PENGU has pumped 220% since the bullish period.
Written by: 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 strong momentum. The general market sentiment also believes that the altcoin season will begin in the next 1 to 2 months.
So what altcoins are worth ambushing right now? The analyst team at Bankless has been predicting the price trends of altcoins based on fundamentals. Odaily Planet Daily will summarize the recent specific trend predictions and reasons for 8 altcoins made by the Bankless analyst team in this article, among which 6 tokens are bullish and 2 tokens are bearish, for readers’ reference.
bullish token
Euler (EUL)
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Track: DeFi
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Reason: The product is attractive, and the TVL continues to grow.
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Prediction period: July 10, 2025 to October 10, 2025
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Predicted coin price: 15.05 USD
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Price performance prediction to date: down 9.77%
Euler experienced rapid growth in 2025. On an annual cumulative basis, Euler’s TVL increased tenfold, recently surpassing $1 billion last month. At the end of May, Euler launched EulerSwap, a “smarter DEX,” which integrates Euler’s lending vault with Uniswap V4 through peg mechanisms to address inefficiencies such as idle capital, insufficient collateral utility, and costly rebalancing. The capital-efficient AMM design integrated with the lending market has become one of the latest trends in the DeFi space. With the deployment of EulerSwap, Euler now offers sufficient attractiveness in this sector.
Therefore, the Bankless analyst team is bullish on the future performance of EUL; this rapidly growing lending market may perform well in the coming months, provided that deposits can continue to rise.
However, 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-collateralization mechanism may pose additional risks to depositors and token holders in the event of a crisis sweeping across the entire market.
Pudgy Penguins（PENGU）
- Track: Metaverse
- Reason: The mobile game is about to launch, unlocking new features for tokens.
- Prediction period: May 8, 2025 to August 8, 2025
- Predicted coin price: 0.01 USD
- Price performance prediction to date: pump 220%
In April, Pudgy Penguin CEO Luca Netz announced a reward program for passionate content creators, offering $2 for every 1,000 tweets and memes related to the PENGU token. At the same time, Pudgy Penguins collaborated with NFL Rivals creator Mythical Games last year, planning to launch their own mobile game in 2025, with PENGU potentially becoming the native currency for in-game transactions.
For the reasons mentioned above, the Bankless analyst team is bullish on the future performance of PENGU, believing that the token has further pump potential as savvy speculators try to get ahead of the upcoming Pudgy Penguin mobile game and the new features it will unlock for PENGU.
However, it is important to note that this dynamic may also trap the tokens in a classic “buy the rumor, sell the news” scenario, where the final game release and the PENGU payment announcement trigger sell-offs, and early buyers take profits.
Spark (SPK)
- Track: DeFi
- Reason: Relative valuation is favorable, airdrop selling pressure is weakening.
- Prediction time frame: June 18, 2025 to September 18, 2025
- Predicted coin price: 0.05 USD
- Price performance prediction to date: down 24.47%
SPK has experienced significant declines since the airdrop on June 17, losing a quarter of its value just one day after the airdrop. While TGE typically leads to short-term selling pressure, the pullback may also provide an attractive entry price.
The fully diluted valuation of SPK is $500 million, with an active loan size close to $1.7 billion, making SPK a relatively value-oriented investment compared to some other competitive lending markets. For example, Morpho has an FDV of $1.3 billion and an active loan size of $2.3 billion. Additionally, SPK holders can stake their tokens to earn Spark and Symbiotic points, which are expected to convert into liquid tokens on a future date.
However, due to the subsidy point mining, SPK tokens will be continuously issued over the next 10 years. This potential future selling pressure may lower the SPK price.
However, the Bankless analyst team still believes that the subsequent performance of SPK may rise, as its relative valuation in the market is favorable. Once the immediate airdrop selling pressure diminishes, the token may welcome a wave of pump.
Lido (LDO)
- Track: LST
- Reason: Improved regulatory environment for crypto staking and DeFi
- Prediction time period: June 11, 2025 to September 11, 2025
- Predicted coin price: 0.98 USD
- The price performance prediction to date: down 7.52%
On May 29, the U.S. Securities and Exchange Commission’s Division of Corporation Finance confirmed that certain staking activities, including “custodial arrangements” where third parties hold crypto assets and manage staking operations, may be exempt from registration under the Securities Act. Meanwhile, at the June 9 crypto working group “Decentralized Finance Roundtable,” SEC Chairman Paul Atkins stated that the Commission is considering providing “innovation exemptions” for on-chain products and services to create rules for blockchain-based financial markets.
