Empire Why There Wont Be An Alt Season This Cycle | 1000x
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Jan 28, 2025 The conversation kicks off with a critical look at the lack of an alt season this cycle, along with the rise of sector-specific trends. There's deep insight into the fluctuating sentiments surrounding Bitcoin and notable companies like NVIDIA. As Ethereum's future remains uncertain, discussions point to strategies for navigating this tumultuous market. The speakers contrast Bitcoin's growing acceptance at the state level with skepticism around altcoins, mixing humor and serious reflections on the cultural landscape of cryptocurrency.
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Efficient Market
- The crypto market has become more efficient, rewarding genuine research and showing more price dispersion.
- Sector-specific seasons are replacing broad alt seasons due to market oversaturation.
No Alt Season
- There likely won't be a traditional alt season this cycle due to an overabundance of coins and insufficient capital.
- Sector-based mini-seasons, like the recent "dino season", are more probable.
Alpha Opportunities
- Look for alpha trades in assets with compelling catalysts or technical setups, even if it means short-term losses.
- Consider hedging market risk with strategic shorts on vulnerable assets while going long on promising ones.