Recently, the capital flows and market value changes between Bitcoin, Ethereum, SOL and meme coin sectors have revealed a lot of key information.
Let’s first look at the changes in realized market value (RC). In the past 30 days, Bitcoin’s RC has increased by 5.62%, ranking first among these assets; Ethereum increased by 1.71%, closely followed; SOL increased by 1.56%, and the meme coin sector increased by 1.15%. This data shows that Bitcoin still attracts the most capital inflows with its huge market value base, followed by Ethereum.
(Figure 1)
However, the situation is different from the price performance. The meme coin sector has performed the best with a price surge of 87% in 30 days; Ethereum price increased by 32%, ranking second; and Bitcoin price increased by only 11%, ranking last. This phenomenon reveals that when market sentiment is fully mobilized, even if Bitcoin occupies a large amount of funds, as long as some funds are diverted to other crypto assets, it can bring more significant price increases to these assets.
(Figure 2)
Looking at the market value of altcoins, its 7-day moving average (7D SMA) has exceeded the 30-day moving average (30D SMA). This is a relatively positive signal, which means that the market value of altcoins is accelerating in the short term.
(Figure 3)
Looking back at history, similar situations occurred in November 2024 and April 2025. Although this does not absolutely mean that the altcoin market will definitely explode, combined with the capital inflow and price growth of the Ethereum and meme coin sectors mentioned above, we have reason to believe that this is an important sign of a positive trend in altcoins.
However, it should be noted that the total amount of market funds is relatively limited. After being diverted by Bitcoin and Ethereum, whether the remaining funds can support the full prosperity of altcoins is still uncertain. #山寨季何时到来？
