Crypto portfolios of top analysts and influencers in June 2025

The cryptocurrency market continues its rapid evolution, attracting a diverse range of investors, from retail enthusiasts to institutional giants. In this dynamic landscape, the perspectives and recommendations of prominent crypto analysts and influencers play a significant role in shaping public sentiment and investment decisions. Their reach, often amplified through platforms like YouTube and Twitter, provides a real-time pulse on market trends and emerging opportunities, reflected in their analyses.

This report delves into the strategies and portfolio recommendations shared publicly by key figures such as Ran Neuner (Crypto Banter), Miles Deutscher, Tracer (@defitracer), and Murad (@muststopmurad).

Given the inherent volatility, speculative nature, and fast-paced nature of the cryptocurrency market, thorough research and verification of information are paramount. While influencers offer valuable perspectives, their recommendations are often snapshots in time and may be subject to personal biases or undisclosed affiliations. This report aims to synthesize their public recommendations, providing context, identifying underlying trends, and highlighting the critical need for individual due diligence (DYOR – Do Your Own Research) for any reader considering these perspectives.

The observation that the analyzed influencers exhibit diverse focus areas (Ran Neuner on general market trends and Layer 1s, Miles Deutscher on AI/RWA, Tracer on small-cap gems, and Murad on memecoins) indicates a growing specialization within the cryptocurrency analysis space. As the cryptocurrency market expands in complexity and the number of projects and narratives proliferates, it becomes increasingly difficult for any individual analyst to maintain deep expertise across sectors. This situation naturally fosters a trend where influencers carve out niches, focusing on specific narratives, market capitalizations, or technology segments (e.g., DeFi, NFTs, AI, memecoins, Layer 1s). This specialization allows them to provide deeper insights within their chosen domain, attracting a target audience that aligns with their specific investment interests. For investors, this represents a significant shift: rather than relying on a single “guru” for all crypto perspectives, a more effective strategy involves following a curated selection of specialized experts to gain a comprehensive and diversified understanding of the market. This trend also suggests market maturation, mirroring the specialization observed in traditional financial analysis, where analysts often focus on specific industries or asset classes.

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Ran Neuner (Crypto Banter): Portfolio Strategies and Key Allocations

Ran Neuner, through his channel “Crypto Banter,” is a prominent voice in the crypto space, known for his live streams, market-moving news, altcoin trends, and interviews with industry titans. With 1.16 million subscribers and over 3,800 videos, Neuner frequently presents a “conservative” approach, acknowledging the growing influx of traditional finance (TradFi) into Bitcoin and advocating for a balanced portfolio structure to navigate market volatility .

Ran Neuner’s “relatively conservative” 2025 portfolio, outlined in a recent video (published April 25, 2025), emphasizes core assets and emerging narratives, with specific percentage allocations and token mentions. A significant 25% allocation is earmarked for Bitcoin (BTC), reflecting his outlook that it remains the primary entry point for traditional finance and a cornerstone asset. Solana (SOL) is designated as a “big layer one bet” with a “majority” allocation, indicating strong conviction in its scalability, transaction capabilities, and growing ecosystem as a competitor to Ethereum. Hyperliquid (HYPE) receives between 7% and 12% of the portfolio. Hyperliquid is a Layer 1 blockchain renowned for its advanced transaction capabilities, suggesting Neuner’s interest in high-performance blockchain infrastructure. Other Layer 1s mentioned include SUI and Sonic, though specific percentage allocations for these are not detailed in the provided snippets. This points to a diversified bet across the foundational layers of the crypto ecosystem. Chainlink (LINK) is identified as a “big winner” in the Real World Assets (RWA) narrative. Chainlink’s role as a decentralized oracle network is crucial for linking real-world data with blockchain applications, which aligns with the growing RWA trend. In the gaming token sector, though specific tokens are not named, Neuner suggests including two tokens from this narrative, indicating his belief in the potential of the crypto gaming sector. Artificial Intelligence (AI) is identified as a key investment category, though no specific tokens are named in this particular portfolio breakdown. This aligns with the overall market trend toward AI integration into cryptocurrencies. Surprisingly, an unspecified memecoin token is included in his conservative portfolio. Neuner acknowledges their persistent appeal, suggesting that even after significant market pain, retail investors continue to gravitate toward them. It should be noted that while Ran Neuner mentions a “Bitget 2025 portfolio” and demonstrates it in a video, the specific tokens within this portfolio are not detailed in the research snippets provided.

