Standard Chartered's altcoin calls this year have a 100% win rate: UNI and AAVE have already doubled, with three main themes as the core strategy.

BlockBeats news, September 30: Since June this year, Standard Chartered Bank has issued rating reports on multiple crypto altcoin targets. After most ratings were published, the coin prices performed excellently. BlockBeats has compiled the details as follows:

On June 16, Standard Chartered Bank's research report covered Uniswap for the first time. Geoffrey Kendrick, Head of Digital Asset Research, predicted that the UNI token could rise 40 times to $100 by the end of 2030, with a target price of $6.50 in 2026. As of press time, UNI is trading at $8.85, with a cumulative increase of about 210% since the research report, already exceeding this year's target price.

On June 23, Geoff Kendrick, Standard Chartered's Head of Digital Asset Research, estimated that AAVE could rise to $3,500 by the end of 2030, an increase of about 50 times from the level of about $70 when the research report was published. Kendrick expects that by the end of this decade, the value of tokenized assets actively used in DeFi applications will grow 37 times. Since Aave's revenue model is highly correlated with lending activity and deposits, Standard Chartered expects protocol growth to translate relatively directly into AAVE token gains. As of press time, AAVE is temporarily trading at $160, with a cumulative increase of about 122% since the research report.

On July 1, Standard Chartered Bank rated Morpho for the first time, expecting the project to mainly benefit from tokenized traditional financial assets entering DeFi, with the token price rising 33 times to $60 by the end of 2030. As of press time, Morpho is temporarily trading at $2.56, with a cumulative increase of about 34% since the research report.

On August 10, Standard Chartered Bank's research report covered Chainlink for the first time, predicting that its LINK token could rise 25 times from the current level of about $8 to $200 by the end of 2030. As of press time, LINK is temporarily trading at $14.26, with a cumulative increase of about 74% since the research report.

On September 11, Standard Chartered Bank covered the DeFi protocol Sky for the first time, setting a target price of $0.325 for the SKY token by the end of 2028. The bank expects that as USDS adoption and lending capacity expand, the value passed by Sky to token holders by 2028 will reach more than five times the current level. As of press time, SKY is temporarily trading at $0.0819, with a cumulative increase of about 38% since the research report.

On September 16, Standard Chartered Bank's research report covered the ARB token for the first time, predicting it would rise from about $0.14 to $10 by the end of 2030, citing revenue from networks such as Robinhood Chain. As of press time, ARB is temporarily trading at $0.2040, with a cumulative increase of about 34% since the research report.

Today, Standard Chartered initiated coverage on Ethena, setting a 2028 target price of $2. Analysts noted that Ethena sits at the intersection of perpetual contracts, tokenization, and stablecoins. ENA will benefit from growth in these areas as well as the newly launched buyback program. They also stated that Ethena is currently the fourth-largest stablecoin issuer, after Tether, Circle, and Sky.

In summary, it is not difficult to see that Standard Chartered's rating valuation narrative is highly concentrated on three main threads: DeFi revenue, token buybacks, and RWA/stablecoin expansion. Investors can continue to follow this line of thinking to further identify high-quality investment targets in this round of crypto altcoins.