My intuition tells me that the crazy altcoin season of widespread growth is about to arrive. This season of widespread growth in altcoins must involve a large influx of external funds. Take my friends as an example; many of them, who are early birds, have already started to invest in altcoins after entering the secondary market of ETH stocks. When ETH truly triggers FOMO, there will definitely be more traditional incremental funds entering the market, and in my view, liquidity overflow seems almost inevitable.

In fact, there are many cash cow quality assets in the crypto space that, if placed in the US stock market, would be assets with a premium of 5-10 times. It is highly likely that these assets will be bridged to the US stock market through crypto stocks to capture liquidity this time around. Hyperliquid, Pump, Uniswap, Aave, Ethena, Pendle....

This is the third cycle, and every time most people think, 'This time is different; only BTC has value,' the altcoin season begins. Each cycle sees BTC's market share rise to around 70%, and then within half a year, the altcoin season brings BTC's market share back down to 40%. During the bottoms of previous cycles, the argument that altcoins are useless was even stronger than it is now.

If you are considering switching to altcoins, hold onto those that: 1. Have gone through at least one round of cycle cleansing, 2. Are cash cows with growth potential, and 3. Are products you understand and would use.

BTC's market share has increased for four years; it has just reversed for two months, dropping from 65% back to 58%. Most of this drop has been consumed by ETH's rise. This wave of altcoin season hasn't even started yet; BTC.D is still expected to see 40% at the peak of this bull market. Don't panic, folks; just like before, I will let you know when to take profits.