Analysis: The traditional counterfeit season is disappearing, and institutional funds are shifting towards allocating BTC, ETH, and RWA
According to Cointelegraph, Andrei Grachev, managing partner of crypto market maker DWF Labs, analyzed that the "Altseason" driven by the overall rise of the crypto market is becoming a thing of the past. The surge in the number of tokens in the market, the limited scale of participants, and the absorption of liquidity by crypto ETFs are changing the market structure. Currently, institutional funds are more inclined to allocate to btc-42">Bitcoin, Ethereum, and tokenized real-world assets (RWA), further diverting attention and funds away from altcoins. In the future, the market will see shorter narrative cycles and more intense sector rotations, with a large number of mid- to long-tail tokens resembling high-risk investments or "casino-like" assets, struggling to survive solely on speculation.
Data shows that over the past 13 months, the market capitalization of altcoins has cumulatively flowed out more than $209 billion, and currently about 38% of altcoin prices are close to historical lows.
You may also like

Tether's major shareholder invests £12 million to support the "British version of Trump" in the cryptocurrency sector

Huang Renxun's Latest Podcast: Will NVIDIA Reach $1 Trillion? Will the Number of Programmers Increase Instead of Decrease? How to Deal with AI Anxiety?

Besides Resolv Hack, This DeFi Vulnerability Type Has Occurred Four Times

Trump Cries Peace, $1.5 Billion Dash | Rewire News Evening Brief

From x402 to MPP: Cloudflare's crucial vote, will it go to Coinbase or Stripe?

BlackRock CEO issues annual open letter: The wave of tokenization has arrived, and we will lead this trend

When Backpack backstabs the community

When gold is no longer a safe haven, and Bitcoin continues to panic

Trump, the World's Largest Oil Trader

If the US and Iran have not reached an agreement in 5 days, what other cards does Trump have?

Tether Whale Dumps £12 Million, Backing Crypto’s ‘British Trump’

Ethereum Foundation Post: Rethinking the Division of Work Between L1 and L2 to Build the Ultimate Ethereum Ecosystem

Two Major Prediction Market Platforms Unite Rarely, What Is the Story Behind This New Fund?

Dragonfly Partners: Most agents will not engage in autonomous trading, how can crypto payments prevail?

US AI Startup Goes All In on Chinese Mega-Model | Rewire News Morning Brief

Trump Lies Again: A "Five-Day Pause" Psyop, How Wall Street, Bitcoin, and Polymarket Insiders Synced Uposciogen

When a Token Becomes Labor, People Become the Interface

