Expert Analyst Selling ONDO, SOL, POL and These 2 Altcoins Immediately – Here’s Why

Miles Deutscher, a popular crypto YouTuber, has made a list of cryptos he would be selling because he thinks there are better options that could become more profitable. The expert analyst addresses the tokens he would be selling in various sectors and the ones he thinks present better investment opportunities.

The following paragraphs will explain the analyst’s thoughts and the reasons behind his choices.

Real-World Assets: Time to Rotate from ONDO to CHEX

Despite being one of the analyst’s best-performing tokens this cycle, ONDO is now raising concerns at its current $20 billion valuation.

Enter CHEX (Chintai), dubbed the “Shopify of RWA” by industry experts. With its sophisticated white-label solution enabling seamless real-world asset tokenization, CHEX presents a compelling investment case at its current $770 million fully diluted valuation.

Compared to ONDO’s $20 billion and Mantra’s $7 billion market caps, CHEX’s potential upside becomes evident. Early investors have already seen impressive returns, with the token up nearly 4x from its initial $0.21 price point.

Layer 1s: Ethereum’s Time to Shine

While Solana has been a stellar performer this cycle, market dynamics are shifting in Ethereum’s favor. The analyst, while maintaining significant Solana exposure, has begun strategically reallocating some positions into ETH.

This decision aligns with Smiley Capital’s recent analysis suggesting $4,000 might be the lowest we’ll see for ETH in the foreseeable future.

For those seeking higher-risk opportunities in the L1 space, Hyper Liquid has emerged as an alternative. With strong product-market fit and a reasonable $9 billion valuation compared to Solana’s $105 billion, it’s shown impressive growth from $8 to $27, with potential for further upside.

Layer 2s: Mode Overtaking Polygon’s Promise

After multiple meetings with Mode’s team, the analyst believes their innovative technology and AI agent marketplace could drive significant value, potentially offering 10x upside compared to Polygon.

AI Sector: The Agent Revolution

The AI sector is experiencing a significant shift toward agent-focused protocols. While Artificial Superintelligence Alliance (FET) commands a $4.5 billion valuation, newer projects like Virtuals Protocol ($2.7 billion) and Spectral ($119 million) are positioning themselves at the forefront of the AI agent revolution.

These platforms, along with Humans.ai, represent more focused investments in the growing “agent narrative.”

DePIN and Gaming: Fresh Opportunities Emerge

In the Decentralized Physical Infrastructure Networks (DePIN) sector, RENDER’s recent surge from $4.50 to $10 has been impressive, but newer competitors are emerging. PinLink, which bridges AI, gaming, and DePIN, offers compelling upside potential, while AOS ($1 billion valuation) continues to build partnerships and expand its ecosystem.

The gaming sector is witnessing a similar evolution. Traditional gaming tokens like IMX, GALA, SAND, and MANA are losing ground to innovative newcomers. Beam, with its newly announced Layer 1 and substantial $228 million treasury, along with Superverse and Echelon Prime, represent the next generation of gaming tokens with stronger fundamentals and clearer paths to value creation.