The inclusion of established, large-cap assets Bitcoin and Solana, alongside newer, more speculative narratives like AI, gaming, and even memecoins, in Ran Neuner’s “conservative” portfolio reveals a particular perspective on market dynamics. His explicit exclusion of Ethereum (ETH), a major Layer 1 and the second-largest cryptocurrency by market cap, is based on the perception that it is “ too slow to respond, too heavy.” This stance, which runs counter to the widespread market view of ETH as a strong long-term investment, suggests a specific performance-driven thesis, where the scalability and agility of alternatives like Solana are more valued. For investors, this portfolio composition indicates that even “conservative” strategies in the crypto space can include a diverse mix of high-risk assets, underscoring the inherent nature of the market. It also highlights that leading analysts can hold divergent, even contrarian, views on major assets like Ethereum. This encourages investors to critically evaluate their own biases and conduct independent research beyond consensus views, recognizing that the term “conservative” in the crypto space is relative and still carries considerable risk.

In addition to his conservative portfolio, Ran Neuner has also made targeted investments as an angel investor. His investment portfolio includes FLAME FireStarter (FLAME) and RUNI BtcTerminal (RUNI). FLAME FireStarter is priced at $0.0041839 and has a market cap of $286,772.45, while RUNI BtcTerminal is priced at $0.0749.

Below is a table summarizing Ran Neuner’s conservative portfolio for 2025:

Ran Neuner’s Conservative Portfolio (Crypto Banter) for 2025

Additional Investments from Ran Neuner (Angel Investor)

Recommendation date April 2025.

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Miles Deutscher: Focus on Altcoins and Emerging Sectors (AI and RWA)

Miles Deutscher is a seasoned crypto analyst and investor with over 5 years of experience, recognized for his YouTube channel with 221,000 subscribers. His investment strategy is characterized by calculated decisions, active portfolio configuration, and a willingness to reallocate investments by selling specific altcoins to seek higher returns. Deutscher emphasizes rapid response to market fluctuations and prioritizing projects with strong potential, actively minimizing opportunity costs.

Deutscher displays a strong bias toward Artificial Intelligence (AI)-driven projects, even going so far as to sell existing holdings like the FET coin due to a perceived “lack of enthusiasm” around it. He explicitly recommends the AI ​​sector, believing it to be “somewhat undervalued” and that RWAs are poised to be “beneficiaries of new crypto regulation.” This highlights his forward-looking approach to identifying sectors with significant growth catalysts. Deutscher challenges the traditional four-year crypto market cycle, arguing that significant institutional investment and macroeconomic factors are fundamentally changing market dynamics, causing it to behave more like traditional financial markets with less extreme volatility. He advises a strategic approach to portfolio management : limiting long-term holdings (“bag-holding”) to a focused selection of 5-10 coins and actively trading the rest of the portfolio.

In a recent video (published on June 5, 2025), Miles Deutscher revealed his strategy for a $10,000 portfolio by 2025, splitting the investment into three main categories: 50% for Bitcoin ($BTC), 30% for Altcoins and Presale (Top 10 altcoins), and 20% for Memecoins. Instead of investing everything at once, he plans to use dollar-cost averaging (DCA) and store his crypto in hardware and hot wallets.

