“Alt season is a myth.”
“ETH is dead.”
“Crypto is finished.”
That's the sentiment right now.
But if you’re listening to what institutions are doing, not saying, a different story unfolds.
Here’s the quiet setup for the next altcoin wave…
🧵 👇
1/ While everyone panics over boring price action, institutions are quietly making their move.
BlackRock, Fidelity, PayPal, and Coinbase are deploying billions into ETH and Ethereum infrastructure.
2/ BlackRock added millions worth of ETH during recent dips and that too without flinching.
Fidelity increased its ETH holdings by 20% in just days.
3/ Take a look at the inflows above
ETH ETFs saw over $500M net inflows in May.
BlackRock’s ETF now holds $2B AUM.
Fidelity isn’t far behind.
These are long-term bets. Not bets on narratives but bets on the base layer of digital finance.
4/ But they aren’t just buying but building :
– State Street is tokenizing real-world assets on Ethereum
– Over $1.2B in tokenized RWAs already live
– Ondo Launched Global Markets Alliance For Tokenized Securities with Solana and more
This is infrastructure, not speculation
5/ Coinbase has become the largest single ETH validator, staking more than anyone else.
Over 33M ETH is now staked which is nearly 27% of supply.
6/ Historically, Q3 in post-halving years is volatile with pumps too
Q4? That’s when markets tend to flip.
The timing aligns with potential rate cuts and a shift in market momentum.
Altcoins may be boring now… but boredom is how accumulation starts.
7/ Retail will likely rotate out early, frustrated and impatient.
They’ll chase hype cycles, buy late, sell early, and miss the moment.
Right now retail interest is low but it will come back soon.
8/ What am I watching?
– Bitcoin dominance trends
– ETH staking growth
– ETF inflows
– Fed’s possible rate cuts in September which are predicted around 71%
Once Bitcoin dominance drops and ETH gains strength, altcoins could run violently in Q4.
More I tell you later if you want
