For this wave of altcoins, whether they can take off depends on these two points
Recently, everyone has felt the market rhythm: Bitcoin and Ethereum are taking turns to surge, while altcoins are still playing dead.
At this time, we need to look back at how the wave of rotations went in the second half of last year, 2024—Bitcoin started running in September, skyrocketing to 100,000 in four months, and it was only after November that altcoins began to take off. The typical rhythm of that wave was: Bitcoin surged first, Ethereum followed, and finally, funds flowed into altcoins.
The current market is, to some extent, replicating last year's path:
On a macro level, while the Federal Reserve's policy is hawkish in words, the market has begun to bet on a pivot, coupled with election expectations, the window is getting closer;
On the funding side, stablecoins have also started to quietly gain momentum—last November to December was a peak for stablecoin issuance, and this round has just begun;
Currently, the money in the market is still fighting in the mainstream, while altcoins have not truly begun to take off.
But I want to say: at times like this, it is often the vacuum phase before the explosion.
In the past 24 hours, most altcoins have remained still, but if you look at the details, some low-position coins have already started to see funds slowly accumulating, with transaction volumes gently increasing, clearly absorbing quietly.
Referring to historical rhythms, if Bitcoin can really stabilize above the key level, it is very likely that there will be altcoin takeoff signals within a month.
So where is the opportunity in this wave? Here are some thoughts on selecting coins:
Choose those that have already emerged from the bottom structure;
Transaction volumes haven't exploded, but have been warming up recently;
Focus still on the infrastructure direction, and the AI sector, keep a close eye on a few leading players.
Don't rush, don't be anxious, just be in position when the wind rises.
Let's wait until the CPI data is released, the key is whether there will be a rate cut in June, if rates are cut, prices will rise, if not, we will see declines.
