Why is the altcoin season delayed?
Compared to the previous cycle, the nature of the money flow into #Bitcoin has changed. The current Bitcoin price surge is primarily driven by demand from institutional investors and spot ETF funds.
Unlike users on crypto exchanges, institutional investors and ETF buyers do not intend to shift assets from Bitcoin to altcoins. Additionally, since they operate outside the crypto exchange system, the movement of these assets becomes more challenging. Although institutional investors can allocate some capital to major altcoins through ETFs or investment funds, smaller altcoins still rely on users on exchanges to purchase them.
For altcoins to reach a new all-time high (ATH) in market capitalization, they need a significant amount of capital from new users on exchanges. The fact that the market capitalization of altcoins has not reached previous highs indicates that new capital from exchange users has significantly decreased.
If the FOMO sentiment among individual investors regarding Bitcoin explodes again, user activity on exchanges may increase, paving the way for the altcoin season. However, the growth momentum of Bitcoin in the future is expected to come from ETFs, financial institutions, and possibly even the government, rather than from individual traders on the exchange.
Altcoins need to focus on developing independent strategies to attract new capital flows, rather than relying on Bitcoin's growth momentum. 🚀
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