2026-01-12 11:27:43

Recently, there has been an interesting phenomenon in the market, summarized as "ABC" — Anything but crypto. Looking at the data makes it clear: the gains in traditional assets like A-shares, US stocks, energy, and precious metals are quite substantial, while the crypto market, during the so-called "Shanzhai season," has been oscillating repeatedly, with many people being repeatedly shaken out.

What’s even more heartbreaking is that the most aggressive crypto investors are shifting their focus. Even South Korean retail investors, known for their aggressive stance, are now moving heavily into Korean and US stocks. What does this indicate? It shows that capital has already voted with its feet; hot money and liquidity have long gone to places with more stable returns.

Friends in the crypto circle should wake up. When the overall market sentiment is shifting, does the logic of holding onto altcoins still hold? It’s not that you can’t play, but you need to see clearly what you are chasing — genuine investment returns or just betting on a emotional rebound. The flow of hot money never lies.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

8 Likes

Reward
8
5
Repost
Share

Comment

0/400

TokenomicsDetective

· 4h ago

The term "shakeout" has become tiresome; honestly, it's just that we haven't clearly seen the trend. --- Really, the hot money has already left, and we're still holding on? That logic definitely deserves some thought. --- The summary of abc is excellent, haha, getting shot is indeed part of it. --- Korean retail investors have already left, and we're still betting on the fake rebound? Think about it. --- It's always like this; by the time we wake up, we've already been cut. --- Instead of shouting slogans, it's better to look at your own account—it's a real punch to the gut. --- The problem is that knowing and doing are two different things. --- Capital voting is always the most honest; this time, there are no lies. --- Is it the "fake season"? I think it's the "fake trap season." --- Those who shifted early have already made profits; we're still here hesitating.

View OriginalReply0

potentially_notable

· 4h ago

Damn, Korean retail investors have all left, and we're still guarding the altcoins? It's definitely time to wake up. --- Hot money has already voted with their feet, and we're still waiting for a emotional rebound, gambling here. --- No doubt about it, A-shares and US stocks are rising, only the crypto market is fluctuating. Do you still need to choose? --- The logic of holding onto altcoins has long since collapsed; now it's all about luck. --- Capital won't deceive you; voting with your feet is the most honest. Now you understand, everyone. --- Tired of being shaken out, look at other assets, they're not bad. Why insist on clinging to one sector? --- This ABC phenomenon is actually a filter; those still dreaming should wake up. --- Switching is not betrayal; it's the wisdom of survival, even Korean retail investors understand that. --- Waiting for the altcoin season every day is pointless; it's better to honestly follow the hot money and stop fighting yourself.

View OriginalReply0

StakeWhisperer

· 4h ago

No way, are there really so many people still holding onto scam coins? I already sold out a long time ago. Now I'm just waiting to see if BTC has a chance.

View OriginalReply0

ImpermanentPhobia

· 4h ago

The newbies are still bottom-fishing in altcoins, while others have already moved on to the US stock market. Basically, no one is playing anymore. This round is really intense, with a shakeout so severe it makes you doubt life. Wait, should I also try trading stocks? I seriously doubt I'm betting on an emotional rebound. Wake up.

View OriginalReply0

TokenStorm

· 4h ago

On-chain data has been telling the story all along; hot money won't lie. --- Exactly, my backtesting over the past two weeks has also confirmed this phenomenon. Technically, the rebound potential of the copycat projects has indeed been severely compressed. --- The safest place in the eye of the storm? No, now it's the storm itself shrinking, which is quite interesting. --- I've also noticed the large-scale withdrawal of retail investors in Korea, indicating that arbitrage opportunities are being re-priced. The crypto market is cooling down. --- I still play, but I need to be clear whether I'm investing or gambling on FOMO. Honestly, most people can't tell the difference. --- The saying "capital votes with its feet" is spot on—more straightforward than any fundamental analysis. --- Holding onto copycat projects? Forget it. Just look at the risk coefficient; the return-to-drawdown ratio no longer has an advantage. --- The ABC summary is pretty spot on, just missing a "Anyway, let's give it one more shot." --- Those aggressive players from back then have now shifted to the US stock market. I wonder if that's a signal. --- Hot money flow doesn't lie, but my leverage liquidation price also never lies.

View OriginalReply0