Bitcoin is 25% away from the new ATH
Altcoins are 100% away from their
previous ATH
Despite numerous narratives like RWA,
AI, and memecoins, the majority of alts
have still underperformed BTC
But this will change soon.
Alts are going to have their biggest rally
in the next 12–18 months, and here are
the reasons:
1) ETH ETF trading
The ETH ETF will start trading in the first week of July and will bring institutional money into ETH.
Many analysts are predicting $10B-$15B in inflows by Q4 of 2025, which is enough to buy 25% of the existing supply of ETH on exchanges.
2) More ETF approval
Yesterday, VanEck applied for a Solana ETF and today 21 shares applied for it, but this is just the start.
By the bull run peak, there could be more ETF approvals, which will give alts exposure to $100T+ of institutional money.
3) RWA narrative, AI run
In 2017, it was ICOs
In 2021, it was NFTs and gaming
This cycle, AI and RWA are set to bring the most gains.
Big institutions like BlackRock and Citibank are betting on it, and once Altseason arrives, they'll explode big.
So, accumulate alts while they're cheap and going sideways, as once it breaks out, there'll be no stopping.