š„ Everyone shouts "Altcoin Season!" every time the market goes up.
But the reality is different.
Yes, it will come.
But not yet.
And if you want to understand when and why,
this thread is for you š§µ
The key is not a headline of X or a green candle.
You have to look at how capital flows.
Today:
šø BTC dominance rising
šø Altcoins bleeding
šø Institutions buying security
š Money seeks the best risk/reward.
Bitcoin broke the system.
š”ļø Low risk
š High potential
That shouldn't happen.
But it does. That's why all the capital goes there.
And it's not going to leave... until Bitcoin rises so much
that its risk-reward ratio no longer makes sense.
That's when it breaks.
For there to be an Altcoin Season, we need:
1ļøā£ Bored capital in BTC/ETH
2ļøā£ Money printer turned on
3ļøā£ People with money coming in (retail)
Today, all three are not present.
But it's getting closer.
Core inflation came in bad.
That's what the Fed can actually control.
What's the solution?
They are quietly easing.
š Changes to the SLR ā more room for banks ā more liquidity in the market.
Without touching rates.
A key data point:
š§ When BTC + ETH + USDT + USDC exceed 80% of the market capā¦
ā Money starts to flow into altcoins.
Because capital hates to stagnate.
And yes, we are at that level.
When was the last time it broke that 80%?
ā”ļø Altcoin Season 2021.
It broke everything.
This is not a promise of 30x tomorrow.
But the pattern is repeating.
And this time, there is more liquidity, more adoption, and more tools.
17.61K
114
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.