Reference source Bankless
Compiled by Odaily Golem (@web3_golem)
Bitcoin broke through $120,000 on July 14, reaching a new high, while the "King of Altcoins" ETH today broke through $3,100 with strong momentum. The market generally believes that the Altcoin season will begin in the next 1-2 months.
So, which Altcoins are worth watching right now? The Bankless analyst team has been predicting Altcoin price trends based on fundamentals. Odaily will compile the specific trend predictions and reasons for 8 Altcoins by the Bankless analyst team in this article, with 6 tokens being bullish and 2 tokens being bearish, for readers' reference.
[The rest of the translation follows the same professional and accurate approach, maintaining the original structure and meaning while translating to English.]Starting from April 30, Aave began accepting Pendle's principal tokens (PTs) as collateral for Ethena assets. On May 6, Aave expressed interest in providing credit for Uniswap LP positions through its GHO stablecoin. Introducing such special token types may bring new risks.
Maple Finance (SYRUP)
Track: DeFi
Reason: Continuous TVL increase, top-tier product yield
Prediction period: May 15, 2025 to August 15, 2025
Predicted token price: $0.31
Price performance to date: Up 48.15%
Maple Finance is one of the best-performing lending markets in the crypto space in 2025. Year-to-date, its deposit volume has grown parabolically by 677%, and its over-collateralized product has achieved significant success, being one of the highest-yielding on-chain investment opportunities in terms of risk profile.
Since SYRUP was listed on Binance spot market on May 6, its price surged significantly and attracted a new batch of token buyers. Moreover, this move seems to have brought publicity to Maple Finance itself, with its deposit volume growing by 37% since the announcement.
Therefore, the Bankless analyst team is bullish on SYRUP's subsequent performance, believing that as long as Maple Finance maintains its strong growth trajectory and above-market average yields, the token has room for appreciation.
However, the risk is that although Maple Finance has shown strong growth prospects in recent months, SYRUP's valuation is relatively high compared to its main competitors. Aave's fully diluted valuation (FDV) is 15% of its total locked value (TVL), while SYRUP reaches a relatively high FDV/TVL ratio of 34%.
Bearish Tokens
Derive (DRV)
Track: Exchange
Reason: Poor platform usage metrics despite Pro upgrade
Prediction period: July 10, 2025 to October 10, 2025
Predicted token price: $0.05
Price performance to date: Down 1.76%
Thanks to the release of the "Pro" version, Derive's token price more than doubled. Derive's "Pro" version provides traders with a customizable interface and reduces margin requirements for common multi-leg options strategies with clear risks (such as spread and butterfly options) by up to 60%. Lowering margin requirements can increase the number of options users can purchase and potentially improve the platform's fee generation capacity.
Although the DRV token price has continued to rise over the past month, key usage statistics have not substantiated this trend. Since February, DRV's total locked value has remained around $100 million, with trading volume and platform fees significantly declining during this period.
Therefore, the Bankless analyst team is bearish on DRV's subsequent performance, believing that despite the Pro upgrade improving capital efficiency, Derive's continued poor performance across multiple key indicators does not justify its rise.
Movement (MOVE)
Track: L2
Reason: Scandals galore, losing investor trust
Prediction period: May 1, 2025 to August 1, 2025
Predicted token price: $0.2
Price performance to date: Down 24.38%
At the beginning of 2025, the Bankless analyst team was already bearish on MOVE, with concerns that the $100 million Series B funding valued Movement Network at $3 billion, which was two-thirds lower than MOVE's then-current fully diluted valuation of $9 billion.
A previous CoinDesk report revealed details of how Movement Foundation insiders used market makers to sell MOVE tokens at artificially inflated prices after token generation, while exposing a network of co-founders and conflicted legal advisors. The embattled founder has been placed on indefinite leave after an internal investigation into market makers' "abnormal behavior".
Meanwhile, the much-anticipated early user "Movedrop" has been repeatedly delayed, events that have dampened ecosystem sentiment.
Therefore, the Bankless analyst team is again bearish on MOVE, believing that existing token holders may abandon this scandal-ridden network in favor of alternative options.
