2025 Altcoin Season: Opportunities and Variables

In 2024, Bitcoin surged alone while most altcoins remained dormant, with only Sui and Solana showing significant gains. After Bitcoin broke $100,000 on December 17, it retraced, only to break $100,000 again around $102,500 in the early hours of January 7, 2025.

The halving of Bitcoin mining and the approval of ETFs in 2024 led to new price highs, triggering speculation in altcoins. With Bitcoin breaking $100,000 again in January 2025, the altcoin season is expected to explode.

Multiple Positive Factors

1. FTX Restructuring: Effective January 3, 2025, the first batch of convenience users (claims of $50,000 and below) will be compensated within 60 days, with other categories to be announced later.

2. Starship Launch: On January 11, SpaceX's second-generation Starship S33 will conduct its seventh launch.

3. Trump's Inauguration: On January 20, Trump will be inaugurated and fulfill his crypto-friendly promises.

4. X Platform: On January 25, Musk's X platform will enable DOGE payments.

Additionally, various economic data and resolutions in January will also impact the market.

Unique Market Conditions

The Bitcoin spot ETF in 2025 attracts capital, solidifying its dominance but causing sell-offs in altcoins. However, this factor makes this year's altcoin season different from previous ones. Trump's victory has sparked heated discussions on the 'Bitcoin Bill'; if passed, the U.S. Treasury and Federal Reserve will purchase 1 million Bitcoins. The crypto community anticipates a super cycle for altcoins, with altcoins potentially outperforming Bitcoin in gains this January, leading to a surge in their dominant status.

Selected Projects

This altcoin season has seen the emergence of segmented tracks; the crypto market is driven by sentiment, requiring attention to multiple dynamics. Not all altcoins will rise and fall with Bitcoin; projects with strong fundamentals, aligned narratives, and excellent teams and communities will perform better. If Trump and Musk support the crypto market, the altcoin season will arrive. Investors should seize the opportunity and prepare for altcoin rallies.