Bitcoin has surged past 120,000, and many people holding altcoins are likely wondering: is this thing done for? Ninety percent of small coins are still lying low; where's the promised 'altcoin season'?

Altcoin season isn't dead; it's just following a new script.

Just look at the funding situation. Bitcoin's market capitalization share has dropped from 60% to 51%, and if it falls below 50%, the pent-up funds will have to flow into altcoin pools. Not to mention that stablecoins are holding $160 billion, just waiting for a signal.

Policies have also loosened up. The new legislation has given the green light to some meme coins, and the SEC is not as aggressive with staking tokens anymore. If the Federal Reserve lowers interest rates in September, altcoins could very well leap higher than Bitcoin — that's an old trend.

Institutions are also quietly positioning themselves. Giants like Grayscale and BlackRock are generating interest through tokenized products while keeping an eye on the Ethereum ecosystem and AI concept coins. Retail investors aren’t as frantic as before; they no longer hear a rumor and jump in.

Thinking back to the ICO boom in 2017, any white paper could raise funds. That's not the case anymore; it's about real substance — whether there's income and if the technology is solid. Those who only tell stories have long been filtered out by the market.

I suspect September holds promise: interest rate cuts, Ethereum ETF funds flowing in, and policies igniting the fire could lead to an explosion. But don't be complacent; market makers messing around and policy shifts could spoil things.

Retail investors looking to make money need to change their old habits. Stop thinking about going all-in for quick riches; focus on coins with a market cap below $1 billion that have solid foundations, and don’t allocate more than 30% of your portfolio, with no single coin exceeding 5%. Keep an eye on the movements of large wallets; take profits when necessary, and if not, use tools to hedge against risks.

In short, altcoin season hasn’t disappeared; the thresholds have just been raised. Blindly following trends definitely won't work; you need to keep your eyes wide open and select wisely, approaching things steadily. Whether the profits of a bull market can be secured depends on this discernment. Is the altcoin you hold genuine or just a bunch of fluff?

If you're feeling a bit lost or need more guidance, feel free to reach out to me anytime; I will provide you with a detailed analysis!

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