altcoins

Analysts at Pantera Capital, the oldest crypto fund, note that 2025 was a disastrous year for the vast majority of cryptocurrencies, with the exception of Bitcoin, whose growth was supported by institutional demand.
In its January review, Pantera Capital notes that 2025 was an unsuccessful year for most of the crypto market, except for Bitcoin. According to the company's assessment, price movements last year were mainly determined by macroeconomics, capital flows, and the behavior of major players, rather than the development of the projects themselves.
Pantera estimates that the bear market for altcoins has been going on since December 2024. The company calls this “perhaps the most underrated fact of 2025.” The total capitalization of crypto assets, excluding Bitcoin, Ethereum, and stablecoins, fell by about 44% during this period. Most tokens have fallen significantly in price, and the decline has been widespread.
Pantera also notes that the current decline in altcoins is in line with previous cycles in terms of its duration.
*Pantera Capital is one of the first and largest cryptocurrency investment companies, founded in 2013 by former Tiger Management top manager Dan Morehead. It specializes in venture investments in blockchain projects and manages billions in assets through funds focused on DeFi, infrastructure, and direct investments in crypto project tokens.
The company separately points to the sharp divergence between Bitcoin and the rest of the market. Bitcoin benefited from its status as “digital gold” and steady demand from ETFs, corporations, and government agencies. Other tokens did not have such support, which exacerbated capital outflows and pressure on prices.
Additional factors contributing to the decline were unresolved issues regarding the value of tokens for investors, a slowdown in blockchain activity, and the departure of retail speculators. At the same time, the use of stablecoins continued to grow, but the main economic benefits from this went to companies and services, rather than token holders.
Assessing the outlook for 2026, Pantera notes that the market has become significantly less overheated. Participants have reduced their use of borrowed funds, prices have already undergone a deep correction, and speculative activity has declined.
According to the company, this makes the beginning of 2026 more stable compared to the beginning of last year, provided that the fundamental indicators of the market do not deteriorate. “Periods of market imbalances have historically become the basis for the next phase of growth,” the authors write.
#altcoins

Axie Infinity ($AXS ) is back on traders’ radar as price action shows renewed interest in the gaming sector. Volume is improving, key support zones are holding, and ecosystem updates remain a major catalyst to watch. Short-term moves may stay volatile, but any clean breakout above resistance could attract fresh momentum.
Stay patient, manage risk, and let the chart confirm the next move.
#WEFDavos2026 #altcoins #AmanSaiCommUNITY #MarketRebound
$AXS

Ethereum is showing a dangerous structure right now. The market is building what looks like the right shoulder of a Head & Shoulders pattern, and price is struggling to stay above the daily MA200 — that’s a major red flag.
If $ETH breaks the rising support (higher-low trendline), the next sell wave can accelerate fast. This isn’t just noise — it’s classic distribution behavior before a deeper move down.
📉 Pattern projections align with the $1400 zone, which also matches a strong historical support area — meaning this level is not random, it’s technical + psychological.
This is the type of structure where: • Smart money distributes
• Retail keeps buying “dips”
• Liquidity gets trapped
• Market flushes late buyers
⚠️ Risk-linked altcoins that usually move with $ETH : $ARB $OP $MATIC $LDO $IMX $AVAX
Market is not in “easy money mode” — it’s in capital preservation mode.
Trade smart. Protect capital first. Profits come second.
Not financial advice — structure based analysis only.
#Ethereum #ETHUSDT #cryptosignals #altcoins

Many investors expected altcoins to explode already, especially after Bitcoin’s major moves. But markets rarely move on emotions or timelines set by retail traders. Altcoins are lagging not because they are weak, but because the broader financial and regulatory environment is still adjusting. Capital today is cautious, selective, and waiting for clarity rather than chasing quick gains. 

 
🕰️ Altcoin Season Is Delayed, Not Cancelled 
Altcoin season has never been a straight line. In every market cycle, there is a long phase of accumulation, boredom, and doubt before expansion begins. What we are experiencing now is a classic waiting phase—where smart money positions quietly while noise traders lose patience. History shows that when altcoin momentum starts, it often happens suddenly and aggressively. 

