Why does Bitcoin need to break the $100,000 mark again for altcoins to experience a significant surge?

The $100,000 threshold for Bitcoin has become an important psychological anchor in the crypto market. Research reports from several venture capital firms indicate that when BTC breaks this threshold, its asset properties will accelerate the evolution towards the value storage paradigm of digital gold.

This will lead to a significant differentiation in market liquidity structures: mainstream tokens will exhibit a stronger liquidity siphoning effect, while the explosive cycle of altcoins may only truly arrive after BTC completes its key breakthrough.

From the perspective of market evolution logic, the two altcoin seasons in March and November 2024 essentially serve as paradigm shift windows formed by Bitcoin breaking its historical highs. When BTC breaks through previous highs, it not only breaks the psychological shackles that have lasted for two years but also triggers professional institutions, including quantitative funds and market makers, to adjust their asset allocation strategies. These market participants typically prioritize assets with sufficient liquidity depth, thereby reshaping the value of the altcoin market.

The current market is showing signs of liquidity contraction, with on-chain data indicating that the total market capitalization of stablecoins is continuously flowing out, and CEX spot trading volumes have shrunk to deep bear levels.

This funding pressure creates a negative cycle with market confidence, leading institutional investors to prefer maintaining low-risk exposures in the absence of clear price coordinates.

Therefore, Bitcoin breaking the $100,000 threshold is not only of technical significance but is also crucial for building new market consensus. This confidence premium often leverages a funding effect that can be 5-10 times the actual liquidity. From the perspective of behavioral finance, when FOMO sentiment resonates with market maker liquidity supply, the market will enter a true stage of value reassessment. #AI概念币领跑