X @Wu Blockchain
Wu Blockchain·2025-12-21 03:58

IOSG:Some Thoughts on Altseason in This CycleThe article argues that a 2021-style broad altseason is unlikely to return due to expanded token supply, fragmented liquidity and attention, institutional preference for BTC/ETH, and lack of breakout apps. Instead, altcoin performance will likely be slower, more selective, and fundamentals-driven—favoring DeFi blue chips and strong projects, while liquidity polarizes between institutional-grade assets and high-risk memes, with mid-tier tokens struggling.Read more ...