The crypto market is undergoing a strong transformation, but has the altcoin season – the time when coins other than Bitcoin outperform – truly begun? This article will help you understand the altcoin cycle, update the situation for Q3/2025, analyze the 'investment narratives', and build an action plan to not miss out on opportunities.

⏳ Part 1: The Altcoin Cycle – When Does the 'Season' Really Begin?

Altcoin season usually starts when:

  • Bitcoin Dominance (BTC.D) is decreasing, signaling that capital is gradually leaving BTC.

  • Ethereum (ETH) is rising sharply against BTC, triggering 'risk-on' sentiment.

  • The market is entering a phase of higher risk acceptance to seek greater profits.

📆 A typical altcoin season lasts from a few weeks to a few months, depending on capital flows, macro factors, and triggering events such as ETFs, network upgrades, or monetary policy changes.

📊 Part 2: Current Situation – Has the Season Started Yet?

In Q3/2025, many small-cap altcoins have 'exploded', but most older altcoins have not yet moved. Ethereum has surpassed $4,700 and maintained its upward momentum, laying the foundation for other altcoins.

Here are the latest indicators up to mid-August 2025:

  • Bitcoin market cap (BTC): $2.46 trillion — a historical peak, reinforcing its leading position.

  • Bitcoin Dominance (BTC.D): 59.6% — most of the capital is still focused on Bitcoin.

  • Altcoin market cap (TOTAL2): $1.67 trillion — up more than 50% since early July, preparing to explode.

👉 Assessment: We are at the initial stage of 'altseason' by classical definition — capital has started to rotate from BTC to altcoins, but has not yet reached an explosive peak.

🔍 Part 3: Narratives and Promising Altcoins

Narratives are the 'investment stories' that are attracting the most capital. Here are 5 main narrative groups along with examples of representative altcoins:

3.1. Smart Contract Platforms
These are blockchains that allow the deployment of decentralized applications and smart contracts.

  • Ethereum (ETH): Pectra upgrade, ETF capital flow, massive TVL.

  • Solana (SOL): fast transactions, low fees, diverse DeFi – NFT ecosystem.

3.2. Artificial Intelligence & Blockchain (AI on-chain)
The combination of AI with decentralized technology opens up automation and smart data applications.

  • Virtuals Protocol (VIRTUAL) – AI agents platform.

  • Render (RNDR) – decentralized GPU for rendering and AI.

3.3. Decentralized Finance (DeFi)
The ecosystem of non-intermediary finance, lending, derivatives, synthetic stablecoins...

  • Ethena (ENA) – synthetic dollar.

  • Aave (AAVE) – flexible lending and staking model.

3.4. Layer 2 Scaling Solutions
Addressing congestion, reducing fees on layer 1 blockchain.

  • Arbitrum (ARB), Optimism (OP) – scaling Ethereum.

  • Bitcoin Hyper (HYPER) – next-generation L2 solution for Bitcoin.

3.5. Real World Assets (RWA)
Tokenization of real assets such as real estate, bonds, commodities.

  • Ondo Finance (ONDO) – leading RWA platform.

  • Polymath (POLYX) – tokenization of traditional securities.

🛠 Part 4: Tracking Tools & Action Plan

Success does not come from luck but from preparation. I have a post summarizing reputable websites to track the market (CoinMarketCap Altseason Index, TradingView, CryptoQuant, Binance Research…), you can review it when needed.

Stage 1: Preparation

  • Create a watchlist of 10–15 altcoins according to narratives.

  • Capital allocation: 40% BTC/ETH – 40% promising altcoins – 20% low-cap.

  • Set up tools: TradingView (BTC.D, TOTAL2), follow experts on Twitter/X.

Stage 2: Execution

  1. Confirming signals: BTC.D breaks support, TOTAL2 clearly rebounds.

  2. DCA disbursement: gradually invest capital at various price levels.

  3. Position management: set stop-loss to protect capital, take-profit to realize profits in parts.

Stage 3: Capital Withdrawal

  • Identifying the peak: rampant FOMO, positive news, BTC.D hits bottom and then rises again.

  • Exit strategy: take profits as planned, rotate back to BTC or stablecoin.

💡 Conclusion

The altcoin season is in its initial stage. In your opinion, how low does BTC.D need to drop for the 'altseason' to officially explode? Do you predict that the altcoin season will follow the historical scenario or will there be differences this year? Leave your opinions and predictions for discussion!

#Binance #CreatorPad $BTC $ETH $BNB #Altseason #MarketTurbulence #lamdongbull