Alt season will definitely occur, but it won't come out of nowhere. Behind every wave of altcoin market, there must be a corresponding breakthrough in technology or a continuous heating up of a specific sub-track, coupled with the continuous influx of on-chain capital. Once all these conditions are met, the general rise of the market will truly start.
To be realistic, trash coins will indeed die. The fate of the vast majority of varieties is to eventually go to zero, and this harsh reality must be acknowledged. But if you really believe in alt season, don't go all in on a single variety, as that would be gambling. The correct strategy is to diversify your investments, casting a wide net among a bunch of altcoins, betting that at least one of them will survive until the end and make a profit.
From the perspective of the macro market landscape, the driving role of alt season for the entire ecosystem is indispensable. The current total market size is around 3 trillion, and relying solely on mainstream coins like Bitcoin and Ethereum to support market expansion to a scale of 10 trillion is simply unrealistic. The advantage of altcoins lies in their easier manipulation and lower lifting costs. When prices reach a certain range, trading altcoins becomes more cost-effective compared to the yield from driving mainstream coins.
The key is that altcoins are the easiest to create a profit effect. As long as a certain track erupts and the rise is impressive enough, it will attract a lot of attention—not only from seasoned investors in the crypto space but also from people outside the circle who will be drawn in by that kind of return effect. This demonstration effect will raise the overall industry’s attention, thereby driving market growth. So rather than saying it’s a gamble on altcoins, it’s more accurate to say it’s a bet on the inevitability of market expansion.
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YieldHunter
· 22m ago
nah this is just survivorship bias dressed up as macro analysis tbh. you're literally describing a ponzi pyramid with "correlation coefficient" language lmao
Reply0
SandwichTrader
· 9h ago
It still depends on technological breakthroughs; otherwise, what’s the reason for the rise?
Going all-in on one coin is just like giving away money; this point must be clear.
Altcoins are good because they are cheap and easy to manipulate; when mainstream coins can't move the market, these are relied upon.
As the profit effect kicks in, retail investors rush in, and this wave of market trend is basically stable.
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TokenDustCollector
· 9h ago
Diversified investing makes sense, but honestly, spreading your bets too widely can also lead to a bunch of zeroes.
It's 1999, and still betting on market expansion as a necessity—this logic sounds a bit shaky.
Going all in on trash coins is just asking for death, I agree with that.
The profit effect during the clone season is indeed absolute, but everyone who gets in is just a bagholder.
Mainstream coins can't support a market cap of 10 trillion? Then altcoins are even less reliable.
Rather than saying diversified investing, it's better to say diversified risk—it's the same meaning.
Low cost of market manipulation can lead to a rise? Then who will backstop during a crash?
Those who are optimistic about the track's explosion are all armchair strategists after the fact.
The profit effect attracts newcomers, which basically means an endless stream of bagholders.
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LiquidityHunter
· 9h ago
The whole idea of spreading the net widely is just luck, honestly. Most of them are destined to go to zero anyway.
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FlashLoanLarry
· 9h ago
nah, the capital utilization thesis here is kinda mid... you're basically betting on market expansion necessity, but the real alpha is timing when protocol dynamics shift. most people just chase the sizzle tho lmao
Reply0
DegenGambler
· 9h ago
Diversified investing sounds good, but how many can truly survive? I think it's better to focus on one promising track rather than casting a wide net.
Alt season will definitely occur, but it won't come out of nowhere. Behind every wave of altcoin market, there must be a corresponding breakthrough in technology or a continuous heating up of a specific sub-track, coupled with the continuous influx of on-chain capital. Once all these conditions are met, the general rise of the market will truly start.
To be realistic, trash coins will indeed die. The fate of the vast majority of varieties is to eventually go to zero, and this harsh reality must be acknowledged. But if you really believe in alt season, don't go all in on a single variety, as that would be gambling. The correct strategy is to diversify your investments, casting a wide net among a bunch of altcoins, betting that at least one of them will survive until the end and make a profit.
From the perspective of the macro market landscape, the driving role of alt season for the entire ecosystem is indispensable. The current total market size is around 3 trillion, and relying solely on mainstream coins like Bitcoin and Ethereum to support market expansion to a scale of 10 trillion is simply unrealistic. The advantage of altcoins lies in their easier manipulation and lower lifting costs. When prices reach a certain range, trading altcoins becomes more cost-effective compared to the yield from driving mainstream coins.
The key is that altcoins are the easiest to create a profit effect. As long as a certain track erupts and the rise is impressive enough, it will attract a lot of attention—not only from seasoned investors in the crypto space but also from people outside the circle who will be drawn in by that kind of return effect. This demonstration effect will raise the overall industry’s attention, thereby driving market growth. So rather than saying it’s a gamble on altcoins, it’s more accurate to say it’s a bet on the inevitability of market expansion.