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The days of broad altcoin rallies are over, and only fundamentally strong projects will see gains in 2025, warns CryptoQuant CEO Ki Young Ju.
As the market shifts toward selective altseason, Ju predicts that upcoming crypto ETF approvals, sustained user engagement, and revenue generation will be the key drivers determining which altcoins succeed.
Altcoins Likely to Outperform in 2025: 1. Potential ETF approvals 2. Sustainable attention drivers 3. Revenue-generating projects The era of everything pumping is over. It’s a selective altseason—most altcoins won’t make it.
ETF optimism grows beyond Bitcoin and Ethereum
While Bitcoin and Ethereum have dominated ETF discussions, analysts now anticipate approvals for altcoin ETFs in the coming months.
Bloomberg’s James Seyffart and Eric Balchunas estimate a 90% approval chance for Litecoin ETFs, 75% for Dogecoin, 70% for Solana, and 65% for Ripple (XRP).
Our official alt coin ETF approval odds are out. Litecoin leads w 90% chance, then Doge, followed by Solana and XRP. We are only doing for 33 Act $IBIT-esque filings. But def poss to see futures or Cayman-subsidiary type 40 Act stuff get through as well.
Institutional interest is already ramping up, with Franklin Templeton filing for a Solana spot ETF, signaling confidence in the asset’s long-term potential.
🚨BREAKING: Franklin Templeton, managing over $1.2 trillion in assets, has filed a “FRANKLIN @SOLANA TRUST” in Delaware. This signals that a spot ETF filing may be coming, as this was the process followed by Bitwise and other ETF filings.
Meanwhile, Brazil is set to launch the world’s first XRP spot ETF—the Hashdex Nasdaq XRP Fund—which has been listed as pre-operational by the country’s securities regulator.
Trump administration fuels pro-crypto sentiment
The pro-crypto stance of US President Donald Trump’s administration and the more accommodating approach of SEC Acting Chairman Mark Uyeda is also driving investor confidence.
Uyeda, widely regarded as crypto-friendly, could play a key role in shaping regulatory clarity that benefits altcoin investments.
Ju emphasizes that beyond ETF approvals, altcoins must demonstrate real-world adoption and consistent transaction activity to attract investors.
Unlike past cycles driven by speculation, today’s market favors ecosystems with high user engagement and strong fee generation.
Revenue sustainability is another crucial factor.
Instead of riding hype cycles, Ju argues that only projects with robust business models will thrive in the long run.
As the crypto market matures, institutional investors and retail traders alike are shifting focus toward fundamentally sound altcoins rather than speculative plays.
With ETF approvals on the horizon, institutional adoption growing, and macro conditions evolving, the altcoin market is entering a new phase—one where only selective, high-quality projects will see significant gains.
As Ju puts it, “The era of everything pumping is over.”
Investors looking to navigate altseason 2025 may need to rethink their strategy, focusing on strong fundamentals rather than short-term hype.
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