The Wolf Of All Streets Bitcoin EXPLODING To $110,000?! Altcoin Season About To ERUPT?
Why The Traditional Altcoin Season Is Dead But New Opportunities Arise
Altcoin season as it was known — with massive broad rallies across many coins — is unlikely to return due to liquidity and institutional adoption dynamics.
Tom Dunleavy explains that while Bitcoin and a handful of major altcoins will benefit from new inflows via ETFs and treasury companies, the vast number of smaller altcoins lack sufficient demand and institutional infrastructure to rally as before.
He notes a shift toward selective investment in the top 50 altcoins driven by serious institutional players, with the long tail of coins unlikely to see sustained capital inflows.
Dunleavy highlights that venture capital funding is now focused more on infrastructure and stablecoin projects rather than speculative, consumer-facing or niche altcoins, reducing hype-driven token launches.
He concludes that the "alt season" ahead will be different — more concentrated, less wild, and driven by fundamentals and institutional capital rather than indiscriminate speculation.
New Alt Season Dynamics
- Institutional adoption will change the nature of alt seasons, with Bitcoin raising the market bar.
- Alt season likely involves select altcoins performing well but at a smaller scale than before.
Growing Institutional Crypto Access
- Crypto lacks broad institutional and mutual fund buying seen in traditional equities.
- New crypto ETFs and index products are enabling wider institutional and retail participation.