Table of Contents#
Solana (SOL)
Chainlink (LINK)
NEAR Protocol (NEAR)
Ethereum (ETH)
XRP (Ripple)
What should traders focus on this month?
Final Opinion
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October has traditionally been seen as a key month for the recovery of the crypto market, and this year's "Uptober" seems to be brewing a deeper transformation. With Bitcoin showing strong signs, historical patterns indicate that altcoins often rise in tandem. However, the market backdrop for 2025 is more complex: the approval of spot ETFs is entering a critical window, the market liquidity structure is being reshaped, and on-chain data is revealing early signals of capital rotation. In this context, which assets are most likely to stand out?
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Solana (SOL)
Current Narrative: High-performance infrastructure king attracts institutional favorWhy it’s worth paying attention to: Solana continues to solidify its leading position in the high-speed public chain field with its outstanding TPS performance and thriving dApp ecosystem. Especially under the expectation that Layer 1 ETF products outside of Ethereum may expand, Solana has become a focal point for institutional investors.
Potential Catalysts:
- Continuous network optimization and upgrades to improve stability and decentralization.
- Intensive launch of DeFi and GameFi projects, driving user activity.
- ETF-related rumors stimulating market interest in high liquidity blue-chip altcoins.
Risk Warning: Despite strong technical capabilities, past issues of network interruptions due to congestion may still trigger sell-offs when market sentiment reverses.
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Chainlink (LINK)
Current Narrative: Data bridge supports a new round of DeFi explosionWhy it’s worth paying attention to: As the core oracle network connecting off-chain data with smart contracts, Chainlink often reacts first during the DeFi recovery cycle. Its underlying infrastructure position allows it to quietly accumulate momentum before mainstream attention arrives.
Potential Catalysts:
- New lending protocols and derivatives platforms integrating LINK price feed services.
- Active developer community with ongoing progress in cross-chain interoperability.
- Recent awards at the SWIFT fintech hackathon enhancing industry recognition.
Risk Warning: LINK prices typically lag behind the overall altcoin season's initiation, with relatively mild volatility, requiring patience to hold for value release.
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NEAR Protocol (NEAR)
Current Narrative: Developer-friendly public chain quietly risesWhy it’s worth paying attention to: NEAR is gradually being viewed as a potential stock in the Layer 1 track, attracting emerging projects with its efficient sharding technology and simple developer experience. Especially with the rise of AI and RWA (real-world asset) tokenization trends, NEAR's strategic layout is quite forward-looking.
Potential Catalysts:
- Multiple new DeFi protocols launching on the Aurora EVM-compatible layer.
- Collaborations with fintech companies to explore AI + blockchain application scenarios.
- Q3 2025 data shows significant user growth, accelerating ecosystem expansion.
Risk Warning: Ecosystem development highly relies on continuous developer investment; if the growth rate of innovative projects slows, it may affect market enthusiasm.
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Ethereum (ETH)
Current Narrative: Industry cornerstone welcomes a new chapter of expansionWhy it’s worth paying attention to: As the absolute core of the DeFi and NFT ecosystem, Ethereum remains one of the top choices for institutional allocation of digital assets. With the advancement of the Dencun upgrade, proto-danksharding will significantly reduce Layer 2 transaction costs, further solidifying its long-term competitiveness.
Potential Catalysts:
- Upcoming key upgrades enhancing scalability and usability.
- High staking participation rate, with deflationary mechanisms continuing to play a role.
- Market discussions on the likelihood of ETH spot ETF approval replicating BTC's successful path.
Risk Warning: Due to its large market capitalization, ETH's price increases are usually not as dramatic as those of smaller coins, making it suitable for conservative investors.
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XRP (Ripple)
Current Narrative: Clarification of regulatory expectations ignites institutional demandWhy it’s worth paying attention to: XRP has recently made headlines, mainly benefiting from massive capital inflows and optimistic expectations surrounding the approval of spot ETFs. Ripple's ongoing practical applications in cross-border payments and central bank digital currency settlements provide solid fundamental support.
Potential Catalysts:
- The U.S. SEC's decision on XRP spot ETF is expected to be revealed in mid to late October.
- Deepening collaborations with global financial institutions to expand remittance and settlement networks.
- Technical charts indicate the price may break through the key resistance level of $3.70.
Risk Warning: Policy direction remains the biggest variable; any unfavorable regulatory news could lead to sharp short-term corrections.
What should traders focus on this month?
- ETF approval dynamics: Progress on Solana and XRP's ETFs may trigger large-scale capital reallocation.
- Bitcoin trends: Whether BTC can stabilize above $120,000 directly affects the overall atmosphere for altcoins.
- On-chain liquidity signals: Increased stablecoin issuance and whale address accumulation reflect a rebound in risk appetite.
- Macro policy environment: The Federal Reserve's interest rate decisions and future rate cut pace will continue to dominate market liquidity.
If Bitcoin's upward momentum stalls or ETF approvals fall through, the altcoin market may cool rapidly. It is advisable to manage positions reasonably and strengthen risk management.
Final Opinion
October 2025 is highly likely to become a turning point for the altcoin market. Although "October rise" has become a consensus in the market, not all projects will equally share the dividends. Truly long-term potential assets are often those with clear event-driven catalysts, ample liquidity, and real on-chain activity support. In the face of speculative fervor, a strategy of "gradually building positions and cashing out in batches" should be adopted rather than going all in.