Market Trends - TradFi (传统金融) 押注第四季度山寨币季 [1] - AI (人工智能) 是一个不会消失的宏观趋势 [1] DeAI News - DeAI (去中心化人工智能) 最新消息汇总 [1]

Market Trends - TradFi (传统金融) 押注第四季度山寨币季节 [1] - AI (人工智能) 是一个不会消失的宏观趋势 [1] DeAI News - DeAI (去中心化人工智能) 最新消息汇总 [1]

Find this useful? Give it a like & share with frensWant more? I produce a FREE weekly newsletter; link in bioDisclaimer: I hold investments & have existing partnerships with some of the Agents/protocols mentioned abovehttps://t.co/GAKaMZ8Yqes4mmy (@S4mmyEth):TradFi is betting on an altcoin season in Q4AI is a macro trend that's not going awayHere's the roundup of the latest DeAI news to get you up to speed🧵(1/14) https://t.co/0vScfU8gIX ...

TradFi is betting on an altcoin season in Q4AI is a macro trend that's not going awayHere's the roundup of the latest DeAI news to get you up to speed🧵(1/14) https://t.co/0vScfU8gIX ...

Market Trends & Altcoin Season Catalysts - Coinbase warned investors that altcoin season is approaching [1][12] - Altcoin season begins with the combination of global liquidity (Global M2), the business cycle, and Bitcoin dominance rolling over [2][9][10] - Global liquidity (Global M2) and Bitcoin price tend to correlate with Bitcoin lagging by approximately 12 weeks [2] - A liquidity wave in late Q3 2025 to early Q4 2025 could accelerate the rotation of capital [14] Bitcoin & Altcoin Performance - Bitcoin price tends to correlate with global liquidity, with an approximately 80% correlation observed [3] - Bitcoin dominance saw a decline from 65% to 59% in the last 2 months, signaling a potential altcoin season [10] - Coin Market Cap's altcoin season index is currently at 40%, needing to reach 75% of the top 50 altcoins outperforming Bitcoin over the last 90 days to signal alt season [14] Regulatory Environment & Institutional Interest - Clearer regulatory environment is driving liquidity, particularly in Bitcoin and stablecoins [15][16] - Institutional interest in Ethereum is rising, fueled by digital asset treasuries and stablecoin narratives [19] - SEC is working closely with exchanges to create a generic listing standard, potentially leading to the launch of altcoin ETFs in September/October [17][18] Future Outlook - The next high confidence move up for Bitcoin will be around August 23rd, potentially reaching $140,000 and then $150,000 by the end of September [4] - A positive Q3 2025 outlook stems from macro trends such as potential Fed rate cuts and expected regulatory advancements [12] - Global liquidity (Global M2) is expected to peak in September, coinciding with the potential market structure bill and Fed rate cuts [13]

#Altcoin season whispers are everywhere 👀 But when it’s loud, it’s already too late. Are you ready, or will you watch from the sidelines? ...

Market Trend - Altcoin Season is coming [1]

Market Trends - Altcoin season is here, indicating a potential shift in market dominance from Bitcoin to alternative cryptocurrencies [1] - Ethereum is taking the lead, suggesting it is outperforming other altcoins and potentially Bitcoin [1]

Market Trends - Altcoin Season may begin in September [1] - Decreased Bitcoin ($BTC) dominance could lead to increased liquidity flowing into altcoins [1] Investment Strategy - Potential opportunity to rotate investments into altcoins [1]

CMC’s #AltcoinSeason Index at 44/100—still #Bitcoin-leaning, but momentum building toward altcoins. Keep an eye on $ETH & $SOL. 🚀 ...