Amid the ongoing volatility of the crypto market, a group of prominent analysts like Joao Wedson (Alphractal) and Merlijn are pointing out a notable signal: the altcoin season – or 'altseason' – may erupt in mid-2025, particularly between April and May. This is not just a simple price increase phase, but could be a time to reshape investment strategies widely as Bitcoin gradually enters a phase of declining dominance.
Altcoin stands before a historic opportunity if the ETF is approved
Both Wedson and Merlijn agree that one of the key factors that will trigger the upcoming altcoin season comes from ETF proposals based on altcoins – something that has previously focused only around Bitcoin and Ethereum. The SEC's consideration of ETFs tied to smaller assets like Litecoin shows a door is gradually opening. According to Wedson, "even if Bitcoin continues to adjust, the altcoin market will still experience growth from April to May 2025."
Portfolio direction: Ethereum, Solana, Tron return to the stage
If altseason occurs, investors need to look back at their current portfolio soon. Coins like Ethereum, Solana, and Tron are seen as top candidates for capital rotation. Although there is currently no significant institutional capital flow targeting altcoins, analysts believe that expectations around ETFs will trigger a new wave of FOMO. Influential trader Ak47 commented: "If altcoin ETFs are approved, it could be the starting gun for a real bull season."
Lessons from 2021: When Bitcoin gives up the stage
The historic event of 2021 – when Bitcoin peaked in dominance and then saw a strong influx of capital into altcoins – is cited by experts as a viable scenario that could repeat. As BTC begins to lose market share, altcoins will receive capital flows as a lower-risk alternative, but with higher potential returns.
Q2/2025: Important accumulation phase
According to historical models, the accumulation phase lasting from early Q2 to mid-year is often a precursor to a strong breakout. If large capital flows begin to shift – especially from institutional investors attracted to new altcoin ETFs – then Q2 2025 could be a crucial turning point for the entire market.
Conclusion: Opportunities are not for the impatient
Although current signals remain at forecast levels, the big picture is forming: an altcoin season is no longer a fanciful dream but could be a logical outcome of the market cycle, capital flows, and changes in ETF structure. Patient accumulation, preparing the portfolio correctly, and not getting caught up in Bitcoin's current dominance are what analysts are quietly suggesting.
