Altcoin Bull Run 2025: 10 Tokens Bankless Is Bullish On

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The altcoin season is officially heating up. After months of Bitcoin dominance overshadowing the broader crypto market, signs are now pointing to a significant shift in momentum. As of late November 2024, altcoin market capitalization nearly doubled within a single month, while Bitcoin’s market share dropped to just 51.4%, according to TradingView data. This marks a pivotal moment—many analysts believe BTC’s dominance has broken through long-term support levels, signaling the start of a new phase in the bull cycle.

With this shift comes a fresh wave of investor interest: Which altcoins should you watch? Bankless, a leading voice in decentralized finance insights, has identified 10 tokens that its analyst team is currently bullish on over the next three months. These range from established DeFi leaders to emerging narratives like AI and SocialFi.

Below is a detailed breakdown of each token, the rationale behind the bullish outlook, and how they've performed since their predictions were made.

Recent Prediction Accuracy: A Reality Check

Before diving into future outlooks, it’s important to assess past performance. Between late November and early December 2024, 10 of Bankless’ time-bound predictions expired. The overall accuracy rate stood at 40%, indicating that while some calls missed the mark, others delivered strong gains.

Notable underperformers:

Surprise outperformers (predicted to fall but rose sharply):

Tokens where predictions aligned with actual movement:

However, some reversals were extreme—Kamino (KMNO) surged 206.37% despite a bearish call, highlighting the volatility and unpredictability inherent in early-stage crypto markets.

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Top 10 Altcoins Bankless Is Bullish On

Aave (AAVE) – Leading DeFi Lending Protocol

Aave continues to strengthen its position as one of the most trusted lending platforms in DeFi. Over the past 30 days, total active loans reached $12.51 billion**, up 46%, with net deposits growing to **$31.37 billion—a 49% year-over-year increase.

High demand for leveraged positions has driven borrowing rates upward—USDT on Aave now yields around 37% APY, fueling protocol revenue growth by 63%. Despite this fundamental strength, AAVE’s price has only risen about 16%, suggesting undervaluation relative to earnings.

Bankless analysts maintain a bullish stance, citing ongoing ecosystem upgrades and increasing capital efficiency as key drivers for future price appreciation.

Instadapp (INST) – Innovation in DeFi Aggregation

Instadapp’s new product, Fluid, a hybrid between a money market and a DEX, launched in November and quickly gained traction. Within weeks, it surpassed $1 billion in trading volume and now ranks fifth in daily volume on Ethereum.

What sets Fluid apart is its dual-income model: users earn from both lending and trading fees. Additionally, debt positions generate trading revenue that offsets borrowing costs—an innovative mechanism boosting capital efficiency.

This rapid adoption signals strong product-market fit. Bankless believes INST is well-positioned to capture value as Fluid expands across chains and integrates deeper into DeFi workflows.

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anoncast (ANON) – SocialFi Experiment Backed by Vitalik

Despite recent price weakness, Bankless remains optimistic about ANON due to its unique social experiment built on zero-knowledge proofs. The token enables anonymous posting via Farcaster, with higher-tier holders able to promote or remove posts on X/Twitter.

The narrative shifted dramatically when Ethereum co-founder Vitalik Buterin purchased over 30,000 ANON tokens, sparking community interest. While lacking traditional fundamentals, the project thrives on novelty and engagement.

If more users participate in this privacy-first communication layer, ANON could go viral—especially in an era increasingly concerned with digital identity and censorship resistance.

Near Protocol (NEAR) – Bridging Blockchain and AI

NEAR is making waves with its ambitious plan to build a 1.4 trillion-parameter open-source AI model, three times larger than Meta’s Llama. Funded through NEAR token sales, the project aims to run on a decentralized compute network.

Co-founder Illia Polosukhin’s background in machine learning adds credibility. If successful, this initiative could attract developers and capital from both Web3 and AI communities.

