温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.bee.com/ar/50980.html
点击访问原文链接

Bitcoins market share remains high, is there still a chance for altcoins to explode? | Bee Network

进入原网站 导航首页
Bitcoins market share remains high, is there still a chance for altcoins to explode? | Bee Network Login الأخبار الشائعة منصة إطلاق ميمي وكلاء الذكاء الاصطناعي ديسي مستكشف السلسلة الأعلى لنوبي 100x عملات معدنية لعبة النحل المواقع الأساسية يجب أن يكون لديك التطبيق مشاهير التشفير ديبين الناشئين الأساسية كاشف الفخ الأدوات الأساسية المواقع المتقدمة التبادلات أدوات NFT أهلاً، خروج عالم الويب 3 ألعاب تطبيق خلية نحل منصة النمو إعلان يبحث إنجليزي إعادة شحن العملات تسجيل الدخول تحميل ويب 3 يوني ألعاب تطبيق خلية نحل إعلان بيت•تحليل•النص الرئيسي Bitcoins market share remains high, is there still a chance for altcoins to explode?تحليلمنذ 9 أشهرجديدوايت 31٬045 26 Original title: Altcoins Look Dead. That’s the Setup.

Original author: @arndxt_xo

الترجمة الأصلية: zhouzhou, BlockBeats

ملاحظة المحرر: Bitcoin continues to hit record highs, attracting large institutional purchases and driving structural price increases. DeFi is accelerating the integration of AMM and money markets to achieve dual asset utilization and improve capital efficiency. The cross-chain liquidity layer tends to be flatter, and the user experience is smoother. The competition for stablecoin yields is fierce, and institutional yield demand is increasing. At the same time, points and identity verification airdrops have become new means of user growth. The NFT market is weak, and funds are flowing more to Memes with practicality and reward mechanisms. The ecological pattern is gradually evolving.

فيما يلي المحتوى الأصلي (لتسهيل القراءة والفهم، تمت إعادة تنظيم المحتوى الأصلي):

Altcoins look dead, and that’s exactly how it’s set up. The market is doing what it does best: testing your beliefs.

Altcoins continue to fall relative to Bitcoin, Bitcoins market dominance hovers near the cycle high, and market sentiment is split between boredom and a radical desire for low-market-cap coins. This is not to say that there will be a bull market in altcoins tomorrow, so dont panic and follow the trend blindly.

We are still in a bull market Bitcoin is still the protagonist. From ETF inflows to corporate capital allocations (GameStop, Trump Media, Strive), institutional confidence keeps the Bitcoin engine firing.

This is one of the reasons why altcoins are weak, as Bitcoin is grabbing liquidity. Until this narrative cools, Ethereum and large-cap coins will not start, let alone low-cap coins.

Altcoin season will begin after a clear pullback in Bitcoin dominance — not while it’s still consolidating at cycle highs.

Cycles are important, but so is market structure Indeed: تشفير markets follow a roughly 4-year cadence driven by Bitcoin halvings, liquidity conditions, and technology adoption cycles. If you look further out, 2025 looks like the second half of the game, right when parabolic moves start to emerge.

But this is also a period of frequent false breakouts. In 2021, altcoins surged after Ethereum outperformed Bitcoin. Now? Ethereum is still weak against Bitcoin. If you rashly buy low-cap coins before Ethereum reverses, you are too early and exposed.

The smarter approach is to accumulate strength. Pay attention to which large-cap coins are really accumulating funds (such as $AAVE, $UNI, $LINK).

Short-term opportunities are better, but not yet confirmed Traders are right to focus on the key range. A breakout above the range high could spark a rally in risky altcoins. But this must be done with discipline:

→ Use Bitcoin as a trigger signal instead of a direct transaction object.

→ Choose spot altcoins with clear trends such as $HYPE, $AAVE, and $CRV for low-risk bets.

→ Pay attention to Ethereum’s performance against Bitcoin. Without Ethereum’s strength, there will be no real altcoin season. It’s that simple.

You wont make 200 times your money overnight. The real asymmetric returns come from being the first to enter the game and investing enough money in a narrative that truly accumulates value:

On-chain perpetual contracts (Hyperliquid, Virtual)

Long-term Ethereum protocol with real cash flow

·DeFi project that actually repurchases (AAVE)

On-chain native winners (Base, Solana, BNB — not small cap yet)

The order in which the altcoin season opens is: Bitcoin hits an all-time high (completed), then Ethereum breaks out (pending), large-caps rise (there are signs), mid-caps follow, and finally low-caps rise straight up.

