Attention! The structural altcoin season is about to explode, and only two types of coins will surge.
Bitcoin breaking its peak and Ethereum pushing towards 6000 is not the end; the following altcoin season is the climax of this round, but this time only a few will make money.
The market has just sent a key signal: the total market capitalization of altcoins has reached a historic monthly closing high, breaking 1.6 trillion dollars. This is a decisive breakthrough since the rebound from the 2022 bottom. At the same time, the ETH/BTC exchange rate has shown multiple bullish patterns, indicating that funds are about to flow from Bitcoin to altcoins.
01 Market roadmap: BTC→ETH→Altcoin season
This round of market has formed a clear transmission path: BTC breaks the previous high → ETH breaks 6000 → Altcoins explode. However, unlike previous times, this altcoin season will be extremely compressed, lasting only a few weeks; calling it an “altcoin week” is more accurate.
Historical data shows that altcoins usually perform strongest from October to December. Combined with the current technical situation and cycle position, this time may welcome one of the strongest altcoin rebounds in history.
02 Structural opportunities: Two types of coins will outperform the market
This altcoin season will present distinct structural characteristics rather than a general surge. Only two types of tokens will stand out:
Value coins: Projects with substantial use cases and fundamentals. For example, Chainlink collaborates with the U.S. Bureau of Economic Analysis to put official data on-chain, providing strong fundamental support.
Hot coins: Tokens with strong community market interest. For example: Elon Musk's puppy.
The vast majority of altcoins will only correlate with the overall market, with limited gains. Capital will be highly concentrated in assets that combine narrative clarity and liquidity.
03 Layout strategy: Focus on the core, seize the opportunity
Facing the brief altcoin window, investors need to adopt different strategies:
Keep a close eye on the ETH/BTC exchange rate, which is a key indicator for judging the altcoin market. Once ETH starts to outperform BTC, it means funds are shifting towards altcoins.
Focus on projects with real demand, and stay away from tokens that merely tell stories. This rebound will be highly selective, favoring tokens that combine practicality and value creation with the real world.
Keep up with the rhythm of capital rotation. When Bitcoin's dominance falls below the critical level of 59%, altcoins may fully start.
This time, don’t ask “Why hasn’t my coin increased?” — the market will only reward those who focus on the two types of core assets: value and hotness.