Miles Deutscher has provided a specific list of his top ten AI altcoins for 2025, sorted by market cap, often noting his direct involvement as an advisor or investor:

• Bittensor (TAO): Described as the AI ​​market leader, it focuses on decentralizing AI research and has already achieved significant adoption in scientific communities. Its recent EVM support is considered a major breakthrough, opening doors to DeFi ecosystems and new use cases.
• NEAR Protocol (NEAR): Identified as the leading Layer 1 blockchain that intersects with AI, making it a solid proxy for those optimistic about both verticals. It stands out for its impressive 100% uptime since its mainnet launch in October 2020.
• Grass (GRASS): A standout launch this cycle due to its unique data pipeline that seamlessly connects the real world with AI and crypto. Grass uses crypto incentives to create a data pipeline that many AI companies can’t access otherwise, indicating strong demand.
• Spectral (SPEC): Positioned as one of the leading AI agent infrastructure players, allowing anyone to deploy and interact with AI agents. The upcoming Syntax V2 will enable interaction with conscious agents that can operate on platforms like Hyperliquid.
• Mode Network (MODE): Although known as a Layer 2 solution, Mode has been developing AI technology for over a year. Its goal is to lead the future of DeFi by facilitating the deployment of AI-powered agents that will autonomously generate yields and optimize user portfolios.
• NeuralAI (NEURAL): Connecting two of the biggest drivers of crypto adoption: AI and gaming. NeuralAI recently announced SentiOS, designed to provide autonomous AI to create, populate, and bring virtual worlds and economies to life.
• PinLinkAi: Deutscher is a strategic advisor and investor in this project. PinLink is the first tokenized DePIN platform for real-world assets, enabling fractional ownership of yield-earning assets (physical or digital). It has strong business development and notable partnerships (Akash, Pendle, FetchAI, OpenSea, Alephium, ParallelAI).
• Zero1 Labs (DEAI): Deutscher is also a strategic advisor and investor here. Zero1 Labs enables innovators to build decentralized AI applications with full homomorphic encryption, ensuring secure data governance and complete privacy. It is considered a “pick-and-shovel AI infrastructure play” with high upside potential.
• Empyreal: Deutscher Advisor and Investor. Empyreal provides AI infrastructure to transform social media messages into on-chain actions, such as trades and swaps, through its Simulacrum platform.
• enqAI (ENQAI): Another project Deutscher is involved in as an advisor and investor. EnqAI is a decentralized network of large language models designed to solve the problems of bias and censorship common in centralized AI. It has a significant user base and API request volume despite its relatively small market capitalization.

Miles Deutscher’s explicit involvement as a “strategic advisor and investor” in several of the AI ​​altcoins he recommends, such as PinLinkAi, Zero1 Labs, Empyreal, and enqAI, is an important aspect to consider. While an advisory or investor role may indicate a deep conviction and inside knowledge of a project’s potential, it also inherently introduces a potential conflict of interest. An individual who holds a financial stake or advisory position in a project directly benefits from its success, which could influence their public recommendations. This is a common feature of the influencer landscape in the crypto space. Therefore, readers should be aware that an influencer’s recommendations may be influenced by their personal financial interests or advisory roles. This does not automatically invalidate the recommendation, but it does warrant additional scrutiny and independent research (DYOR) to ensure the project aligns with the investor’s own investment thesis and risk tolerance, rather than relying solely on the influencer’s endorsement. This aspect underscores the importance of understanding the relationship between an influencer and the projects they promote.

Below is a table detailing Miles Deutscher’s top 10 AI altcoins:

Top 10 AI Altcoins Recommended by Miles Deutscher by 2025

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Tracer (@DeFiTracer): Identifying Small-Cap Gems and Alpha Strategies

Tracer (@DeFiTracer) is an active Twitter influencer (X), known for identifying potential “1000x” or “100x lowcap” opportunities. His approach often involves using social media engagement (likes, shares) as a mechanism to reveal new picks, creating an incentive for community interaction. His emphasis appears to be on high-risk, high-reward plays within the altcoin and memecoin sectors, aiming to identify projects with explosive growth potential early in their lifecycle.

Tracer has highlighted several past recommendations that reportedly achieved substantial returns, demonstrating its track record in identifying projects with significant upside potential:

• $TRUMP: Claims he was recommended “before he did 181x.”
• #LaunchCoin: Claimed to have been recommended “before it made 79x.”
• #FARTCOIN: It is claimed that it was recommended “before it did 195x.” Notably, he specifically mentioned $FARTCOIN again on November 2, 2024, identifying it as a top AI memecoin, with a market cap (MC) of $26.9M and a specified contract address (CA): 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump.
• $POPCAT: Claimed to have been recommended “before I did 117x.”
• $GORK: It is claimed that he was recommended “before he did 109x.”