We are now roughly between stage one and stage two.

Be patient and add to your position during pullbacks.

Weekly Updates Capital efficiency is the new arms race
AMM (Automated سوق Maker) and money markets are merging: EulerSwaps LP as collateral model and Hyperdrives loan versus portfolio concept point to a future where idle liquidity is unacceptable. Strategic advice: Emphasize this fusion in your content – Every asset should achieve double returns.

Bitcoin DeFi begins to move from narrative to practical
Mezo’s Bitcoin-backed MUSD and the acceptance of cbBTC in the Liquity fork show that developers are finally treating Bitcoin as a useful collateral, not just digital gold. If your audience is focused on yield, you can describe Bitcoin as “the new US Treasury bond in the crypto world” — securely collateralized and able to generate yield.

Hooks and modular infrastructure
Uniswap v4 hooks (Gamma) and Bittensors Uniswap porting on EVM show that permissionless expansion is giving rise to CEX-like functionality. Content perspective: Customized trading interfaces are expected to explode – position your tweet as Why hooks make every DEX a platform.

Cross-chain liquidity layer is flattening
Maldas cross-chain lending, Katanas VaultBridge, and Starknets USDC-to-Bitcoin bridge all replace the user experience of traditional bridges with native abstractions. Trends worth noting: Liquidity no longer cares about which chain it is on. Suggested content entry point: When users cant see the existence of the chain, the chain war is truly over.

The stablecoin yield war intensifies From TermMaxs 19% yield, to Ripples RLUSD incentive, to Pendles 20x multiplier, fixed-income style DeFi is maturing rapidly. For ultra-high net worth clients (such as Libertas), it emphasizes institutional-level returns without custodial compromises.

Points, tasks and airdrops are still the key to growth
Lagranges verifiable AI tasks and Humanitys palmprint gating hint at a Sybil-resistant reward system. In marketing, the shift to authentication airdrops is advocated to distinguish it from the rampant and disorderly airdrop activities.

· RWA and institutional bridges continue to expand
Curve’s Plume, Origin’s revenue buybacks, and Ripple’s RLUSD all integrate traditional finance mechanisms into DeFi infrastructure. Asset-backed narratives continue to attract attention — highlight transparency and real returns in your RWA content.

Narrative Overview Bitcoin is setting new all-time highs, but most crypto traders are extremely tired. This split in sentiment makes sense: almost all charts that retail investors pay attention to are altcoins, most of which have been range-bound for months. With summer approaching, traders are used to thin order books and sudden selling, so the Twitter timeline is full of tension.

Treasury Gold Rush It seems like we have returned to 2020. In the past week, GameStop, SharpLink, Strive, Blockchain Group, and even Trump Media have collectively reserved more than $3 billion to buy Bitcoin directly. Their logic is simple: with cash actually depreciating by 5% and long-term bonds almost maintaining their value, Bitcoin is the only mainstream liquid asset that has beaten inflation in five years.

The impact of this asset migration is huge:

One is to absorb spot supply, just as ETF funds flowed in at the beginning of the year, making each additional satoshi more difficult to obtain.

Second, it sets a risk benchmark for fund managers: “If a retail investor known for hyping meme stocks puts 5% into Bitcoin, why can’t we?”

This is expected to transform the previous cyclical rebound into a more structural slow rise. Ironically, the better Bitcoin performs, the more likely the altcoin season will be delayed; although the dominance shows signs of peaking, the real holders are CFOs, not retail investors who frequently change positions.

The War for Capital Efficiency: AMMs Eat Money Markets As treasurers continue to buy Bitcoin, DeFi designers spent May blurring the lines between swaps, staking, and fixed income.

Euler integrates Uniswap-v4 hooks into its lending engine, making LP tokens automatically become lending collateral – instant liquidity, no idle TVL. Hyperdrive allows Hyperliquid traders to use USDe or USDT 0 leverage dormant perpetual contract collateral, and Maldas ZK-driven borrow and lend layer makes cross-chain bridges a user experience detail.

The implication is that any asset in a smart contract should be used twice: once for exposure and once for revenue. This makes protocol users more sticky, professional arbitrageurs compress spreads, and reduce risks to move closer to real assets.

Liquidity Migration: The Quiet Rise of Layer-2 Hyperliquid’s TVL climbs every week, Base trading volume grows steadily in the Virtual ecosystem, and BNB chain DEX data explodes (Polyhedra’s growth is mainly due to bot wash trading competing for ZK points).
Ethereum is still the center of capital flow, but these flows are to large-cap currencies such as AAVE, UNI, LINK, PEPE, etc. The retail farm selling season has shifted to the sidechains, and the mainnet has become the main street.

