Top 10 Cryptos for May 2025

Hi Everyone,

The cryptocurrency market is proving resilient amid a turbulent April, with Bitcoin reclaiming the crucial $90,000 level after dipping to $74,000 earlier this month—volatility largely driven by tariff-related news and broader recession fears. This rebound, spurred by a 90-day tariff pause announced by President Trump, has also lifted the altcoin market, with many posting double and even triple-digit gains.

Bitcoin’s dominance continues to surge, buoyed by institutional ETF inflows and large-wallet accumulation. While altcoins have lagged slightly, a potential altcoin season may be on the horizon, with growing optimism around spot ETF filings for Solana, XRP, and others.

This month has also marked a strong performance for CCI clients and Newsletter subscribers, with many of the Top 10 Portfolio Kitchen Sink Buy Levels being hit and Sell Zones successfully triggered—reinforcing the importance of staying active and following the strategy through volatile phases.

While market sentiment remains cautious due ongoing macroeconomic headwinds, short-term pullbacks are expected—and they continue to present opportunity.

Now is the time to stay vigilant, analyse emerging setups, and position strategically for the next wave of growth.

The cycle is far from over—let’s seize the moment!

Let’s dive in!

IN - DEEP, STX, EIGEN
OUT -, RAY, DOGE

Our rule remains: if a coin can’t outperform Bitcoin, it doesn’t belong in the Top 10. Last month, CETUS and DEEP were competing for a spot after a last-minute portfolio change. DEEP continues to set higher highs against BTC and gives us exposure to Solana's DeFi ecosystem, so it remains in the portfolio for May. CETUS moves to our High-Conviction watchlist for long-term accumulation, but for now, the Top 10 remains focused on coins that are outperforming. We’ve adjusted buy levels and danger zones for outperformers to reflect the positive trend shift.

RAY's momentum has slowed, so we’re shifting away from the crowded Solana trade by adding STX, the leading Bitcoin Layer-2. STX offers strength against BTC and provides direct exposure to the “BTC smart-contracts” theme.

With POPCAT already covering the meme-sector, we’re removing DOGE and bringing back EIGEN. EIGEN has reclaimed an uptrend against BTC and adds back some exposure to the ETH ecosystem, without relying on the fading ETH-ETF narrative.

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Ok, let's get straight into the Portfolio…

Our current portfolio was chosen for its technical outlook, narrative capture and market sentiment.

*Please refer to the Technical Terms Glossary at the end of this section for an explanation of technical terms.

*All prices below are current at the time of writing - $US
*Date of completion 24/04//2025

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