نشر
Mek
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Heads up! The 2025 Altseason is about to kick off.
What do institutional data and analysis tell us about this potential uptrend?
Get ready for the thread! 👇🔥
1. As a professional institutional trader and a KOL for Binance, my analysis is grounded in data and market structure.
This isn't just hype, it's about finding alpha.
If you find this research valuable, please Follow and Retweet the first post. Let's grow this community of smart traders.
2. The 2025 Altseason is approaching, and it won't be a replay of 2021.
This post-2024 halving cycle is fundamentally different. It's no longer just retail capital.
The game has changed with institutional money flowing in via ETFs and the widespread adoption of crypto by major corporations and even governments.
3. To understand what's happening, forget the narratives and look at the data. Keep a close eye on three key charts: TOTAL, TOTAL 2, and TOTAL 3.
The Altseason truly begins when capital starts migrating from Bitcoin to other cryptos.
• TOTAL: The entire market is growing.
• TOTAL 2: Accelerating growth here? Altcoins are gaining momentum.
• TOTAL 3: A clear sign that even smaller-cap cryptos are receiving capital.
4. The key metric is Bitcoin Dominance ($BTC.D).
When BTC's dominance hits a peak and starts to drop, that's the signal.
Capital leaves the "store of value" and moves into altcoins in search of higher returns. This is the classic Altseason trigger.
5. Which crypto sectors will perform best? Smart money doesn't just jump in anywhere. They're looking for utility and real value. Keep an eye on:
• RWA (Real World Assets): Tokenization of real estate, credit, and other real-world assets.
• Perps DEX: Decentralized derivatives for fast, secure trading.
• Quantum Computing: Projects that ensure blockchain security in the face of future quantum threats.
• Oracles: The crucial link that feeds real-world data into smart contracts.
6. Layer 1 EVM chains are also on the radar.
The demand for faster, cheaper networks compatible with Ethereum is skyrocketing.
This is where projects like @monad come in, with their technology that promises high speed and compatibility.
L1s with solid projects and active communities could see absurd valuations.
7. Selected Alphas, follow @Mek
The 2025 Altseason will be more professional, focusing on projects with real-world use cases and cutting-edge technology. This next wave will be more selective and less speculative.
Here are some projects with strong fundamentals and solid institutional interest that I'm monitoring.
8. ❖ $ONDO | Ondo Foundation
Ondo Finance makes top-tier financial products available to everyone in DeFi.
► Price: $0.93
► Market Cap: $2.90B
► Category: RWA
9. ❖ $NMR | NumerAI
NumerAI is an AI hedge fund built by a network of data scientists.
► Price: $17.76
► Market Cap: $135.00M
► Category: AI
10. ❖ $HYPE | Hyperliquid
Hyperliquid is a high performance Layer 1 dedicated to being a low slippage and extremely fast decentralized crypto trading platform.
► Sector: DeFi
► Price: $48.30
► Market Cap: $16.1B
11. End of Thread:
Want to follow my institutional insights and live operations? Follow me for exclusive content and market analysis. #Binance #Altseason 🔥
Get ready for the thread! 👇🔥
1. As a professional institutional trader and a KOL for Binance, my analysis is grounded in data and market structure.
This isn't just hype, it's about finding alpha.
If you find this research valuable, please Follow and Retweet the first post. Let's grow this community of smart traders.
2. The 2025 Altseason is approaching, and it won't be a replay of 2021.
This post-2024 halving cycle is fundamentally different. It's no longer just retail capital.
The game has changed with institutional money flowing in via ETFs and the widespread adoption of crypto by major corporations and even governments.
3. To understand what's happening, forget the narratives and look at the data. Keep a close eye on three key charts: TOTAL, TOTAL 2, and TOTAL 3.
The Altseason truly begins when capital starts migrating from Bitcoin to other cryptos.
• TOTAL: The entire market is growing.
• TOTAL 2: Accelerating growth here? Altcoins are gaining momentum.
• TOTAL 3: A clear sign that even smaller-cap cryptos are receiving capital.
4. The key metric is Bitcoin Dominance ($BTC.D).
When BTC's dominance hits a peak and starts to drop, that's the signal.
Capital leaves the "store of value" and moves into altcoins in search of higher returns. This is the classic Altseason trigger.
5. Which crypto sectors will perform best? Smart money doesn't just jump in anywhere. They're looking for utility and real value. Keep an eye on:
• RWA (Real World Assets): Tokenization of real estate, credit, and other real-world assets.
• Perps DEX: Decentralized derivatives for fast, secure trading.
• Quantum Computing: Projects that ensure blockchain security in the face of future quantum threats.
• Oracles: The crucial link that feeds real-world data into smart contracts.
6. Layer 1 EVM chains are also on the radar.
The demand for faster, cheaper networks compatible with Ethereum is skyrocketing.
This is where projects like @monad come in, with their technology that promises high speed and compatibility.
L1s with solid projects and active communities could see absurd valuations.
7. Selected Alphas, follow @Mek
The 2025 Altseason will be more professional, focusing on projects with real-world use cases and cutting-edge technology. This next wave will be more selective and less speculative.
Here are some projects with strong fundamentals and solid institutional interest that I'm monitoring.
8. ❖ $ONDO | Ondo Foundation
Ondo Finance makes top-tier financial products available to everyone in DeFi.
► Price: $0.93
► Market Cap: $2.90B
► Category: RWA
9. ❖ $NMR | NumerAI
NumerAI is an AI hedge fund built by a network of data scientists.
► Price: $17.76
► Market Cap: $135.00M
► Category: AI
10. ❖ $HYPE | Hyperliquid
Hyperliquid is a high performance Layer 1 dedicated to being a low slippage and extremely fast decentralized crypto trading platform.
► Sector: DeFi
► Price: $48.30
► Market Cap: $16.1B
11. End of Thread:
Want to follow my institutional insights and live operations? Follow me for exclusive content and market analysis. #Binance #Altseason 🔥
إخلاء المسؤولية: تتضمن آراء أطراف خارجية. ليست نصيحةً مالية. يُمكن أن تحتوي على مُحتوى مُمول. اطلع على الشروط والأحكام.