Old Zhao from the crypto circle is back! I must share some big news with you today: the total market value of cryptocurrencies has just surpassed $4 trillion! But don’t just shout 'bull market' too soon, I want to confidently say: the real heavyweight—altcoin season, is really coming this time! However, it might not be what you think!
1. $4 trillion is not the finish line, but the call to arms for institutions to seize opportunities!
This time, with a market capitalization of over $4 trillion, there stands a major backer— the U.S. Congress! They just passed the (Genius Act) to set rules for stablecoins, and Trump is fully backing it. What does this mean? The big sharks on Wall Street can finally step in with their money bags without worry!
What's even more explosive is that Trump is preparing to sign an executive order allowing $9 trillion in American retirement funds to buy cryptocurrencies! Retirement money is coming to the crypto market to seek profits; who can stop this wave?
Just look at the data and you'll understand:
Bitcoin ETFs attracted $5.5 billion in July, and Ethereum ETFs swallowed $2.9 billion—this is not retail investor activity; it's institutions going on a buying spree!
Even listed companies are addicted to hoarding coins: Bitcoin holdings account for 3.2% of the total, and Ethereum is even more exaggerated, with 9.6% of ETH already included in the reserves of listed companies, with SharpLink Gaming alone accounting for 3%!
Old Zhao's sharp comment: In the past, bull markets were all about retail investors shouting loudly, but this time institutions are quietly accumulating large positions. They have filled up on Bitcoin, and the next bite isn’t altcoins; are they going to chew on their keyboards?
Two, altcoin season is not dead! But it has come in a new suit.
I know some people will argue: 'Old Zhao, the altcoin season index dropped like a dog before, and now it has only crawled back to 32, far from the 75 threshold!' But brother, take a closer look—this index has soared from the June low of 15; the spark of capital rotation has already been ignited!
More importantly, this round of altcoin season is customized for institutions:
1. Funds only recognize reputable names: institutions dare not trade meme coins; they focus on legitimate assets that can appear on corporate balance sheets—like BNB, SOL, TRX, HYPE, which are stockpiled by listed companies, as well as XRP, LTC, HBAR on the ETF candidate list.
2. If the rise happens, it must be graceful: don’t fantasize about a chaotic dance of small coins! This round is led by Ethereum (the king of institutional stockpiling), SOL (opening the door for compliant ETFs), and Uniswap (which soared 24% in a single day)—all are big players that institutions can understand and dare to bet on!
3. The ammunition depot is stacked high: exchange stablecoin reserves exceed $31 billion, equivalent to a pile of cash bombs waiting to explode into the altcoin market!
Old Zhao's sharp comment: Still waiting for the altcoin index to hit 75? By the time it does, the soup will be cold! Institutional money is already flowing quietly, and the 8% rebound in the ETH/BTC exchange rate is a signal flare!
Three, want to reap profits? Focus on these three 'golden tracks'
I'm telling you from the heart, this market cycle cannot be approached blindly! The tastes of institutions have changed, and our strategy must change too—follow compliance and follow the big funds!
Track 1: Corporate Inventory Coins
$SOL : Deep drop, high elasticity, ETF expectations are still fermenting.
HYPE: A new public chain dark horse, strong cash flow, institutions love this kind of 'money-making protocol'.
$ETH : No need to say more, listed companies hold 9.6%**, that's the real institutional consensus.
Track 2: ETF Candidate Kings
$XRP : Nearly settling after a 5-year lawsuit with the SEC, the probability of spot ETFs being approved this year is extremely high.
LTC & HBAR: Perfect compliance, strong anti-dip, a choice for steady victories.
Track 3: RWA Real Assets on Chain
Real estate, bonds, and gold tokenization! Citibank predicts stablecoin scale will surge to $3.7 trillion by 2030—RWA is the next trillion-dollar opportunity!
Old Zhao's advice: Don't complain that large-cap coins rise slowly! Institutions aren't speculative funds; they only buy targets capable of carrying large amounts of capital. Small coins can be played, but the main positions must follow those in suits!
This time, let the institutions lift us up!
Brothers, $4 trillion is not the finish line, but the starting point of a new era. When retirement funds and listed companies rush into the crypto space, all we need to do is to squat in their paths ahead of time! This round of suit-clad altcoin season is destined for rational yet bold hunters.
Remember what Old Zhao said: In a bull market, it's better to win by knowing how to win than to lie back and win. Wherever the institutions steer the wheel, we should step on the gas! If you're confused and don’t know what to do, click on my profile for comments. I need fans, and you need references! #山寨季何时到来？