Tracer employs a strategy of teasing out future “alpha” (valuable and actionable information). It claims to have found the “next 100x lowcap from a Coinbase insider” and states that it will share it with people who like and engage with its post. This is a direct example of its engagement-driven “alpha” delivery. However, while a tweet from November 28, 2024, mentions a “list of lowcaps that will do 1000x next,” the actual content of the list or image is not provided in the snippets. Similarly, the “next 100x lowcap” recommendation is conditional on user engagement and is not explicitly detailed. Therefore, a definitive current “top 10” list from Tracer is not available in the provided research material.

Tracer’s frequent strategy of teasing “next 100x low-cap” picks and requiring user engagement (likes/shares) to reveal them illustrates a common and evolving practice in the cryptocurrency influencer space. In this model, valuable information (“alpha”) is not simply given away for free, but is monetized or gated through engagement metrics. Influencers build a loyal community and leverage their perceived success and access to exclusive information to drive engagement. This engagement, in turn, increases their visibility, algorithmic reach, and overall influence on social media platforms. This creates a feedback loop in which followers are incentivized to actively participate to receive potentially profitable advice, blurring the lines between content creation and direct financial incentive. This behavior underscores the commercial and strategic aspects of crypto influencing. Investors should be aware that not all alpha is provided freely, and some insights may be part of a broader marketing or community-building strategy. Accessing the most current or exclusive recommendations may require active participation in an influencer’s ecosystem (e.g., liking posts, joining Telegram groups), which may also expose users to additional promotional content.

Below is a table with Tracer’s high-yield token mentions:

Tracer’s (@DeFiTracer) High Yield Token Mentions

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Murad (@muststopmurad): The Thesis of the “Memecoinization” of the Market

Murad (@muststopmurad) is an influencer known for his strong belief in the “meme cycle.” He claims that this phenomenon “is not a prediction, it’s already happening” and that “memes are dominating every metric” in the crypto market. His philosophy is summed up by the phrase “stop trading and believe in something,” emphasizing a long-term, conviction-based approach, particularly for memecoins, rather than short-term trading.

Murad offers bold and specific predictions for the memecoin sector, indicating a belief in its transformative power within the broader crypto market:

• Total Market Cap: Predicts a $1 trillion market cap for memecoins.
• Big Memecoins: Predicts two memecoins will surpass a market cap of $100 billion.
• Mid-Cap Memecoins: Expect ten memecoins to surpass a market cap of $10 billion.
• CoinMarketCap Dominance: Believes a quarter of CoinMarketCap’s front page will be occupied by memes.
• Overall Market Dominance: Anticipates 10% memecoin dominance in the overall crypto market.

Murad posits that utility and venture-backed altcoins will continue to underperform, and that the “fat protocol thesis will die a slow death.” This suggests a fundamental shift from traditional blockchain development narratives. Furthermore, Murad predicts that “smart VCs” and “TradFi” (traditional finance) will begin purchasing “blue-chip memecoins,” signaling a significant shift in institutional interest and a legitimization of the sector. He anticipates a “hyper-memecoinization” to occur before “hyper-bitcoinization,” suggesting a future where memes play a more central role in market dynamics than even Bitcoin. As for preferred chains, he believes the most memecoin activity will occur on Ethereum (ETH) and Solana (SOL) due to their ease of integration for payment providers, infrastructure, data providers, and centralized exchanges. Finally, he considers memecoins as “ an attack on crypto technology tokens, not crypto technology,” implying that they challenge the traditional utility-focused narrative of altcoins and represent a new form of value creation based on community and narrative.

