Alright, a fresh BTC ATH again! Love to see it, especially with everyone feeling a bit 'meh' lately. Classic indeed, it always seems to happen when you least expect it.
But yeah, the big question is always what happens next for the altcoins. That 'liquidity rotation' is what everyone's waiting for, right? I've been watching ETH/BTC too, and it's been surprisingly flat, even with BTC doing its thing. Makes you wonder if this cycle will follow the old script of L1s first, then narratives, or if something else entirely is brewing.
Part of me hopes it's a bit more distributed this time, so not just the usual suspects pump. But alt dominance being near cycle highs while BTC pushes... that's a head-scratcher.
What specific alt sectors are you guys watching closely for that first big move once BTC takes a breather? Or do you think this time it's less about sectors and more about specific projects with solid tech?
BTC pulling an ATH out of nowhere is truly classic, just when the market was getting bored, it wakes the whole market up.
About altcoin rotation, it’s like capital hasn’t really started flowing down to them yet, which might be another sign that altseason would also pull out of the blue.
Right now, my focus is on AI and RWAs narrative, especially the ones showing real utility. But i also think we might see isolated surges tied to projects with strong fundamentals and actual utility instead of the previous runs that was based on a specific ecosystem.