Analyst Pinpoints Altcoins and Narratives Set to Outperform in Q4
Crypto analyst Miles Deutscher has outlined what he calls the “obvious winners” heading into the final quarter (Q4) of 2025.
Deutscher argued that three distinct narratives, stablecoins, decentralized exchanges (DEXs), and artificial intelligence (AI), are positioned to outperform, warning that traders who ignore them may face “a very tough time.”
Stablecoin Plays: XPL Leads the ChargeDeutscher highlights stablecoins as the first sector, a market he describes as entering a “parabolic” growth phase.
Global stablecoin supply has surged past $297 billion, and expectations are that it will eventually cross the $1 trillion mark as adoption spreads to institutions and even sovereign actors.
Total Stablecoins Market Cap. Source: DefiLlama
Against this backdrop, Deutscher singled out XPL (Plasma) as his highest-conviction play. Backed by Tether’s founder and boasting low fees for stablecoin transfers, XPL is attracting both speculative capital and real usage.
“XPL is the closest thing to investing in Tether pre-IPO,” Deutscher stated in a recent video.
Interesting to see that Paolo Ardoino has only backed two crypto projects so far:
1. Plasma (XPL)
2. Stable
No public data yet on price, ROI, or volume — are these still under the radar or just getting started?