🎯 Smart-contract and DeFi coins led losses this week as $BTC wilted for four straight days

DeFi and smart-contract tokens — the category that historically outperforms during altcoin season — are leading losses this week rather than leading recovery. The pattern makes sense: in risk-off environments, capital flows toward $BTC C first as the largest and most liquid asset, then rotates into alts only when stabilizes. Four straight days of $BTC weakness without a decisive hold above $63,000 keeps that rotation cycle from starting. The Altcoin Season Index touched 51 this week — statistically the entry point of early rotation — but has been unable to follow through with sustained altcoin outperformance. The setup is ready. The macro trigger that would activate it — whether the CLARITY Act, the next CPI print, or renewed Iran deal progress — simply hasn't arrived yet.