DeFi space. With the deployment of EulerSwap, Euler now offers sufficient attractiveness in this field.
Therefore, the Bankless analyst team is bullish on EUL's subsequent performance, as this rapidly growing lending market may perform well in the coming months, provided that deposits can continue to grow.
However, as a lending market, the use of Euler's product is highly dependent on the demand for native crypto credit. Euler's high-risk cross-market re-collateralization mechanism may pose additional risks to depositors and token holders in the event of a crisis sweeping the entire market.
Pudgy Penguins (PENGU)
Sector: Metaverse
Reason: Mobile game launching soon, unlocking new token features
Prediction Period: May 8, 2025, to August 8, 2025
Predicted Price at Time: $0.01
Price Performance to Date: Up 220%
In April, Pudgy Penguin CEO Luca Netz announced a reward program for enthusiastic content creators, offering $2 for every 1,000 tweets and meme posts related to the PENGU token. Additionally, Pudgy Penguins partnered with NFL Rivals creator Mythical Games last year, planning to launch its own mobile game in 2025, with PENGU potentially becoming the native currency for in-game transactions.
Based on these reasons, the Bankless analyst team is bullish on PENGU's subsequent performance, believing that the token has further upside potential as savvy speculators attempt to get ahead of the upcoming Pudgy Penguin mobile game and the new features it will unlock for PENGU.
However, it is important to note that this dynamic may also lead the token into a classic "buy the rumor, sell the news" scenario, where the eventual game release and PENGU payment announcement trigger sell-offs, allowing early buyers to take profits.
Spark (SPK)
Sector: DeFi
Reason: Favorable relative valuation, airdrop selling pressure is easing
Prediction Period: June 18, 2025, to September 18, 2025
Predicted Price at Time: $0.05
Price Performance to Date: Down 24.47%
Since the airdrop on June 17, SPK has experienced significant declines, losing a quarter of its value just one day after the airdrop. While TGE typically leads to short-term selling pressure, the pullback may also provide an attractive entry price.
SPK's fully diluted valuation is $500 million, with an active loan volume close to $1.7 billion, making SPK a relatively value-oriented investment compared to some other competitive lending markets. For example, Morpho has an FDV of $1.3 billion and an active loan volume of $2.3 billion. Additionally, SPK holders can stake their tokens to earn Spark and Symbiotic points, which are expected to convert into liquid tokens at a future date.
However, due to subsidized point mining, SPK tokens will continue to be issued over the next 10 years. This future continuous selling pressure may suppress SPK prices.
Nonetheless, the Bankless analyst team still believes that SPK's subsequent performance may rise, as its favorable relative valuation in the market could lead to a surge once the immediate airdrop selling pressure eases.
Lido (LDO)
Sector: LST
Reason: Improved crypto staking and DeFi regulatory environment
Prediction Period: June 11, 2025, to September 11, 2025
Predicted Price at Time: $0.98
Price Performance to Date: Down 7.52%
On May 29, the U.S. Securities and Exchange Commission's Division of Corporation Finance confirmed that certain staking activities, including "custodial arrangements" where third parties hold crypto assets and manage staking operations, may be exempt from registration under the Securities Act. Additionally, on June 9, during the crypto working group's "Decentralized Finance Roundtable," SEC Chairman Paul Atkins stated that the commission is considering providing "innovation exemptions" for on-chain products and services to create rules for blockchain-based financial markets.
With the shift in the regulatory environment, the Bankless analyst team is bullish on LDO's subsequent performance, believing that under the hopes of positive staking and DeFi regulation, this token is worth holding as an Ethereum liquid staking token.
However, a risk to note is that Lido's market share is declining. Year-to-date, Lido's ETH staking market share has dropped from 28.2% to 25.29%; this key metric has been declining since the beginning of 2024. Furthermore, Lido's total ETH staked has decreased by 16% since peaking in March 2024.
