'When Bitcoin gives up the throne, the carnival of altcoins is just beginning - in September, either get swept to the top by the flood of capital, or be abandoned on the beach by the market!'
Bitcoin 'abdicates', altcoins 'ascend': a long-planned capital migration.
What is the most explosive news in the crypto circle recently? Bitcoin's market share has fallen below 60%! In one week, it dropped from 61.18% to 59.4%, directly losing 1.78% of its 'throne share'. Meanwhile, altcoins (non-Bitcoin crypto assets) total market value surged 3.06% in a week, with funds pouring in like sharks smelling blood - this scene is reminiscent of the 2021 'altcoin season' script!
Coinbase's prediction is even harsher: 75% of altcoins will outperform Bitcoin within 90 days in September. This is not just a guess, but driven by three 'nuclear powers':
Capital rotation: Bitcoin 'loses weight', altcoins 'gain muscle'.
Bitcoin's market share dropped from 65% in May to 59%, equivalent to 10% of its market value (about $200 billion) being 'eaten' by altcoins. Historical data shows that when BTC.D (Bitcoin Dominance Index) falls below 60%, the altcoin breadth index (measuring the number of rising and falling coins) will exceed 75, triggering a comprehensive market. This index is currently just over 40.The potential for growth is comparable to 'from the basement to the top floor'..$7.2 trillion liquidity 'dam' is about to break.
The U.S. money market fund has hoarded $7.2 trillion in cash (higher than China's GDP!), if the Federal Reserve cuts interest rates in September, these funds' returns will plummet, and they will inevitably seek new outlets. In the crypto market, Bitcoin is the 'stable player', while altcoins are the 'high-risk high-reward' casino - funds will flow like tides towards the latter.Ethereum 'ignited', institutions 'sweep goods'.
Ethereum recently hit an annual high of 0.039 BTC, institutions are buying wildly: Bitmine alone increased its holdings by 1.15 million ETH (about $2.3 billion), with institutional holdings exceeding 2%. More critically, the capital overflow effect has already manifested - LDO (Lido token) surged 58% this month, Hyperliquid (HYPE) rose 1.24% daily.The market where institutions eat meat, and retail investors drink soup has arrived..
Dark horse tracks: These 5 types of tokens may make you 'rich overnight'.
Opportunities have arrived, but don't buy blindly! I have screened 5 major tracks, each with 'hard logic + solid cases':
1. Technology breakthrough type: Ecosystem + Practical value = Long-term ticket.
Polygon (MATIC): Ethereum Layer 2 leader, zkEVM mainnet about to launch (10x performance improvement), collaborating with Starbucks, 5,000 stores using Web3 systems to issue membership cards - technology landing + scene necessity, as steady as an old dog.
Chainlink (LINK): King of Oracles, daily trading volume surged 295%, recently established an 'on-chain reserve fund' to solve the data trust issue, market value aiming for hundreds of billions (currently only $7 billion) - while others paint dreams, it directly serves a full banquet.
2. Meme frenzy type: Emotion + Traffic = Short-term wealth
Dogecoin (DOGE): Clear accumulation at the low price zone of $0.24, Musk just said 'we need to integrate the payment system', error rate down 25% - the most 'serious' among Meme coins, sitting firmly on the throne.
KIKICat (KIKI): 40% surge in 24 hours! Backed by the Solana ecosystem (strong performance), also leveraging Giphy's (10.6 billion traffic) IP, trading volume skyrocketed 130% - replicating the myth of Wiki Cat (WKC) with a 239% gain in 7 days, there's still time to board now.
3. New public chain type: Performance + Capital = Disrupting the pattern
Bitcoin Hyper ($HYPER): Bitcoin Layer 2 disruptor, pre-sale raised $9.3 million, low price of $0.0127 + 241% staking returns (annualized), mainnet launches in Q3 - the 'Tesla' of the Bitcoin ecosystem, buying now = early investment in Musk.
Solana (SOL): Weekly trading volume soared 96% to $11.7 billion, ecosystem explosion (DeFi, NFT, Meme coins all included), institutional funds continuously flowing in - the 'challenger' to Ethereum, now priced at only $140, historical high of $260, huge potential.
Personal opinion: I am most optimistic about KIKICat and Bitcoin Hyper - the former has traffic + ecosystem, the latter has Bitcoin endorsement + high returns,符合“低价位+高预期”的暴富逻辑.
Risk Alert: These 3 pitfalls, stepping on one will lead to total loss!
There are many opportunities, but more traps! Be vigilant in September:
High-leverage liquidation crisis: Altcoin contract positions up to $47 billion, if ETH drops 7%, $5 billion in long positions will be forcibly liquidated (similar to the 2022 LUNA collapse) - don’t use leverage, don’t use leverage, don’t use leverage!
Token unlocking tsunami: Over $670 million in tokens unlocked in August (AAVE, UNI, etc.), teams/investors cashing out - avoid tokens in the 3 days before unlocking, or you may get 'cut'.
Zombie Coin Crash: 70% low trading volume + no ecosystem projects will collapse (for example, SOL once dropped 6.59% in a single day due to a bug) - Only buy tokens with actual users and technical teams, don't touch 'air coins'.
Survival Rule: 60% of funds in high liquidity tokens like SOL, ETH (capital preservation), 40% spread across RWA (real asset tokenization) and AI tracks (e.g., Fetch.ai); set a 12% stop-loss, single token position not exceeding 8% - Seeking wealth steadily is the way to go.
September, is it 'wealth creation' or 'poverty return'?
Bitcoin relinquishes the throne, $7 trillion in cash is eyeing the market, Ethereum is about to break historical highs - the 'eye of the storm' for altcoins has formed.
Technical tokens build walls with ecosystems, Meme coins ignite with emotions, new public chains disrupt with performance. But remember: when BTC.D falls below 58%, it is the charge signal (currently 59.4%, just a step away).
At this moment, Bitcoin's retreat is the overture for a full-scale attack by altcoins - are you already on the back of a dark horse?
When the tide turns, it is clear who is swimming naked; when the windfall comes, who will soar into the spotlight.
I am Shen Ce, follow me, and I'll take you to bottom fish and top out, earning your first bucket of gold! (Comment 'September Wealth' in the comment section, and 10 people will receive an altcoin analysis report!)#山寨季何时到来?