😱🚨IOSG Announces: Even if an Altcoin Bull Season Comes in 2026, Not Everyone Will Win!🤯
According to IOSG, there were 4 key factors that made this period possible:
• Low interest rate environment
• Aggressive monetary expansion
• Limited token supply
• Concentration of liquidity in a few main narratives
Result: A "buy everything" era 🚀
📉 THESE CONDITIONS ARE NOT VALID TODAY
Even if $BTC and $ETH reach new highs, there is no general enthusiasm for altcoins.
Why?
⚠️TOKEN SUPPLY EXPLODED
• Airdrop craze
• Meme coin craze
• High FDV – low circulating rate
📊 According to IOSG data, there is a risk of over $200 billion worth of tokens being unlocked in 2024-2025.
This means there's significant supply pressure on altcoins.
💧 LIQUIDITY IS FRAGMENTED
In 2021, the narrative was clear: DeFi, NFTs, Metaverse.
But today:
• AI
• L2
• Redistribution
• GameFi
• RWA
• Memes
➡️ Fast but short-lived rotations, no lasting trends.
🏦 INSTITUTIONAL MONEY IS NOT FLOWING INTO ALTCOINS
What are ETFs and large funds doing?
• Regulated
• Hidden
• Lower risk
The expected liquidity flow into altcoins is not happening.
😓 INDIVIDUAL INVESTOR PROBLEM
Many investors have lost money in altcoins.
➡️ The limit of fresh and aggressive capital to fuel a new rally. 🎯SO WHO COULD BE THE WINNERS OF THIS CYCLE?
According to IOSG:
💎 Strong, revenue-generating DeFi projects
Highlights:
• Uniswap
• Aave
• Pendle
• Ethena
• Hyperliquid
➡️ Product freedom + cash flow = more resilient performance
🔮 CONCLUSION: THE ALTCOIN MARKET IS SPLITTING IN TWO
IOSG's clear vision 👇
🟢 Strong, revenue-generating projects attracting institutional interest
🔴 Purely speculative, highly popular coins
⚠️ This cycle could be very difficult for designs in between.
📌 In summary:
❌ A 2021-style "anything goes" season
✅ A slower, more selective, and fundamentally analytical altcoin technology
#CPIWatch #USNonFarmPayrollReport #TrumpTariffs #BTCVSGOLD #Altcoin
