2026-01-11 16:00:33

#美国贸易赤字状况 Altcoin trading volume has already taken up half the market share, while Bitcoin and Ethereum are clearly in consolidation. Capital is voting with its feet—they dislike "slow." This is a typical risk appetite shift.

Looking back at history, each cycle of altcoin season follows the same pattern: mainstream coins slow down, money flows out, and the first to ignite are always small caps and meme concepts.

But the key to this cycle isn't "up or down," it's the internal structure.

Currently, it resembles a localized altcoin rally rather than the mindless era of 2021 when "everything was rising." Why do I say that? Three reasons: Bitcoin has stubbornly held its ground without breaking down, serving as the system's stabilizer. Ethereum, although not performing well, hasn't collapsed either, indicating no systemic risk is brewing. What kinds of assets are being driven up? Those with low circulating market cap, strong storytelling, small size, and easy for capital to leverage.

This scene isn't a celebration for value investors; it's purely the domain of short-term traders.

Looking ahead? As long as Bitcoin continues to consolidate without crashing, altcoins and memes will repeatedly experience "bleeding" rallies. Once Bitcoin volume surges upward, capital will immediately flow back into mainstream coins, and altcoins will start to differentiate. Conversely, if Bitcoin drops sharply, altcoins will suffer even worse.

BTC1,36%

ETH2,01%

MEME-1,47%

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MoonMathMagic

· 14h ago

It sounds like a repeat of the 21-year pattern, but this time it really feels different. The main coins are holding up quite well.

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PoetryOnChain

· 14h ago

Hmm... It makes some sense, but it still depends on Bitcoin's mood to act accordingly. --- Another round of altcoin season... All the money is really flowing into small-cap coins, and this pace is indeed fast. --- Holding steady vs. celebration, the difference this time is indeed quite significant. --- As long as Bitcoin doesn't break the level, there's still a bottom line. I agree with this logic. --- Short-term hunters should be excited, but the risks are also present. --- Waiting to see if Bitcoin increases volume; that will decide everything. --- Partial market rally vs. full-scale celebration, this difference needs to be clarified. --- Bloodletting-style surge... sounds exciting, but it can also easily turn into a crash. --- If Ethereum doesn't collapse, it's a signal. This judgment is quite good. --- Strong storytelling + small market cap, this combo really works every time.

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MainnetDelayedAgain

· 14h ago

According to the database, how many days have passed since the last assertion that "Altcoins are about to take off"? It is recommended to include this in the Guinness World Records. --- It's the same explanation again... Bitcoin sideways trading can move the entire market, and this logic has been delayed for several versions. --- "Short-term Hunter's Home," in other words, the game of catching the dip begins. Let's wait patiently for the bloom, everyone. --- Interesting, I've heard a similar internal structure theory before. What was the outcome again? --- Low circulating market value + strong storytelling = one word, gamble. Nothing new. --- I just want to know, how long can Bitcoin "continue sideways trading" this time? Feel free to add data. --- The art of time, every time it's "this time is different," but every time it's pretty much the same.

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DecentralizeMe

· 14h ago

It's true that Bitcoin hasn't broken its support level, which makes it stable. But I see those small coins with low circulating market caps being pumped... Can we really trust them? It feels like funds are playing a game of hot potato, and in the end, the bagholders are still the retail investors.

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