For months, we watched USDT market cap steadily rise while altcoins kept bleeding out.
Liquidity wasn’t leaving the system as it was simply sitting on the sidelines, waiting for the right moment.
Liquidity is now rotating back into alts and this signals that capital is deploying, not exiting.
At the same time, the bear market rally thesis is quickly losing ground. Bears argued this was nothing more than a temporary bounce before new lows. But the price action isn’t following that script. Historically, when Bitcoin forms a macro top, we see a clear pattern:
Why does this matter for alts? Because when BTC shows strength and confidence returns to the market, altcoins thrive. We’re now entering that phase:
✅ Bitcoin is holding strong
✅ Liquidity is rotating into alts
✅ Macro uncertainty is easing
If history is any guide, the real altcoin rally hasn’t even started yet.
Position accordingly.👇🧵