With the changing regulatory environment, the Bankless analyst team is bullish on the subsequent performance of LDO, believing that under the hopes of active staking and DeFi regulation, this token is a worth-holding Ethereum liquid staking token.
However, it is important to note the risk that Lido’s market share is declining. Year-to-date, Lido’s market share of ETH staking has decreased from 28.2% to 25.29%; this key metric has been on the decline since the beginning of 2024. In addition, Lido’s total ETH staking volume has decreased by 16% since hitting its peak in March 2024.
Aave (AAVE)
- Track: DeFi
- Reason: TVL and active loans both hit new highs
- Prediction time period: May 28, 2025 to August 28, 2025
- Predicted token price: 261.79 USD
- Predicted performance of the currency price to date: pump 25.95%
Despite Aave’s TVL showing a downward trend in Q1 2025, in April, Aave’s TVL and active loan metrics grew by over 50%, reaching new highs of $29.923 billion and $19.8 billion, respectively. Meanwhile, Aave’s token buyback program started on April 9, and since its launch, it has repurchased a total of 61,000 AAVE, spending over $13 million, bringing over $7 million in profit to the DAO.
Therefore, the Bankless analyst team is bullish on the future performance of AAVE, believing that as long as the TEH price continues to pump, AAVE, as a typical lending market token of Ethereum, will be able to benefit from the increasing leverage demand.
However, starting from April 30, Aave began 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, product yield ranks among the best.
- Prediction time frame: May 15, 2025 to August 15, 2025
- Predicted coin price: 0.31 USD
- Price performance prediction to date: pump 48.15%
Maple Finance is one of the best-performing lending markets in the cryptocurrency space in 2025, with a parabolic growth of 677% in deposits year-to-date, and its over-collateralized products have achieved significant success. In terms of risk profile, this product is also one of the highest-yielding investment opportunities on-chain.
Since Binance launched SYRUP spot trading on May 6, the price of SYRUP has risen significantly, attracting a new batch of token buyers. In addition, this move 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 the future performance of SYRUP, believing that as long as Maple Finance can maintain a strong growth trajectory and its yield above the market average, there is room for the token to pump.
However, the risk is that although Maple Finance has shown strong growth prospects in recent months, the valuation of SYRUP is still relatively high compared to major competitors. Aave’s fully diluted valuation (FDV) is 15% of its total locked value (TVL), while SYRUP has reached a relatively high FDV/TVL ratio of 34%.
Bearish Token
Derive (DRV)
- Track: Exchange
- Reason: Despite the Pro upgrade, the platform usage metrics are still poor.
- Prediction period: July 10, 2025 to October 10, 2025
- Predicted coin price: 0.05 USD
- Price performance prediction to date: down 1.76%
Thanks to the release of the “Pro” version, the price of Derive’s token has more than doubled. Derive’s “Pro” version provides traders with a customizable interface and reduces margin requirements for common multi-leg options strategies with clear risks (such as spread options and butterfly options) by up to 60%. Lowering margin requirements can increase the number of options users can purchase and may enhance the platform’s fee generation capability.
Although the price of the DRV token has continued to pump over the past month, key usage statistics have failed to corroborate this rise. Since February, the total locked value of DRV has hovered around $100 million, while trading volume and platform fees have significantly decreased during this period.
Therefore, the Bankless analysis team is bearish on the future performance of DRV, believing that despite the Pro upgrade improving capital efficiency, Derive’s continued poor performance across multiple key metrics has failed to justify its rise.
Movement（MOVE）
- Track: L2
- Reason: Scandals everywhere, losing investor trust
- Prediction time frame: May 1, 2025 to August 1, 2025
- Predicted token price: 0.2 USD
- Price performance prediction to date: down 24.38%
At the beginning of 2025, the Bankless analyst team was bearish on MOVE, citing concerns that the $100 million Series B funding would value Movement Network at $3 billion, which is two-thirds lower than MOVE’s then fully diluted valuation of $9 billion.
Previous reports from CoinDesk revealed details on how insiders at the Movement Foundation utilized market makers to artificially inflate the price of MOVE tokens after their generation, while also exposing a network composed of co-founders and legal advisors with conflicts of interest. This troubled founder has taken an indefinite leave of absence following an internal investigation into the market makers’ “abnormal behavior.”
At the same time, the highly anticipated early user “Movedrop” by Movement has been postponed multiple times, and these events have dampened the sentiment of the ecosystem.
Therefore, the Bankless analyst team is bearish on MOVE again, believing that existing token holders may abandon this scandal-ridden network in favor of other alternatives.
