2/2
Donald Trump acquiring Bakkt:
There’s so much happening in the market right now that most people completely ignored this news.
Donald Trump’s Media Group is planning to acquire the crypto exchange Bakkt.
In 2017 or even 2021, this news could have pumped BTC and alts by 50%-100%, but now the market didn’t even flinch.
Now, the most important question is: how is this bullish for altcoins?
First of all, Bakkt is not a Bitcoin-only company.
On Bakkt, one can trade 20+ alts, including ETH, SOL, LINK, ARB, PEPE, BONK, etc.
Trump acquiring Bakkt suggests that he believes in crypto, not just BTC.
No capital gains tax on US crypto projects:
The Trump administration is planning to remove capital gains tax from US-based crypto projects.
During 2022-24, several crypto companies shifted their operations from the US to other countries due to harsh regulations, but now they'll be incentivized to return and operate in the US.
This new policy, if it comes into effect, will bring a massive inflow to the altcoins ecosystem.
Altcoins volume going up:
Altcoins' weekly volume has reached $300B for the first time since 2021.
Tokens like $SOL, $XRP, and $DOGE (retail favorites) are experiencing a massive surge in their trading volumes.
But there's one more thing that is even more interesting.
Bitcoin's volume dominance relative to the top 50 altcoins (excluding stablecoins) by market cap has reached 41%, its lowest level since 2022
Here's the TLDR:
BTC dominance is going up.
Total volume is going up.
Altcoins' volume is going up.
Altcoins' volume dominance is going up.
This only means one thing: Alts will soon start to outperform as liquidity has started to flow into them.
My Final Thoughts:
Since 2021, we have all been waiting for a full-blown Altseason.
We saw some glimpses in Q1 2024, but the biggest one is yet to come.
I know most people are tired of hearing about the upcoming Altseason, but believe me, it will happen soon.
2025 will be the year of alts, and I am betting every penny on it.