Original reference Bankless
Compiled by Odaily Planet Daily Golem ( @web3_golem )
Bitcoin broke through $120,000 on July 14, setting a new high. At the same time, the king of altcoins ETH broke through $3,100 today, showing a strong trend. The general market view is that the altcoin season will begin in the next 1 to 2 months.
So, what altcoins are worth ambush at the moment? Bankless’s analyst team has been predicting the price trend of altcoins based on fundamentals. In this article, Odaily Planet Daily will sort out the Bankless analyst team’s recent specific trend predictions and reasons for 8 altcoins, including 6 tokens that are bullish and 2 tokens that are bearish, for readers’ reference.
Bullish Tokens
Euler (EUL)
Track: DeFi
Reason: The product is attractive and TVL continues to grow
Forecast period: July 10, 2025 to October 10, 2025
Predicted price: $15.05
Prediction of currency price performance so far: down 9.77%
Euler has experienced rapid growth in 2025. On a cumulative year-over-year basis, Eulers TVL has increased 10x, just surpassing $1 billion last month. At the end of May, Euler launched EulerSwap, a smarter DEX that integrates the Euler lending vault with Uniswap V4 through hooks to address inefficiencies such as idle funds, insufficient collateral utility, and costly rebalancing. Capital-efficient AMM designs integrated with lending markets have become one of the latest crazes in the DeFi space. With the deployment of EulerSwap, Euler now offers enough traction in this space.
Therefore, the Bankless analyst team is bullish on EULs subsequent performance, and this fast-growing lending market may perform well in the coming months, provided that deposits continue to grow.
But as a lending market, the use of Euler products is highly dependent on the demand for native crypto credit. Euler’s high-risk cross-market re-hypothecation mechanism could pose additional risks to depositors and token holders in the event of a market-wide crisis.
Pudgy Penguins (PENGU)
Track: Metaverse
Reason: Mobile games are coming soon, unlocking new features of tokens
Forecast period: May 8, 2025 to August 8, 2025
Predicted price: 0.01 USD
Prediction of currency price performance so far: up 220%
In April, Pudgy Penguin CEO Luca Netz announced an event to reward passionate content creators, with $2 for every 1,000 tweets and memes around the PENGU token. At the same time, Pudgy Penguins partnered with NFL Rivals creator Mythical Games last year and plans to launch its own mobile game in 2025, and PENGU may become the native currency for in-game transactions.
For the above reasons, the Bankless analyst team is bullish on PENGU’s subsequent performance and believes that the token has the potential to rise further as savvy speculators try to get a sneak peek at the upcoming Pudgy Penguin mobile game and the new features it will unlock for PENGU.
But it’s important to note that this dynamic could also put the token in a classic “buy the news, sell the news” scenario, where eventually the game launch and PENGU payment announcement trigger a sell-off and early buyers take profits.
Spark (SPK)
Track: DeFi
Reason: Relative valuation is favorable, short selling pressure is weakening
Forecast period: June 18, 2025 to September 18, 2025
Predicted price: 0.05 USD
Prediction of price performance so far: down 24.47%
SPK has endured significant declines since its June 17 airdrop, losing a quarter of its value in just one day after the airdrop. While TGEs typically lead to short-term selling pressure, a pullback may also provide an attractive entry price.
With a fully diluted valuation of $500 million and active loans of nearly $1.7 billion, SPK is a relative value investment compared to some other competitive loan markets. For example, Morpho has a FDV of $1.3 billion and active loans of $2.3 billion. In addition, SPK holders can stake their tokens to earn Spark and Symbiotic points, which are expected to be converted into liquid tokens at a future date.
However, due to the subsidy for point mining, SPK tokens will continue to be issued in the next 10 years. This continued selling pressure in the future may push down the price of SPK.
However, the Bankless analyst team still believes that SPK’s subsequent performance may rise, because as its relative valuation in the market is favorable, the token may usher in a wave of increases once the immediate airdrop selling pressure weakens.
Lido (LDO)
Track: LST
Reason: Crypto staking and DeFi regulatory environment improves
Forecast period: June 11, 2025 to September 11, 2025
Predicted price: $0.98
Prediction of currency price performance so far: down 7.52%
On May 29, the U.S. Securities and Exchange Commissions Division of Corporation Finance confirmed that certain pledge activities, including custodial arrangements where third parties hold crypto assets and manage pledge operations, are exempt from registration under the Securities Act. At the same time , at the June 9 Crypto Working Groups Decentralized Finance Roundtable, U.S. Securities and Exchange Commission Chairman Paul Atkins said that the commission is considering providing innovation exemptions for on-chain products and services to create rules for blockchain-based financial markets.
