The summer of DeFAI is coming, are you ready?

By Diego, Twitter blogger

Compilation: Tim, PANews

This article represents the views of the author only and does not constitute investment advice.

Over the past week, we have witnessed a significant rally in the DeFAI track, with most of the top tokens such as ANON, GRIFFAIN, RSS3, and PAAL achieving 30% to 70% price growth.

The bullish trend in the crypto market has finally reappeared, with the price of Bitcoin returning to $88,000 and Ethereum breaking through $2,000.

With the macro economy improving and the Fed cutting interest rates on the horizon, the perfect storm of the DeFAI bull market is becoming a reality.

In today's article, we will first analyze the recent DeFAI market dynamics.

Then, I'll elaborate on why I think DeFAI is going to be one of the most successful crypto narratives in 2025.

Finally, I will present my personal DeFAI portfolio to give you an idea of my betting plans for the current market.

DeFAI market dynamics

The numbers don't lie, and over the past week, we've observed that DeFAI has shown impressive relative strength relative to all other narratives.

In terms of price performance, DeFAI is the best-performing narrative, with an average increase of 37% over the past seven days alone.

DeFAI was the strongest market hotspot in January, but the market crashed in February and March, bringing DeFAI's bull market to a standstill.

Today, after two months of bear market, we finally see the right time to enter the market.

If Bitcoin and Ethereum suddenly skyrocketed and pulled out a few long white candlesticks, can you imagine how the market capitalization of the DeFAI track (which is currently less than $1 billion) will change?

DeFAI is an innovation, but also a "cult"

But why is DeFAI the best performing track of all the narratives in the crypto space (games, NFTs, Memecoin, Layer 1, abstraction)?

In my opinion, DeFAI is going to be the strongest crypto narrative for the following reasons:

DeFAI is the successor to DeFi, which was the dominant narrative in the 2020/2021 bull cycle. DeFi (and DeFAI by extension) is the core reason why blockchain technology is used on a daily basis, and it is also the area where users, money, and attention are most concentrated.
The first products of DeFAI have already gone live, which means that we are not betting on abstract future concept projects, but rather investing in companies that are actually operating and continuing to revolutionize the DeFi experience. These companies have earned millions of dollars in fee earnings.
DeFAI is also a community-driven narrative. From my own experience, this is absolutely true. Hundreds of DeFAI enthusiasts interact with me every time I post on Platform X, and the hundreds of thousands of impressions are always getting on my posts, which is a sign that there are many people who are following DeFAI and its future developments.
DeFAI is also one of the areas that developers are currently paying attention to. In recent months, I have been in close communication with a number of core founders in the DeFAI ecosystem, including Daniele from HeyAnon, R from Fungi Agent, Bebis from Cod3x, James Ross from Mode Network, and many more. These builders are focused on creating the next wave of DeFAI, and I am confident that they will make that vision a reality."

DeFAI Personal Portfolio

I'm not a big fan of revealing my holdings, but I believe now is the right time to snap up DeFAI tokens before the masses FOMO or yet, before the market frenzy has completely swallowed up reason.

I won't disclose the exact size of my wallet, but I will disclose the percentage of each token in my portfolio.

Here's my personal DeFAI wallet:

MY BIGGEST HOLDINGS RIGHT NOW ARE ANON AT 35% OF MY PORTFOLIO, MODE AT 15%, AIXBT AT 13%, BNKR AND VIRTUAL EACH 8%, CDX, GRIFFAIN AND PAAL AT 5%. FINALLY, MAIGA, GATSBY AND BUZZ HAVE SMALLER HOLDINGS AT 2% EACH.

Are you ready for the DeFAI bull market?

DeFAI is always evolving, and you can still be part of the process, especially before the overall track size exceeds $1 billion.

The DeFAI bull market will be brilliant, and we will work together to win in this wave of crypto.

45.9K

The content on this page is provided by third parties. Unless otherwise stated, OKX TR is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX TR. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX TR is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.