Don't hope, adapt to the new realities.

Altseason (from English 'altseason') is a period in the crypto market when the capitalization of alternative cryptocurrencies (altcoins) grows significantly faster than Bitcoin. This usually happens according to the scheme:

  1. Bitcoin leads - BTC and large market caps grow first.

  2. Flow effect - Investors take profits in BTC and seek riskier assets with greater growth potential.

  3. Altcoin mania - Sharp growth of small and medium capitalizations (often x5-x100 in weeks).

  4. Sharp correction - The decline of altcoins is significantly stronger than Bitcoin's drop.

Historical examples:

  • 2017: Ethereum grew by 13,000%, Ripple - by 54,000%

  • 2021: Solana - x17,000%, Dogecoin - x15,000%

⚠️ Why the altseason may not repeat in 202x

🏛️ Institutionalization of the market

  • Large funds avoid risk - Instead of risky altcoins, institutions prefer BTC, ETH, and ETFs.

  • Strict compliance requirements - Hedge funds cannot invest in assets with low liquidity and unverified legal expertise.

  • Example: BlackRock and Fidelity are focused solely on Bitcoin.

🔐 Regulatory pressure

  • The SEC under Trump tightened the rules - New liquidity and disclosure requirements make launching 'junk' tokens nearly impossible.

  • Fight against fraud - Regulators are blocking unlicensed platforms where pump&dump schemes were traditionally launched.

  • Statistics: Trading volume on DEX fell by 40% after KYC requirements were introduced.

💸 Changed token economics

  • No cheap money - High Fed rates make risky investments less attractive.

  • Venture funds have become more cautious - The volume of investments in early-stage projects fell by 60% by 2024.

  • Meme coins have taken the niche of altcoins - Retail investors have switched to TRUMP, MAGA, and other political meme coins.

📉 Technical factors

  • Bitcoin dominance reached 58% - BTC's capitalization exceeded $1.8 trillion, leaving little room for altcoins.

  • Correlation with NASDAQ - The crypto market has become more dependent on traditional finance, where blue chips dominate.

  • De-risking - At the first signs of volatility, investors flee to BTC, not altcoins.

📊 Comparative table: Then and now

🧠 Expert opinions

  • Mike Novogratz (Galaxy Digital):
    "The era of 100x returns on shitcoins has ended. Now we need to look for quality projects with real economics"

  • Vitalik Buterin (Ethereum):
    "The market has matured. Now growth will come not from speculation, but from real users and applications"

  • JPMorgan analysts:
    "Bitcoin dominance will increase. The altseason in the traditional sense is over"

💎 What awaits investors instead of an altseason?

  1. Segmented growth - Individual sectors will grow:

    • RWA (tokenization of assets)

    • DePIN (decentralized infrastructure)

    • AI blockchains (projects at the intersection of AI and crypto)

  2. Meme coins as the new altseason - Political and cultural meme coins will give x100 returns, but with huge risks.

  3. Corporate tokens - Large companies (X, Telegram) will launch their own tokens with real economics.

  4. Staking and yield - Instead of speculation, investors will earn income through staking and restaking.

🔮 Conclusion: Is the altseason dead? Long live the altseason!

The traditional altseason with uniform growth of all coins may indeed be a thing of the past. However, this does not mean that investors cannot make money on altcoins. A transformation will occur:

  • ✅ Quality over quantity - Growth will only be shown by projects with real utility.

  • ✅ New growth mechanics - Instead of pump&dump, tokenomics and built-in economics will work.

  • ✅ Segmentation - There will not be a 'season of all altcoins', but there will be seasons of individual sectors.

Investors need to restructure strategies:

  • Study fundamental indicators (TVL, active addresses, yield)

  • Diversify the portfolio between BTC, ETH, and quality altcoins

  • Prepare for long storage periods instead of quick pumps

Altseason is not dead - it has simply grown out of short pants and has become more mature and selective.

CATALOG OF QUESTIONS AS OF 01.09.2025

#BinancehodlerSOMI #TrumpFamilyCrypto