- Bitcoin dominance and scams limit altcoin momentum, leaving them suppressed.
- Raoul Pal shifts focus to Sui, believing it will outperform Solana this cycle.
- His portfolio strategy focuses on major cryptos, with 80-90% allocated to safe assets like Bitcoin.
Altcoin season—the time when altcoins typically take off after Bitcoin pumps—has been much awaited. But this time around, it’s been a no-show. While Bitcoin has surged, Ethereum has struggled, and altcoins haven’t followed suit.
Several factors contribute to the delay. The altcoin market has been hit hard by volatility and scams, which have drained liquidity and hurt investor confidence. Moreover, Bitcoin’s dominance remains high, with more than half of the total crypto market cap being locked up in Bitcoin.
While altcoins haven’t yet surged, some investors remain hopeful that a shift may still be on the horizon. Real Vision’s Raoul Pal, a well-known figure in the world of crypto investing, recently shared his updated portfolio for the rest of 2025, giving insight into his investment strategy. Raoul’s portfolio is leaning heavily toward the major players in crypto, with an interesting shift toward Sui as his top pick.
Related: Altcoin Crash Deepens, But Analyst Says Crypto Market Set to Rebound Soon
In an interview with The Paul Barron Network , Raoul recommends allocating 80-90% of the portfolio to major cryptocurrencies like Bitcoin. He believes that smaller, riskier investments make up a small portion of his portfolio (10%), where he hopes to catch the next big gain but admits the odds of huge returns are slim. Interestingly, he doesn’t hold traditional Ethereum (ETH) for general investment but focuses solely on high-end NFT art using Ethereum.
Sui Takes Portfolio Lead Over Solana
A notable shift in Raoul’s strategy is his increased focus on Sui over Solana. While he once favored Solana with a larger portion of his investments, he is now more bullish on Sui, signaling a growing confidence in its potential for outperforming the market this cycle.
“My focus bet is Sui with a little bit of Solana now. That’s flipped because I was the other way around — I was 80% Solana and 20% Sui, and I’m kind of flipping those around and looking to move even more towards Sui because I think it outperforms this cycle,” he said. (Sic)
Sui’s DeFi Growth & AI Partnership Driving Bullish Outlook
Sui’s strong growth in DeFi and Web3 sets it apart for speed and performance. In February, Sui will see a supply increase, with 80 million SUI tokens worth $288 million hitting the market.
Related: Forget Memes, Focus RWAs: Top 5 Crypto Tokens to Watch in the $58 Billion Market
This follows a partnership with Talus, a next-gen platform for AI agents, boosting its adoption.
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