Alt season has already started. #TOTAL3 tells us all we need to know.
While Bitcoin has surpassed its previous cycle's ATH, #TOTAL3 hasn't made new highs.
This time isn't different. This chart will make new highs.
Capital will flow into alts like it did before, but it won’t be the same, it will rhyme.
You can’t buy anything, expecting it to go up.
The market has matured by leaps and bounds since last cycle. Better data analytics, more savvy investors / traders / grifters, more sophisticated tools, and better tokenomics.
There’s more narratives, more chains, and way more tokens to choose from.
There are so much more factors at play.
Even with that, tokens will go parabolic. If we play it right, there are opportunities everywhere
Last cycle we added almost $1T to the Altcoin market. From $35B in 2019 to $1T at the peak in 2021, with mostly retail money (#1 below).
Now, we see trillions of dollars from TradFi are ready to flow into this space. Hundreds of billions have already. With more liquidity coming, driven by rate cuts, treasury vehicles, ETFs, and adoption (institutional + retail).
So far, $900B flowed into altcoins (#2 below).
Wouldn’t surprise me to see us add $1-2T, at least, at our peak. Target $2T (#3 below). It will take time for this to work through the market.
While the cycle still has time to play out, now is the time to position in narratives.
Quality projects are at generational entries. Pick your narratives & tokens. This chart looks ready to melt up. Time to get into position.
Our time is now.
God speed.