Another thing which is worrying me right now is regarding the altcoin season..

I don't know but it comes with some thesis which I've been discussed with some of the industry experts.

Bullish factor

- The biggest money that is driving the market up for this cycle is ultimately from the company which is adopting BTC and also from ETF.

- The main problem here is that these companies and ETF don't really like altcoins as well.

- They go big in BTC but in fact, BTC itself is still becoming the higher beta of the equity market. That's why they can't afford the risk in altcoins.

Concern in the market

- Second thing is the global liquidity.

- As you know, the FED has been in QT from the latest FOMC in 2024. I think that the previous altseason was mainly driven by the FED deficit policy. This time, we are not yet getting it.

- That's why as long as there isn't any easing in policy, there won't be any altseason imo.

- Global liquidity is in down trending.

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