'Bitcoin has reached $120,000, why are altcoins still in the ICU?'

Recently, various communities have exploded—Bitcoin and Ethereum have collectively hit new highs, BNB broke $880, but once powerful 'altcoins' seem to be cursed, with 90% of coins still moving sideways or even declining. Veteran investors are restless: Will the altcoin season return in this bull market?

Don't rush, we will tear open the truth with data.

1. History doesn't lie: The explosion of the altcoin season is just one last 'gate' away.

In the two bull markets of 2017 and 2021, the explosion of altcoins has never been 'all up and down together'.

- 2017: After Bitcoin rose to $20,000, funds poured into 'new stars' like ETH and Ripple, then small coins kicked off a 'hundred-fold carnival';

- 2021: After ETH broke $4000, the DeFi and NFT sectors exploded, and altcoins like SAND and AXS directly staged a '1000x myth'.

And today:

1. Bitcoin market share at 60%: Close to the critical value before the bull market in 2020 (73.5%), historical patterns show that once it drops below 60%, funds will flow crazily into altcoins;

2. Total market cap of altcoins is $1.5 trillion: Only 30% away from the peak in 2021, but leading projects (like TAO, ONDO) have quietly broken previous highs;

3. Whales in action: On-chain data shows that addresses holding over 1000 BTC recently sold over 50,000 coins, and funds are being transferred to small and medium-cap altcoins through stablecoins (USDT/USDC).

Conclusion: The 'powder keg' of the altcoin season is in place, just waiting for a trigger—approval of the Ethereum ETF or Bitcoin breaking $150,000.

2. The 'new rules' for the altcoin season in 2025: Don't go all in on 'meme coins'.

In this bull market, the way to play altcoins has completely changed:

1. 'Pseudo-altcoins' accelerate their demise.

- 90% of small coins with no real application and poor liquidity will be eliminated (like those tokens that rely on 'meme narratives' for speculation);

- Only the leading projects in the three sectors of AI, RWA, and modular blockchain can survive to the end.

2. 'Slow bull' replaces 'crazy bull'.

- Institutional funds dominate the market, altcoin price increases require 'performance support':

- TAO (Bittensor): Decentralized AI computing power network, has partnered with Apple Vision Pro, market cap only $3 billion (compared to OpenAI's $150 billion);

- ONDO: Leading tokenization of US debt, backed by BlackRock, with an annual return of over 15%.

3. 'Partial bull markets' have become the norm.

- Funds will only concentrate on 5-10 super tracks, such as:

- Modular blockchain: Celestia's 'LEGO block' model supports 80% of Rollup projects;

- Game metaverse: Pudgy Penguins (PENGU) physical cards + chain game ecosystem, daily active users exceed 500,000.

3. How can retail investors seize the altcoin season? Remember these 3 iron rules.

1. Only invest in projects with 'backing'.

- Institutional holdings > 30%: such as ONDO (BlackRock), SUI (Mill City Ventures);

- Listing on top exchanges: The 'listing means skyrocketing' effect of Binance and Coinbase is still effective.

2. Arbitrage using 'time differences'.

- Bitcoin peak period ($120,000 - $150,000): Reduce BTC holdings, invest in altcoin index funds (like MVI);

- Bitcoin correction period (below $100,000): Buy bottom modular blockchain and RWA sector leaders.

3. Set a 'stop-loss firewall'.

- Single asset position ≤ 5%, decisively stop-loss if it breaks below the 20-day moving average;

- After profits exceed 50%, take partial profits (for example, reduce position by 20% every 10% increase).

4. The altcoin season won't disappear; it has just changed its 'costume'.

Remember the 'shitcoin' from 2021? It rose 1000 times but ultimately went to zero.

The altcoin season in 2025 is destined to belong to projects that have 'technology, scenarios, and institutional endorsement'.

Focus on the wheat, helping you outperform the bull market!#ETH创历史新高 #杰克逊霍尔会议 #BNB创新高 #以太坊生态山寨币普涨