Murad’s description of memecoins as an “attack on cryptotechnology tokens, not cryptotechnology,” along with his references to “new financial religions” and the “economy of belief,” goes beyond simple market speculation. This view suggests a deep philosophical or ideological dimension to memecoins. By calling them an “attack on cryptotechnology tokens,” Murad implies that memecoins represent a rejection or challenge to the traditional blockchain narrative, which focuses on utility, decentralization, and complex technological innovation. Instead, they thrive on community, shared narrative, and collective belief, acting as a countermovement to venture-capital-backed, utility-oriented projects that often fail to deliver on their promises. The idea of ​​”new financial religions” further emphasizes the community-driven, almost cult-like aspect of memecoin investing, where belief itself drives value, rather than intrinsic utility or technological advancement. This perspective indicates that memecoins are not merely speculative assets, but a significant cultural and perhaps even socioeconomic phenomenon within the crypto ecosystem. They challenge established norms and attract a different type of investor, one driven by collective sentiment and narrative rather than traditional fundamentals. For more conventional investors, this concept can be difficult to grasp, as it challenges traditional valuation metrics. For those engaging with memecoins, it highlights the overriding importance of community strength and the power of narrative over traditional product-market fit.

Murad has also highlighted several memecoins as part of his “Murad Picks”, including: SPX6900 (SPX), Popcat, Mog Coin (MOG), LOCK IN, mini, GIGA, BITCOIN, APU, DELAY, and USA. SPX6900, for example, reached a price of $1.7 and a market cap of $1.59 billion on June 11, 2025.

Below is a table summarizing Murad’s predictions and outlook for memecoins:

Memecoin Predictions and Outlook from Murad (@muststopmurad)

Memecoins Featured in “Murad Picks”

Important Considerations and Investment Warnings

The recommendations and perspectives presented in this report are based on publicly available statements and analyses by leading figures in the cryptocurrency space. However, the cryptocurrency market is inherently highly volatile, complex, and speculative. Readers are strongly advised to conduct their due diligence (DYOR) before making any investment decisions. Relying solely on influencer recommendations can be risky, as market conditions change rapidly and individual circumstances vary. Effective risk management strategies, including setting realistic investment objectives, diversifying portfolios across different asset classes and sectors, and implementing stop-losses to limit potential losses, are crucial to navigating this market.

The cryptocurrency market is subject to rapid and unpredictable price fluctuations, often influenced by global economic factors, regulatory news, technological developments, and social sentiment. Past performance, including significant gains mentioned by some influencers (e.g., Tracer’s “100x calls”), is not indicative of future results and should not be used as the sole basis for investment decisions.

This report is provided for informational and educational purposes only and should not be construed as financial, investment, or trading advice. It does not consider your individual investment objectives, financial situation, or needs. Investing in cryptocurrencies involves substantial risk, and you may lose some or all of your invested capital. Always consult with a qualified financial professional before making any investment decisions.

The collected perspectives from Ran Neuner, Miles Deutscher, Tracer, and Murad reveal a diverse and evolving landscape of cryptocurrency investment strategies. Ran Neuner takes a more conservative approach, anchored in Bitcoin and Solana, but with an openness to emerging narratives such as AI, gaming, and memecoins, demonstrating that even caution in crypto entails exposure to innovation and volatility. His skepticism toward Ethereum underscores the importance of agility and performance in the Layer 1 space. Miles Deutscher positions himself as an agile investor, focused on strategic asset reallocation and with strong conviction in the AI ​​and RWA sectors, challenging the notion of fixed market cycles and emphasizing adaptability. His direct involvement in AI projects, while a sign of conviction, also highlights the need for investors to carefully evaluate potential conflicts of interest.

Tracer represents the more speculative side of the market, seeking out “small-cap gems” with exponential growth potential. Its participation-driven “alpha” approach underscores the dynamics of the information economy in the crypto space, where value is exchanged for interaction. Finally, Murad offers a bold contrarian view, predicting a “memecoinization” of the market that challenges traditional theories of utility and legitimacy, suggesting that collective belief and narrative can be as powerful drivers of value as the underlying technology.

Taken together, this analysis underscores that the cryptocurrency market is a multifaceted ecosystem where diverse investment philosophies coexist, from structured approaches to highly speculative bets. The growing specialization of influencers and the monetization of information are trends redefining how alpha is generated and consumed. For investors, the conclusion is clear: individual due diligence, understanding the motivations of information sources, and a well-defined risk management strategy are essential to successfully navigate this dynamic and often paradoxical market.