Last night, the global capital markets staged a "symphony of ice and fire": traditional financial markets faced the triple blow of U.S. Treasury bonds, U.S. stocks, and the dollar, while Bitcoin soared against the trend, breaking through $110,000, surging 8% in 24 hours to become the new "king of safe-haven assets."
The total market value of cryptocurrencies has historically surpassed $3.5 trillion, but the protagonists of this feast are not retail investors—when BTC is just a step away from its previous high, ETH still has double the space, and altcoins are even more distant, the seasoned investors can only remain silent about their positions. The sporadic mentions of "bull return" in investment groups go unanswered; at this moment, every investor should ask themselves: is your initial Bitcoin still there?
Technical indicators show that after a month of sideways consolidation at $107,000, Bitcoin has finally welcomed a resonance breakthrough in both technical and fundamental aspects. Unlike the leveraged bull market of 2021, this round of rise shows significant deleveraging characteristics: while open contracts have reached a new high of $34 billion, funding rates remain neutral, and on-chain data reveals a healthy trend dominated by institutions—active addresses are steadily increasing, and large transfers are concentrated in institutional channels like ETFs, while retail participation is becoming more rational.
When the Bitcoin frenzy becomes a source of anxiety for some, the altcoin market is just beginning to unfold.
The cyclical law tells us:
Altcoin Season 1.0: Three years of bottoming, one year of explosion.
Altcoin Season 2.0: Three years of bottoming, one year of explosion.
Altcoin Season 3.0: Three years of bottoming, explosion imminent.
Historical trajectories suggest that the peak of this altcoin market cycle will occur in Q4 2025 to Q1 2026, and we are currently still in the golden layout period.
$B's listing on Binance Alpha has sparked market divergence, but one needs to see clearly its strategic transformation—from an AI concept to positioning itself as the leader in the USD1 track. In terms of the valuation logic for the USD1 concept leader, a market cap of $100 million plus Binance contract positions is already the baseline. Currently, $B has monopolized 95% of this track's trading volume, even the Trump family's stablecoin relies mainly on its network, creating a strong moat due to this first-mover advantage.
If I were little Trump, honestly, I would be willing to meet and encourage a team that is so understanding and capable.
So personally, I suggest that the BUILDon team contact WLFI as soon as possible and plan a trip to the U.S. to establish a closer relationship between WLFI and $B, even getting WLFI's address to buy some coins, haha, that would be explosive. So the $B I bought on the secondary market is just like my $Skyai, I haven't sold a single cent.