As the regulatory environment shifts, the Bankless analyst team is bullish on LDO’s subsequent performance, believing that with the hope of active staking and DeFi regulation, the token is an Ethereum liquidity staking token worth holding.
However, the risk to be aware of is that Lidos market share is declining. Year-to-date, Lidos ETH staking market share has fallen from 28.2% to 25.29%; this key metric has been declining since the beginning of 2024. In addition, Lidos total ETH staking has fallen by 16% since its peak in March 2024.
Aave (AAVE)
Track: DeFi
Reason: TVL and active loans both hit new highs
Forecast period: May 28, 2025 to August 28, 2025
Predicted price: $261.79
Prediction of currency price performance so far: up 25.95%
Although Aaves TVL showed a downward trend in Q1 2025, in April, Aaves TVL and active loan indicators increased by more than 50%, reaching new highs of $29.923 billion and $19.8 billion respectively. At the same time, Aaves token repurchase plan started on April 9. Since its launch, it has repurchased a total of 61,000 AAVEs, spending more than $13 million, and bringing more than $7 million in profits to the DAO.
Therefore, the Bankless analyst team is bullish on AAVEs subsequent performance, believing that as long as the price of TEH continues to rise, AAVE, as a typical lending market token on Ethereum, will be able to benefit from the growing demand for leverage.
But since April 30, Aave has begun accepting Pendle Principal Tokens (PTs) as collateral for Ethena assets. On May 6, Aave expressed its intention to provide credit for Uniswap LP positions through its GHO stablecoin. The introduction of such special token types may bring new risks.
Maple Finance (SYRUP)
Track: DeFi
Reason: TVL continues to rise, and product yield ranks among the best
Forecast period: May 15, 2025 to August 15, 2025
Predicted price: $0.31
Prediction of currency price performance so far: up 48.15%
Maple Finance is one of the best performing lending markets in the crypto space in 2025, with deposits growing parabolically by 677% year-to-date and the remarkable success of its over-collateralized product, which is also one of the highest-yielding investment opportunities on-chain in terms of its risk profile.
Since Binance listed SYRUP spot on May 6, the price of SYRUP has risen sharply and attracted a group of new token buyers. In addition, the move also seems to have brought publicity to Maple Finance itself, with its deposit volume increasing by 37% since the announcement.
Therefore, the Bankless analyst team is bullish on SYRUPs subsequent performance and believes that as long as Maple Finance can maintain its strong growth trajectory and its yield rate above the market average, the token has room to rise.
The risk is that while Maple Finance has shown strong growth prospects in recent months, SYRUP is still highly valued compared to its main competitors. Aave’s fully diluted valuation (FDV) is 15% of its total value locked (TVL), while SYRUP has a relatively high FDV/TVL ratio of 34%.
Bearish Tokens
Derive（DRV）
Track: Exchange
Reason: Despite the Pro upgrade, platform usage metrics remain poor
Forecast period: July 10, 2025 to October 10, 2025
Predicted price: 0.05 USD
Prediction of currency price performance so far: down 1.76%
Derive’s token price has more than doubled thanks to the release of its “Pro” version, which provides traders with a customizable interface and reduces margin requirements for common multi-leg options strategies with defined risk, such as spreads and butterflies, by up to 60%. Lowering margin requirements could increase the number of options users can buy and potentially improve the platform’s fee-generating capabilities.
While the DRV token price has continued to rise over the past month, key usage statistics have failed to support this growth. Since February, DRVs total locked value has hovered around $100 million, and transaction volume and platform fees have also dropped significantly during this period.
Therefore, the Bankless analysis team is bearish on DRVs subsequent performance, believing that although the Pro upgrade has improved capital efficiency, Derives continued poor performance on multiple key indicators fails to justify its rise.
Movement (MOVE)
Track: L2
Reason: Scandals are everywhere and investors have lost trust
Forecast period: May 1, 2025 to August 1, 2025
Predicted price: 0.2 USD
Prediction of currency price performance so far: down 24.38%
In early 2025, the Bankless analyst team was bearish on MOVE, citing concerns that the $100 million Series B round would value Movement Network at $3 billion, two-thirds lower than MOVEs fully diluted valuation of $9 billion at the time.
Previous CoinDesk reporting revealed details of how Movement Foundation insiders used market makers to dump MOVE tokens at artificially inflated prices after the tokens were generated, exposing a web of co-founders and legal advisers with conflicts of interest. The embattled founder has been on indefinite leave following an internal investigation into “unusual behavior” by market makers.
Meanwhile, Movement’s much-anticipated “Movedrop” for early adopters has been postponed multiple times, which has weighed on sentiment in the ecosystem.
As a result, the Bankless analyst team is once again bearish on MOVE, arguing that existing token holders may abandon the scandal-ridden network in favor of other alternatives.
