CZ的Alt键帖子是提示吗？
当他发推文时，许多人评论道，猜测他是在暗示即将到来的 Alt 季节，这是最令人期待的反弹，因为Bitcoin价格将跌破 10 万美元大关。
哪个密钥在 Windows 和 Linux 上可用，但在 Mac 上不可用？ pic.twitter.com/z4wfZbPbbD
— CZ 🔶 BNB (@cz_ binance ) 2024 年 12 月 3 日
Bitcoin’s surge and altcoins’ recovery
BTC has risen by 125% in 2024, but altcoins like XRP, Cardano (ADA), and Chainlink remain below their all-time highs. The TOTAL2 index, which tracks altcoin market capitalization, currently stands at $1.5 trillion, far from its peak of $1.71 trillion in 2021, suggesting there is still room for growth in the altcoin market.
The global regulation of crypto strengthens the chances of an altcoin season. Countries like Singapore, Japan, and Switzerland have made progress in regulating crypto, which increases market appeal. With Bitcoin’s dominance weakening and altcoin market caps rising, it looks like altcoins may soon outperform Bitcoin.
Though there were many supporters and potential for Bitcoin, Altcoins has its own potential unlike meme coins, even CZ was frustrated about the meme coin hypes and he felt weird about it. As per the technical analysis, this could be the longest and highest bull run for Altcoins.
CryptoQuant’s take on the altcoin rally
But, Ki Young Ju, CEO of CryptoQuant, shares his views on the altcoin season. He thinks Bitcoin is moving away from the wider crypto market, mainly because of its increasing involvement in paper-based Layer-2 systems like Bitcoin ETFs and stocks of Bitcoin-friendly companies like MicroStrategy.
This change has broken the usual link between Bitcoin and altcoins. Ju believes that only a few altcoins are gaining new liquidity and showing unique trends.
Ju also argues that the next altcoin rally will likely be driven more by stablecoin liquidity rather than Bitcoin asset rotation. With many countries adopting and legalizing cryptocurrency, the potential for an altcoin season is growing. Still, it is expected to be more selective and unpredictable, with only the most resilient and innovative projects emerging as winners.
Altcoins now have two options: create paper-wrapped versions like Bitcoin or develop a more robust “Internet money” ecosystem using stablecoins or Bitcoin itself. Investors are advised to focus on projects that offer long-term value and adaptability, as this altseason is expected to be different from previous ones, with only a few altcoins showing true potential.
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