Every Zipp story tagged #AltcoinSeason, newest first.
Chris Giancarlo sees securities and real-world assets moving on-chain by 2036, while regulatory changes could accelerate 24/7 tokenized markets and altcoin demand.
The shift puts market breadth at the center of the rally, with rotation beyond Bitcoin becoming the key signal for altcoin traders.
The shift marks a contrast with August, when Bitcoin led while altcoins stayed relatively flat; the latest rally is spreading across the broader market.
The setup rests on a shift from years of liquidity contraction to expansion, but $87K resistance, oil risk and sharp pullbacks remain key tests.
The thesis links crypto's next major move to PMI and Russell 2000 expansion, while Bitcoin still faces resistance and a possible test of $70,000.
XRP's setup is improving as BTC dominance slips below 59%, but 16 prior golden crosses show the pattern can deliver sharp gains without lasting a year.
Broad gains across major tokens and a 2% rise in total market value point to a wider risk-on move, though $82,000 remains the next key Bitcoin test.
Capital is concentrating in a few regulated products, while Bitcoin's market share stays broadly stable and smaller altcoin categories lag.
Golden cross on BTC, 20-month MA test on total crypto cap, and altcoin dominance breaking out of a 15-month base, all lining up like they did in April 2020.
Price hit $81,455 overnight, but couldn't crack the $82,800 gate where May rejected. Meanwhile, TRUMP memecoin ripped 24% on derivatives flow, and BVIV says options traders see no Jackson Hole shock.
The pullback is small in dollar terms but the rotation is structural: capital is fleeing altcoins and stablecoins into BTC, gold and silver, and the long/short ratio is flashing indecision.
BTC holds $64.6K after Tuesday's soft CPI push while Strait of Hormuz saber-rattling trims overnight gains and keeps the market consolidating rather than breaking out.
The setup that launched the 2020 altcoin rally is back: ETHBTC pushing its 20-week moving average while the ex-Bitcoin market cap sits 6% below a multi-year confirmation zone.
BTC slipped from a two-week high near $64,500 with futures OI falling to 740K from 776K and ETF demand still soft, the same derivatives tape that took out $500M in shorts in 24 hours.
The signal, which reads whether the top 250 altcoins are outperforming Bitcoin, has held in altcoin-season territory even as BTC pulls back, suggesting the rotation is no longer just a denominator…
BTC is off more than 50% from its October high, $200M in leveraged longs have already been liquidated, and a sub-$60K slide puts a $712M options magnet at $50K directly in price-discovery territory.
Glassnode's index just printed 86, a reading that usually means capital is rotating into alts. It isn't. Bitcoin is doing most of the selling, and that is the whole story.
The signal is built from the top 250 altcoins ex-stablecoins, so the read is a basket call rather than a single-coin verdict, and the current print sits well inside Altcoin Season territory.
Headline-grabbing 30-day winners — WLD up 149.6%, JTO 46.7%, HYPE at a $77 ATH — mask 15 straight months of net spot selling and a $240B cumulative buy-sell deficit in the altcoin cohort.
US spot bitcoin ETFs lost a net $64 million on Monday even as every other major crypto ETF category took in fresh cash…
Altcoin Daily
CoinTelegraph
Glassnode
Crypto Capital Venture
CoinDesk
CryptoSlate