The Night Before the Surge: How Wall Street Capital Ignites the Altcoin Season?
The tides of the crypto world are fluctuating intensely. Wall Street veterans are quietly positioning themselves, and traditional secondary capital is forming a migratory torrent. This liquidity feast, four years in the making, is about to tear open the curtain of dawn.
Survivors of three cycles understand: when the market shouts 'Bitcoin is eternal,' it is precisely the eve of reversal. In 2017, Ethereum broke through 800, and no one foresaw the DeFi summer; in 2021, discussions about institutional entry were rampant before the animal coin frenzy. In this moment of silence, the undercurrents of capital are reconstructing the value coordinate system.
The real cash cows are waiting for a marriage with U.S. stock market liquidity. The order book depth of Hyperliquid rivals that of traditional exchanges, Pump.fun's social fission is akin to a crypto version of Xiaohongshu, and Ethena's synthetic dollar is rewriting the rules of stablecoins. These warriors, having undergone cyclical baptism, should command a 5-10 times premium within the Nasdaq valuation system.
The Bitcoin dominance curve draws a familiar parabola, falling from 65% to 58% is just the beginning. Historical data shows that when BTC.D falls to the 40% range within six months, the real carnival will begin. The current pessimistic voices about altcoins are so similar to those of 2018 and 2020, and it is precisely these moments that breed legends.
When restructuring your portfolio, hold on to three benchmarks: Is the project still resilient after three life-and-death tests? Does the business model continue to generate cash flow? Do you truly understand and can you use its product? This is not gambling; it is precise hunting for value discovery.
The giant wheel of traditional capital is turning around. When U.S. retirement accounts allocate to UNI and pensions flow into Aave, this liquidity feast will eventually erupt. True wealth is not about chasing trends but about standing in advance at the riverbank that the tide must pass.
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