The season of altcoins in this bull market may be completely different from previous ones. Watching BTC fluctuate around 105,000 while most altcoins show no signs of life, this divergence is worth noting.
I carefully studied the data and historical cycles and found several key changes.
The flow of funds has completely changed. Previously, after BTC rose, funds would rotate into altcoins; now institutional funds only recognize BTC and ETH, continuously attracting capital through ETFs and micro-strategy models.
Regulatory pressure is shrinking the survival space for altcoins. The SEC frequently issues subpoenas, and only a few compliant projects can survive.
Liquidity crisis. When BTC drops slightly, altcoins bleed profusely, indicating that market depth is too poor.
If Bitcoin truly falls to 9-9.5, I expect quality altcoins (like TON and SUI, which have real ecosystems) may correct by 20-30%.
Those air coins and meme coins could very likely be halved again and again.
Still the same saying: follow the wolf to eat meat, follow the dog to eat shit.
Pay attention to: OM SUI SOL FUN BTC
