Why Can Altcoin Season Happen But Not for Everyone? 🤔🤔
The Difference Between 2017-2018 vs 2024-2025
✨2017-2018 ("Classic" Altcoin Season):
✅Number of tokens: ~1,500 – 3,000 (according to CoinMarketCap).
✅Crypto market capitalization: Peaked at $800 billion (12/2017).
✅Characteristics that easily drive prices:
🔹Simultaneous pump cycles fueled by the ICO (Initial Coin Offering) craze.
🔹Lack of clear segments – most altcoins just needed a good-looking promise.
🔹Retail investors dominated, easily influenced by FOMO.
🔹Example: Ripple (XRP) increased by 35,000% in 2017, Dogecoin (DOGE) increased by 10,000%.
✨2024 -2025 (Highly Fragmented Market):
✅Number of tokens: Over 36 million tokens (including meme coins, DeFi, NFTs, RWA...). 12,000 times more.
✅Crypto market capitalization: ~$2.4 trillion (7/2024). (Only increased by 3 times).
✅Characteristics that make it hard to drive prices:
🔹Diverse narratives (investment stories): AI, DeFi 2.0, RWA, meme coins, GameFi... Leading to very short trends.
🔹Capital flows concentrated in groups with fundamentals: Only 5% of altcoins have TVL > $100 million (DefiLlama).
🔹Polarized liquidity: Top 20 tokens account for 85% of total volume (Binance Research).
🔹Excess tokens, lack of real value.
🔹Statistics from Etherscan: The current ratio of "zombie tokens" is 60% of tokens that have had no transactions in 30 days.
🎯Therefore,
The 2025 altcoin season is not a "rain of money" for every token, but a race for narratives with practical applications and strong communities.
Remember: "The chance of hitting a junk altcoin now is 90%" 🚀