Bankless sees NEAR as uniquely positioned at the intersection of two powerful trends: scalable blockchains and decentralized AI infrastructure.

Solana (SOL) – Momentum Driven by Macro and Market Sentiment

After a cautious stance earlier in the year, Bankless turned bullish on SOL following positive macro developments, including favorable U.S. election outcomes and renewed optimism around crypto regulation.

Solana’s ecosystem remains robust, with growing activity in DeFi, NFTs, and particularly meme coins—driving increased transaction volume and MEV opportunities.

With potential catalysts like a spot ETF on the horizon, SOL could see further upside if institutional interest returns.

Helium Network (HNT) – Real-World Infrastructure Growth

Helium Mobile user growth and strategic telecom partnerships have reignited interest in HNT. Network data usage has doubled since July, driven by increasing adoption of decentralized wireless networks.

Partners like Telefonica are expanding IoT connectivity, suggesting long-term utility beyond speculation. As real-world use cases scale, HNT may see stronger alignment between price and underlying network value.

Pendle Finance (PENDLE) – Yield Optimization in a Bull Market

After surviving a major token unlock in September without significant price impact, Pendle has rebounded with growing TVL and stable yields. Its innovative "yield-tranching" model remains popular among sophisticated DeFi users.

In a rising market, demand for structured yield products typically increases—making PENDLE a prime candidate for continued growth.

Lido (LDO) & Uniswap (UNI) – Regulatory Optimism Boosts Ethereum Ecosystem

Both LDO and UNI benefited from post-election optimism surrounding potential regulatory relief under a Trump administration.

For LDO, hopes center on reduced SEC pressure over stETH’s classification as a security. For UNI, optimism stems from potential fee-sharing mechanisms that could turn the token into a yield-bearing asset.

LDO is up 56.72%, UNI up 65.12% since their respective predictions—reflecting strong sentiment toward Ethereum-based assets.

Jito (JTO) – Solana’s Leading Liquid Staking Token

Jito dominates Solana’s liquid staking landscape with record-high TVL and rising MEV revenue driven by meme coin activity. High slippage in low-liquidity pools generates substantial tips for validators and JTO stakers.

As Solana’s ecosystem expands, JTO stands to benefit disproportionately from increased network usage and staking demand.

Frequently Asked Questions (FAQ)

Q: What defines an "altcoin season"?
A: An altcoin season occurs when non-Bitcoin cryptocurrencies outperform BTC in terms of price growth and market attention. It often follows periods of Bitcoin dominance and coincides with increased risk appetite in the market.

Q: Why did Bankless change its stance on Solana and Uniswap?
A: Shifts in macro sentiment—particularly around U.S. election results and regulatory expectations—led to renewed confidence in major ecosystems like Solana and Ethereum, prompting revised bullish outlooks.

Q: Is anoncast (ANON) a good investment despite its drop?
A: It carries high risk due to lack of intrinsic utility, but viral potential exists thanks to Vitalik Buterin’s endorsement and growing curiosity around anonymous social layers.

Q: How reliable are these three-month price predictions?
A: While based on fundamental analysis and market trends, crypto markets are highly volatile. A 40% short-term accuracy rate shows that even expert predictions require cautious interpretation.

Q: Can NEAR really compete in the AI space?
A: Its decentralized compute vision differentiates it from centralized AI players. Success depends on execution, funding stability, and developer adoption—but the narrative is compelling.

Q: Should I invest based on these predictions?
A: These insights are for informational purposes only and should not be taken as financial advice. Always conduct your own research before making investment decisions.

Final Thoughts

The altcoin rally of late 2024 is more than just speculation—it reflects growing confidence in real utility, innovation, and macro tailwinds. From DeFi powerhouses like Aave and Pendle to narrative-driven plays like NEAR and ANON, opportunities abound for informed investors.

As always, diversification, due diligence, and risk management remain critical.

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