Aave (AAVE)
Sector: DeFi
Reason: New highs in both TVL and active loans
Prediction Period: May 28, 2025, to August 28, 2025
Predicted Price at Time: $261.79
Price Performance to Date: Up 25.95%
Although Aave's TVL showed a downward trend in Q1 2025, in April, Aave's TVL and active loan metrics grew by over 50%, currently reaching new highs of $29.923 billion and $19.8 billion, respectively. Additionally, Aave's token buyback program began on April 9, and since its launch, it has repurchased a total of 61,000 AAVE, spending over $13 million, bringing over $7 million in profit to the DAO.
Therefore, the Bankless analyst team is bullish on AAVE's subsequent performance, believing that as long as ETH prices continue to rise, AAVE, as a typical lending market token for Ethereum, will benefit from the growing demand for leverage.
However, since April 30, Aave has begun accepting Pendle principal tokens (PTs) as collateral for Ethena assets. On May 6, Aave indicated its intention to provide credit for Uniswap LP positions through its GHO stablecoin. The introduction of such special token types may bring new risks.
Maple Finance (SYRUP)
Sector: DeFi
Reason: Continuous increase in TVL, product yields rank among the best
Prediction Period: May 15, 2025, to August 15, 2025
Predicted Price at Time: $0.31
Price Performance to Date: Up 48.15%
Maple Finance is one of the best-performing lending markets in the cryptocurrency space in 2025, with its deposit volume experiencing a parabolic growth of 677% year-to-date, and its over-collateralized products achieving significant success, making it one of the highest-yielding investment opportunities on-chain in terms of risk profile.
Since the launch of SYRUP spot trading on Binance on May 6, the price of SYRUP has surged significantly, attracting a new wave of token buyers. Additionally, this move seems to have brought publicity to Maple Finance itself, with its deposit volume increasing by 37% since the announcement.
Therefore, the Bankless analyst team is bullish on SYRUP's subsequent performance, believing that as long as Maple Finance can maintain a strong growth trajectory and its yields above the market average, this token has room for appreciation.
However, the risk is that while Maple Finance has shown strong growth prospects in recent months, SYRUP's valuation remains relatively high compared to major competitors. Aave's fully diluted valuation (FDV) is 15% of its total locked value (TVL), while SYRUP has a relatively high FDV/TVL ratio of 34%.
Bearish Tokens
Derive (DRV)
Sector: Exchange
Reason: Despite the Pro upgrade, platform usage metrics remain poor
Prediction Period: July 10, 2025, to October 10, 2025
Predicted Price at Time: $0.05
Price Performance to Date: Down 1.76%
Thanks to the release of the "Pro" version, the price of Derive's token has more than doubled. Derive's "Pro" version offers traders a customizable interface and reduces the margin requirements for common multi-leg options strategies with clear risks (such as spread options and butterfly options) by up to 60%. Lowering margin requirements can increase the number of options users can purchase and potentially enhance the platform's fee generation capability.
Although the price of the DRV token has continued to rise over the past month, key usage statistics have failed to support this upward trend. Since February, the total locked value of DRV has hovered around $100 million, while trading volume and platform fees have significantly declined during this period.
Therefore, the Bankless analysis team is bearish on DRV's subsequent performance, believing that despite the Pro upgrade improving capital efficiency, Derive's continued poor performance across multiple key metrics fails to justify its rise.
Movement (MOVE)
Sector: L2
Reason: Scandals abound, loss of investor trust
Prediction Period: May 1, 2025, to August 1, 2025
Predicted Price at Time: $0.20
Price Performance to Date: Down 24.38%
At the beginning of 2025, the Bankless analyst team was bearish on MOVE, citing concerns that the $100 million Series B funding valued Movement Network at $3 billion, which was two-thirds lower than MOVE's then fully diluted valuation of $9 billion.
Previous reports from CoinDesk revealed details of how insiders at the Movement Foundation used market makers to artificially inflate the price of MOVE tokens after their generation, while exposing a network of co-founders and conflicted legal advisors. The troubled founder has been on indefinite leave following an internal investigation due to "abnormal behavior" by market makers.
Meanwhile, the previously highly anticipated early user "Movedrop" has been delayed multiple times, events that have dampened the ecosystem's sentiment.
As a result, the Bankless analyst team is again bearish on MOVE, believing that existing token holders may abandon this scandal-ridden network in favor of other alternatives.
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