Still Waiting on the 2025 Bull Run? Here's Where I'm Placing My Bets

In a year of uncertainty, these are the five projects I’m doubling down on

Without question, 2025 has proven to be dud for crypto, so far. Personally, I expected to be fully immersed in an epic Crypto Bull Run by this point of the year, but so far I have been epically wrong.

Sigh…

To start the year, things seemed to be well positioned for a groundbreaking new age in crypto, however the script has not exactly played out as envisioned. There are several reasons for this. The typical “four year cycle” theory may have finally run its course and there are still way too many useless projects out there competing for limited financial resources, but to me the biggest issue has been one of the very things that seemed to be a big advantage when the year began: Donald Trump.

The Trump Effect

Donald Trump re-entered office as the “pro-crypto candidate”, but so far he has created more chaos in the markets than fireworks. While it is true that his administration holds a more positive public attitude towards the asset class, some of his moves have only served to create uncertainty and skepticism. First, there was the ill-conceived TRUMP coin debacle, which served to enrich his inner circle, but has done little to help the industry overall. Then there was the underwhelming rollout of his Bitcoin National Reserve policy. Finally, and probably most significant, have been the uneven market reaction to the tariffs. While it remains to be seen how they will eventually play out over time, there is no question in the short term they have scared the daylights out of investors and soured consumer sentiment. There is certainly time for him to turn things around, but none of these things have helped boost the chances of a Crypto Bull Run to start in 2025.

Still despite some of the missteps to start the year, hope is still alive for a massive turnaround. The next Bull Run may not look like past ones, but there are still some significant factors we can foresee coming which include:

Rising Global Liquidity

Liquidity is coming back to the markets. While we have yet to see the money printers kicked into high gear yet in the United States, global liquidity is rising. Countries like China are responding to tariffs with stimulus packages, and the assumption is at some point in the near future, the US will reverse course on quantitative tightening. During the Covid years, when the market was awash in money, many crypto projects hit insane highs that most have failed to see again in recent years. That could be changing relatively soon.

The Fed Will Give In To Trump

Trump has been pushing for Jerome Powell, the acting Chair of The Fed, to take action, and so far he has resisted the President’s overtures in the attempt to maintain a neutral posture towards markets. However with Recession fears rising and tariff wars potentially looming, sooner or later, they will be forced to react. Market makers believe that there will be at least FOUR rate cuts in 2025 to slash interest rates, and when they start to drop in the coming months, the effect on crypto will be profound.

Widespread Industry Acceptance and Growth

As it matures, crypto continues to gain legitimacy. Already, Powell has signaled support regarding increased regulation for stablecoins and increased crypto banking options. This will increase legitimacy and ease consumer fears which will both serve to increase the general appeal of the asset class.

On top of this, more of the larger financial institutions continue to offer new ETF options. Originally we only saw investment vehicles for things like Bitcoin and Ethereum, but now a wide range of tokens such as Ripple, Solana, Doge and more are being included in offerings, and this will likely continue to build both awareness and trust in some of the more solid projects.

All of these things could contribute very positive momentum in crypto price action in the 2nd half of 2025.

How I’m Navigating the Crypto Chaos

Even though I have been disappointed with how the year has started for crypto, the key to successful trading is to learn from mistakes and pivot effectively. There are a couple things I am doing to reorient myself moving forward.

One move I’ve made is to consolidate my positions from over 20 projects into a more manageable five. Previously I was invested in too many speculative projects, which in hindsight was not smart, given the lack of liquidity in the market. For now, I’ve reconfigured my holdings into the projects I have the highest long-term convictions for. These are:

Bittensor ($TAO)

The only high market cap project ($3.2B) in my portfolio, TAO has separated itself as the crypto king of AI, and has tokenomics similar to Bitcoin that ensure long-term success. This is a blue chip project that continues to grow with the launch of new subnets and the ability to stake TAO in the most promising ones.

Quantum Fusion ($QF)

The fastest L1, built for AI applications is still at only a $20M MC and will soon launch their testnet. This could do a Solana-like move shortly thereafter.

Agoras ($AGRS)

Another innovative AI play that will soon be launching their own testnet. Agoras, which has long been in development, could be on the verge of rewriting the way AI is traditionally offered with their reasoning model. While it remains to be seen if they can deliver the groundbreaking product they claim to have on their hands, but if they do, this $13M mc will skyrocket into the billions.

Morphware ($XMW)

Currently valued at a $135M market cap, this one has been rising in recent weeks with its focus on utility. Morphware is another AI play, but one that is backed with cutting edge hardware and cheap energy costs, which makes it a money printer for its mining operations. Recently announced deals with clients such as Nike, Honda, and Adidas show that big business is starting to take notice.

Alkimi ($ADS)

Ad fraud is a huge problem and the Alkimi solution is one that makes sense. That is why they have been exponentially growing to the point they are currently performing more than 10M transactions a day. With a profitable company that is reinvesting back into the project and tackling a very expensive problem for publishers, the future looks bright.

I still have some small amounts locked in other projects, but for the time being, these five projects will be the only ones I will be adding to moving forward.

Hold and Chill

The other thing I’ve been doing is to exercise more patience. We all want to see the market reacting quicker and gains increasingly at a blistering pace, but there are realities as to why this will not happen as easily as in the past. So I am going to continue to hold and build larger positions in the projects I have the most confidence in. These projects are ones that are continuing building and innovating AND communicating with holders. Eventually the cream will rise to the top and I have strong belief in my five chosen projects over the long term.

Despite the lackluster start to the year, I still remain bullish on 2025. In recent weeks we have started to see some projects beginning to rebuild momentum, and the pace of this should only continue as tariff questions get answered and consumers start to feel better about the direction of the market. Here is to better Green Days ahead!

Share Your Thoughts!

What projects are you most bullish on? Would love to know what you are holding and why you think it could be a project to investigate!

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