 
🏛️ Crypto Regulation Is Expanding Across Countries 
One major reason for the delay is regulation. Governments across the world are actively shaping crypto policies—taxation, compliance, licensing, and reporting standards. This process slows market movement in the short term but strengthens the foundation long term. Institutions don’t rush into uncertainty; they wait until rules are clear and risk is measurable. 

 
💸 Fiat Currency Value Is Slowly Eroding 
Global currencies are under pressure due to inflation, debt expansion, and monetary policy stress. While this erosion isn’t dramatic day-to-day, it’s visible over time. This gradual loss of purchasing power is one of the strongest long-term drivers pushing institutions and governments toward digital and alternative financial systems—including crypto assets. 

 
🏦 Government Digital Currencies Are Rising 
Central Bank Digital Currencies (CBDCs) are expanding rapidly. Governments are embracing blockchain-inspired systems for control, efficiency, and transparency. While CBDCs are not decentralized crypto, their growth normalizes digital money itself. This indirectly validates blockchain infrastructure and prepares society for a more digital-native financial world. 

 
🌍 Global Economic Pressure Is Increasing 
Geopolitical tensions, debt cycles, slowing growth, and liquidity tightening are putting pressure on global markets. In such conditions, capital moves defensively first. Risk assets like altcoins usually come after stability returns—not before. This is why patience matters more than predictions. 

 
📆 Year-End Positioning for New Institutions 
Toward the end of financial years, institutions rebalance portfolios, close books, and prepare strategies for the next cycle. Many new funds and players are entering crypto—but positioning happens quietly. Accumulation rarely looks exciting; it looks boring until price reacts. 

 
🧾 Institutions Are Waiting for Policy Green Signals 
Large institutions are not afraid of crypto—they are constrained by policy. Compliance approvals, regulatory clarity, and internal risk frameworks decide timing. Once governments give clearer signals, capital can move fast. When institutions enter, they don’t buy slowly—they deploy size. 

 
🚀 When the Signal Comes, Altcoins Move Fast 
Altcoin seasons don’t announce themselves. They begin when liquidity rotates, narratives align, and confidence returns. Once that switch flips, moves are sharp and unforgiving for late entrants. This is why preparation matters more than prediction. 

 
🧠 Think Like Institutions, Not Emotions 
Markets operate every day, but opportunity doesn’t require constant action. Institutions wait, observe, and act only when conditions align. Staying calm, patient, and disciplined is often more profitable than chasing every candle. 
 
⚠️ Risk Management Always Comes First 
Always do your own research. Never invest money you can’t afford to lose. Crypto is volatile, emotional, and unpredictable in the short term—but powerful over long cycles. Survival comes before profit. 

 
🔍 Final Thought 
Altcoins haven’t failed expectations—expectations were early. Regulation, global pressure, digital currency adoption, and institutional positioning are all pieces of the same puzzle. When alignment happens, the market will move—not slowly, but decisively. 
Until then, patience is the real edge. 
#CryptoNewss #altcoins #altsesaon #BinanceSquareFamily #bnb  

Big geopolitical headlines dropped today and markets are already reacting. Russian President Putin hinted that frozen Russian assets held in the U.S. could be redirected toward rebuilding Ukrainian regions — but only after a formal peace agreement. Reports also suggest discussions around allocating up to $1B from these assets into an international peace-focused initiative connected to U.S. diplomacy talks happening in Moscow.
This kind of macro uncertainty instantly ripples into crypto. As risk sentiment shifts, altcoins like $SUI , $XLM , $FLUX are showing increased volatility, while broader attention is moving toward liquidity-sensitive assets such as $BTC, $ETH, $LINK, and $AVAX.
🌍 When global negotiations heat up, crypto traders stay alert. Political moves → capital flows → market reactions.
📊 High-stakes diplomacy, unpredictable outcomes, and a market that hates uncertainty.
Stay sharp. Volatility creates both risk and opportunity.
#CryptoNews #GlobalMarkets #Macro #bitcoin #altcoins