Murad Cancelled the Altseason Narrative in 2025, Claiming the Old Cycle Would Never Return.
Now That It’s 2026, Are We Getting a Selective Altseason Where Most Coins Get Left Behind?
THE DARK SIDE OF TOKEN UNLOCKS
$SEI
• Price is ~6X from ATH
• MC is ~3X from ATH
$RENDER
• Price is ~7X from ATH
• MC is ~6X from ATH
$TAO
• Price is >2X from ATH
• MC is <2X from ATH
$LINK
• Price is ~4X from ATH
• MC is ~2X from ATH
Most people look at price.
Experienced investors look at market cap.
Because that’s where the real story of change in supply is hiding.
Let me explain it in the simplest way possible 👇
Token unlocks don’t kill a project.
They slow down how fast price can return to ATH.
That’s why market caps look healthier than prices.
Market cap includes all the new tokens.
Price doesn’t.
So if you’re waiting for “ATH prices again,” you first need to check how much supply has been added since the top.
Because every unlock pushes the “new ATH” goalpost further away.
And this is why smart investors focus on:
• Unlock schedules
• Circulating supply growth
• FDV vs MC
• Team and investor cliffs
• Future issuance pace
Narratives make tokens pump.
Unlocks decide how high they can realistically go.
Yes, there are measures taken with buybacks and halving like with Bittensor, but the question is how quickly could it nullify the effects of the current surge in supply.
In the long run, the biggest winners are the tokens with controlled unlocks, real demand, and low emission pressure.
Everything else… needs 2–5X more effort to get back to where it once was.
THEY TOLD YOU ALTSEASON IS DEAD
They are asking the wrong question.
The crypto market you knew no longer exists.
In 2025, it quietly split into two completely separate games. Different rules. Different players. Different winners.
And almost no one noticed.
GAME ONE: INSTITUTIONAL CRYPTO
Bitcoin. Ethereum. ETF assets. Quarterly cycles. Pension funds and advisors setting prices. Volatility crushed from 84% to 43%. Time horizon: months.
GAME TWO: ATTENTION CRYPTO
37 million tokens. 36,000 new ones launching daily. 98.6% collapse below $1,000 liquidity. 75% dead within 24 hours. Survival rate: 1.4%. Time horizon: hours.
Here is what should terrify you:
Major altcoin/BTC ratios have returned to December 2020 levels.
Five years of building. Partnerships. Ecosystems. Narratives.
Zero progress against Bitcoin.
The transparency paradox destroyed everything. When every wallet, every transaction, every accumulation is visible instantly, information edge vanishes. Only speed remains. Milliseconds, not conviction. Algorithms, not analysis.
Capital no longer rotates from Bitcoin to alts.
It flows directly to whichever game the mandate specifies.
Traditional altseason probability: 10 to 15 percent.
Not because speculation died.
Because the unified market that altseason required has been structurally dismantled.
Your only choices now:
Play Institutional Crypto with patience and macro awareness.
Or play Attention Crypto with speed and infrastructure.
The middle ground, holding altcoins on thesis for months, is now the worst possible strategy.
You are not early to altseason.
You are waiting for a market structure that no longer exists.
Full thesis below.
https://t.co/ZO6TJx2247
There will be NO rate cut at the December 10th, 2025 FOMC meeting. Markets will sell off and by Monday, the headlines of “correction and overreaction”, will flood the mainstream media outlets, setting up the final bull trap for retail investors.
*3rd quarter moon 🌗 December 11, 2025*
Bank of Japan’s next meeting is on December 18-19, 2025, and they will be hiking interest rates because of the spike in oil prices due to the Venezuela conflict. December 19th, is also the day when Triple Witching occurs, which was a key factor that drove the 1987 Black Monday stock market crash.
*New Moon December 19, 2025* 🌑
-Black Monday. December 22, 2025.
This crash will cause a massive liquidity crisis, as all the leveraged banks blow up, leading to massive failures in the banking system, right as Christmas approaches.
The pressure of the holiday season, with the economy that relies on travel & shopping, will then force the FED, with the approval of Trump & the public, to accept QE & emergency rate cuts, which will set up the US Dollar and the bond market to endure a crisis before the midterms in 2026.
📌 this
🚨 BTC Update
Bitcoin is going to trade sideways here between $86K and $97K until 2026
Some time in Q1 2026 BTC will have a final exit pump to $107K to $112K
Alts will have a mini alt szn during this time (I expect it to last 3-4 weeks)
DCA into alts now and sell when that comes in Q1 2026
Then we go down to $50K-$60K and trade in this range for months
Late Q3 or early Q4 2026 BTC bottom and 2027 BTC moves up aggressively
Bookmark this 🔮
ALT SEASON IS NEVER COMING.
It’s too diluted, too noisy, too late. There are 27 million tokens now on Coinmarketcap.
The idea that “everything pumps” died years ago.
This time, only the majors will survive.
Stick with Bitcoin, Ethereum, Hyperliquid and maybe one or two blue-chips.
Forget the lottery tickets, they’re just exit liquidity for someone else.
In the end, it’s not “alt season.” It’s survival season.