DeFAI Summer is coming, are you ready?

Author: Diego , Twitter blogger

Compiled: Tim, PANews

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

Over the past week, we have witnessed a sharp rebound in the DeFAI track, with most head 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 Bitcoin price returning to $88,000 and Ethereum also breaking through $2,000.

With the increasing improvement of the macro economy and the Fed's interest rate cuts approaching, the perfect storm of the DeFAI bull market is becoming a reality.

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

Then, I will explain why I think DeFAI will be one of the most successful crypto narratives of 2025.

Finally, I will present my personal DeFAI portfolio to let you know my betting plans for the current market.

DeFAI Market Trends

The data won't lie, and over the past week we have observed that DeFAI has shown a remarkable relative strength compared to all other narratives.

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

DeFAI was the strongest market hotspot in January, but the entire market collapsed in February and March, causing DeFAI's bull market to stagnate.

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

If Bitcoin and Ethereum suddenly soar and pull out several big positive lines, can you imagine how the market value of the DeFAI track (currently less than $1 billion) will change?

DeFAI is innovation, and it is also a "cult"

But why is DeFAI the best performing track in all the narratives in the cryptocurrency world (games, NFTs, Memecoin, Layer 1, abstraction layer)?

In my opinion, DeFAI will be the strongest crypto narrative for the following reasons:

• DeFAI is the subsequent evolution of DeFi, which was the dominant narrative in the 2020/2021 bull market cycle. DeFi (and DeFAI extended by it) is the core reason why blockchain technology is used in daily life, and it is also the area where users, funds and attention are the most concentrated.
• The first batch of DeFAI products are already online, which means we are not betting on abstract future concept projects, but investing in companies that are actually operating and continuously innovating the DeFi experience. These companies have earned millions of dollars in fee proceeds.
• DeFAI is also a community-driven narrative. Judging from my personal experience, this is absolutely true. Whenever I personally post a news on X platform, hundreds of DeFAI enthusiasts interact with me, and posts always get hundreds of thousands of exposures, and these signs indicate that many people are paying attention to DeFAI and its future development.
• DeFAI is also one of the most concerned areas for developers. In recent months, I have maintained close communication with many core founders in the DeFAI ecosystem, including Daniele of HeyAnon, R of Fungi Agent, Bebis of Cod3x, James Ross of Mode Network, etc. These builders are focusing on creating the next wave of DeFAI, and I firmly believe they will achieve this vision.

DeFAI Personal Investment Portfolio

I don't like to reveal my position, but I believe that now is the right time: while Volkswagen has not yet FOMO rush to buy DeFAI tokens, and while the market fanaticism has not completely swallowed up rationality.

I won't disclose the specific fund size of my wallet, but I will disclose the proportion of each token in my portfolio.

This is my personal DeFAI wallet:

My largest holdings are currently ANON, accounting for 35% of the investment portfolio, MODE accounts for 15%, AIXBT accounts for 13%, BNKR and VIRTUAL each account for 8%, and CDX, GRIFFAIN and PAAL are all 5%. Finally, MAIGA, GATSBY and BUZZ hold relatively small proportions, accounting for 2% each.

Are you ready for the DeFAI bull market?

DeFAI has been developing and you can still participate in this process, especially before the overall track size exceeds $1 billion.

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