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/zh/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 熱門新聞 Meme Launchpad AI 代理商 DeSci 熱門鏈瀏覽器 新人必讀 衝百倍幣 蜜蜂遊戲 必備網站 必備APP 必關大神 DePIN 新人必備 教我避坑 基本工具 深度網站 交易所 NFT 工具 你好， 登出 Web3宇宙 遊戲 DApp 蜂巢 增長平台 生態 搜尋 英語 Coins儲值 登入 下載 Web3大學 遊戲 DApp 蜂巢 生態 家•分析•Bitcoins market share remains high, is there still a chance for altcoins to explode? Bitcoins market share remains high, is there still a chance for altcoins to explode?分析9 年前更新懷亞特 31,091 26 Original title: Altcoins Look Dead. That’s the Setup.

Original author: @arndxt_xo

原文翻譯：舟狀、BlockBeats

編按： 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.

以下為原文內容（為了便於閱讀和理解，原文內容進行了重新整理）：

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: 加密貨幣 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 市場 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.

NFT: 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.

原文連結

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…

#分析#空投#比特幣# 加密# 脫機#以太坊#市場# NFT#代幣#工具© 版權聲明文章版权归作者所有，未经允许请勿转载。 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 熱錢與新聞 | 川普家族否認與川普錢包有任何關聯；pump.fun 計劃出售代幣 $4 相關文章 As the meme craze fades, prediction markets become a new battlefield for DeFi players 6086cf14eb90bc67ca4fc62b 23,599 2 DeAI: In the Era of AI’s “Unchecked Growth,” Why Web3 is Needed to Govern It 6086cf14eb90bc67ca4fc62b 11,595 2 Bitcoin Network Hashrate Drops 15% from Peak, Are Miners Being Lured Away by AI? 6086cf14eb90bc67ca4fc62b 8,729 最全面的 RWA 生態計畫詮釋 6086cf14eb90bc67ca4fc62b 35,155 1 Trillion-dollar stablecoins are implemented through OEMRecommended Articles 6086cf14eb90bc67ca4fc62b 22,038 1 24H Hot Cryptocurrencies and Key News｜US Senate Democrats’ Closed-Door Meeting Releases Positive Signals, Hope Remains for Crypto Legislation Advancement; CME Bitcoin Futures Show Significant Gap, Market Views It as a Potential Rebound Signal (February 5th) 6086cf14eb90bc67ca4fc62b 9,206 1 暫無評論 您必須先登入才能發表評論！ 立即登入 暫無評論... 最新的文章 Did Jane Street “Manipulate” BTC? Decoding the AP System, Understanding the Power Struggle Behind ETF Creation and Redemption Pricing 19 小時前 590 Stop Comparing Bitcoin to Gold—It’s Now a High-Volatility Software Stock 19 小時前 671 Matrixport Research: $25 Billion Gamma Unwinding Imminent, Liquidity Yet to Return Behind the Rebound 19 小時前 627 ERC-5564: Ethereum’s Stealth Era Has Arrived, Receiving Addresses No Longer ‘Exposed’ 19 小時前 537 Hong Kong Regulatory Green Light: Asseto Enables DL Holdings to Achieve Compliance for Two RWA Business Implementations 19 小時前 605 熱門網站TempoLighterGAIB滑翔機普朗克雷爾斯BCPokerVooi Bee.com 全球最大的 Web3 入口網站 合作夥伴 CoinCarp Binance CoinMarketCap CoinGecko 幣活 盔甲 下載Bee Network APP開啟您的Web3之旅 白皮書 角色 常問問題 © 2021-2026.版權所有。. 隱私政策 | 服務條款 下載蜜蜂網路APP 並開始 web3 之旅 全球最大的Web3入口網站 合作夥伴 CoinCarp Binance CoinMarketCap CoinGecko Coinlive Armors 白皮書 角色 常問問題 © 2021-2026.版權所有。. 隱私政策 | 服務條款 搜尋 搜尋站內鏈上社群媒體新聞 熱門推薦： 擼毛打金 數據分析 必關大神 教我避坑 繁體中文 English 简体中文 日本語 Tiếng Việt العربية 한국어 Bahasa Indonesia हिन्दी اردو Русский 繁體中文

智能索引记录