When will the altcoin market start?
Two key indicators
For investors concerned about the altcoin market, market consensus points to two major observation dimensions:
1. The "barometer" of Bitcoin's market cap ratio: Currently, Bitcoin's market cap ratio is about 64%, close to the peak of the last bull market (71%). Historical experience shows that when Bitcoin's market cap ratio falls from a high level, funds often overflow into mainstream coins and altcoins. The current market is at a critical point: if Bitcoin's ratio falls below 60%, it may signal the start of the altcoin season.
2. The "funding hub" role of Ethereum: As the core of the public chain ecosystem, the exchange rate of Ethereum (ETH) to Bitcoin ($ETH/$BTC) is an important indicator of market risk appetite. If macro liquidity improves, ETH may become a "transfer station" for funds flowing from Bitcoin to altcoins.
Current strategy: Seeking certainty in uncertainty
In the face of a complex internal and external environment, investors need to grasp three principles:
A long-term perspective is better than short-term speculation: Fundamental factors such as policy recognition, institutional adoption, and technological iteration are still strengthening the strategic value of crypto assets.
Focus on capital rotation rather than betting on a single track: Bitcoin remains the market's "ballast stone", but structural opportunities in emerging fields like Layer 2, Depin, and AI + blockchain are brewing.
Maintain liquidity to cope with volatility: The market may maintain a fluctuating pattern in the short term, reserving positions for flexible adjustments is more in line with current characteristics than blindly chasing highs and cutting losses.
