WHY IS YOUR PORTFOLIO NOT PUMPING?
Alts have been bleeding for a while now - now secret there. $ETH has been lagging since the start of the cycle, underperforming $BTC, $SOL, and even $SUI.
Let me say this straight up: alt szn is happening, but not in the way everyone expects.
1. VC & Investments
Compare project valuations from 2020 with recent listings, any the difference is obvious:
$SOL - Market cap at listing: $20M
$FTM - Market cap at listing: $30M
$STRK - Launched with a $1.3B market cap
#Wormhole - Market cap at listing: $500M
Valuations have 10x-100x, while only 5-10% of tokens are in circulation at launch. The rest? Locked up for years , slowly unlocking and dumping on the market. But who’s buying this exit liquidity? Where’s the fresh money coming from?
2. The Number of Assets on the Market
Back in 2020, the total crypto market cap and number of assets were way lower, making it easier to scoop tokens off the market and pump them. Plus, stimulus money was flowing.
Now? VC can ape into a project at a10x lower valuation than listing price, dump their bags on launch, then rotate profits into the next hype alt with a 500T FDV.
3. https://t.co/bHINQnMOjS
Since https://t.co/bHINQnMOjS dropper, retail liquidity that used to flow into alts has been getting spread thin across low-cap memes and AI tokens on DEXs.
Before, retail money flowed into alts few top alts, fueling their runs. Now? Thousands of new tokens launch daily, splitting liquidity across meme casino plays. Instead of pumping majors, retail liquidity gets vaporized on Dexscreener
4. Still waiting for a “Classic” Alt Szn?
Ask yourself this:
When hundreds of meme and AI tokens go from $60K cap to hundreds of millions/billions over multiple years- isn’t that an alt szn?
Alts will pump towards the end of the bull run, but thus won’t be 2017 or 2021. Simply buying and hodling is no longer enough. Liquidity is lower, and it’s constantly rotating. Adapt to survive, or keep waiting to be exit liquidity.
Adapt or die - that’s the market we’re in.
#CryptoMarket #CryptoMarketing #CryptoTrading
As I mentioned earlier $BTC is breaking through $105,000
This summer will be truly hot – regardless of the weather or sunshine. You’ll feel euphoria just looking at your crypto portfolio if it’s filled with the right tokens.
The best thing you can do now is avoid unnecessary moves. HODL is a key. Everything in its time.