Meme Velocity, Buybacks, and Beta Hunting AAVEs governance-driven buybacks have made the token an institutional favorite, bringing the cleanest spot inflows since early spring. The meme split into two camps: rotation leaders (PEPE, VIRTUAL, SPX 6900) where institutions can intervene and abstentions (DINNER, Fartcoin) where retail investors speculate until the music stops.

An interesting phenomenon: the capital flow on Solana is more dispersed – MEWs Robinhood listing, JUPs continuous faucet, and potential stocks like BRETT and KAITO are attracting attention. If you are doing growth content, emphasizing this fragmentation can distinguish it from the Ethereum-centric narrative.

NFTs: The Forgotten Frontier Ordinals popularity has faded, trading volume has remained flat, and old whales are unable to support the reserve price. In the absence of new easing policies or new stories to reposition JPEGs as practical tools rather than ostentatious assets, the funds that previously chased NFTs have turned to Memes with a points system.

الرابط الأصلي

This article is sourced from the internet: Bitcoins market share remains high, is there still a chance for altcoins to explode?

Related: From application process to rates, an in-depth comparison of the top ten crypto payment cards Original | Odaily Planet Daily ( @OdailyChina ) Author: jk As the global cryptocurrency infrastructure matures, users’ demand for the “real usability” of on-chain assets is growing. However, how to truly use on-chain assets in real life has always been a concern for crypto users. Crypto payment cards (also known as U cards) have quietly emerged in this context. They not only open up the last mile of asset use, but also quietly reshape peoples understanding of wallets, PayFi and payment networks. Whether it is directly binding to mobile payment software for consumption , or flexibly responding to market conditions by lending stablecoins by pledging Bitcoin , the ways to play with crypto payment cards are becoming more and more diverse. Among them, some are based on exchanges, focusing on…

تحليل ## ايردروب# بيتكوينعملة # المشفرة# ديفي# ايثريوم# السوق# NFTsرمز #أداة #© 版权声明المصفوفة 上一篇 RWA Weekly Report | GENIUS Stablecoin Bill will be voted on before June 9; BlackRock plans to subscribe to 10% of Circle 下一篇 24H Hot Coins and News | The Trump family denies any connection with Trump Wallet; pump.fun plans to sell tokens for $4 相关文章 Even the ex-boyfriend of the founder of OpenAI was hacked; crypto billionaires have become the number one target of “phy 6086cf14eb90bc67ca4fc62b 15٬647 1 With Christmas or TGE approaching, will Lighter be the next Aster? 6086cf14eb90bc67ca4fc62b 18٬392 1 Binance Research Annual Report: Comprehensive Review of the Crypto Industry in 2025 6086cf14eb90bc67ca4fc62b 530٬525 2405 Giants halt their buying, ETFs cool down: What’s the real reason behind Bitcoin’s recent decline? 6086cf14eb90bc67ca4fc62b 15٬720 1 The barriers between “trading and interest-earning” have been broken down, and the CEX financial management paradigm is 6086cf14eb90bc67ca4fc62b 22٬332 1 With a TVL of nearly $550 million, Zerobase, which is about to launch on Binance Alpha, still offers the opportunity to 6086cf14eb90bc67ca4fc62b 21٬003 بدون تعليقات يجب عليك تسجيل الدخول لتترك تعليق! تسجيل الدخول على الفور بدون تعليقات... Bee.com أكبر بوابة Web3 في العالم الشركاء كوين كارب بينانس CoinMarketCap كوين جيكو كوين لايف الدروع قم بتنزيل تطبيق Bee Network وابدأ رحلة web3 ورق ابيض الأدوار التعليمات © 2021-2026. جميع الحقوق محفوظة. سياسة الخصوصية | شروط الخدمة تحميل تطبيق Bee Network وابدأ رحلة web3 أكبر بوابة Web3 في العالم الشركاء CoinCarp Binance CoinMarketCap CoinGecko Coinlive Armors ورق ابيض الأدوار التعليمات © 2021-2026. جميع الحقوق محفوظة. سياسة الخصوصية | شروط الخدمة يبحث يبحثفي الموقععلى تشيناجتماعيأخبار العنوان: صيادو الإنزال الجوي تحليل البيانات مشاهير التشفير كاشف الفخ العربية English 繁體中文 简体中文 日本語 Tiếng Việt 한국어 Bahasa Indonesia हिन्दी اردو Русский العربية

智能索引记录