1. Signals from Coinbase đ
⢠Coinbase is one of the largest exchanges in the U.S., and its reports carry weight with investors. However, itâs important to remember that Coinbase directly benefits from an altcoin season â more trading volume, more fees. So their âbullishâ reports often come with a bit of bias.
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2. Factors Supporting an Altcoin Season đ
⢠Bitcoin dominance is falling: A key signal. When BTC stalls, capital usually rotates into altcoins.
⢠Altcoin market cap up 50% since July: Clear evidence that money is flowing into alts.
⢠Macro environment is favorable: If the FED holds or lowers rates, cheaper liquidity makes its way into risk assets like crypto.
⢠Stablecoin growth: Fresh âdry powderâ is sitting on the sidelines, ready to flow into altcoins.
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3. Risks to Stay Cautious â ď¸
⢠History repeats, but never the same: The last altseason (2021) lasted months, but every cycle has unique dynamics.
⢠Full altseason signal (75% of alts outperform BTC over 90 days): Currently, this is just an early trigger, not full confirmation.
⢠Regulatory risk from the U.S. & SEC: Many alts are under scrutiny; one negative headline could cause money to exit quickly.
⢠Altcoins pump hard, but dump harder: Not everyone wins in altseason. Pick the wrong coin and you risk becoming a bag holder.
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4. Strategic View đ
⢠BTC & ETH remain the core: Keep a portion for safety.
⢠Top-cap alts (SOL, ADA, AVAX, DOT, LINK, etc.): Most likely to attract money first.
⢠Hot narratives: Layer 2 (ARB, OP, ALT), AI tokens, DePIN, RWA, and Gaming could outperform.
⢠Capital management: Altseason offers x10âx20 opportunities, but also x0 if undisciplined. Partial take-profits and strict risk control are essential.
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đ Expert Conclusion:
There are strong signals that a full altcoin season may be on the horizon. Still, this isnât a 100% confirmation yetâitâs more of a setup phase before the big breakout. Those who spot the right narratives and pick quality projects could win big, while blind FOMO could easily lead to losses.
