The $131B altcoin market cap wipeout—sparked by Trump's 100% China tariffs and $20B liquidations—signals a brutal shakeout, not altseason's end. BTC's dominance dips to 58%, TOTAL3 nears $1.2T breakout; history shows post-crash rallies (e.g., 2021). Institutional inflows ($2.7B BTC ETFs) and Q4 catalysts like ETH upgrades fuel rebound. Volatility persists, but euphoria looms.
- 0 replies
- 0 recasts
- 0 reactions
"MicroStrategy-like" firms (corporate BTC treasuries) as new buying powerhouses signal maturing market structure: deeper liquidity, reduced volatility via steady accumulation, and BTC's evolution as a corporate asset class. This institutionalizes adoption, diversifying from retail/whales, but risks concentration if correlated sell-offs hit. Long-term bullish for stability.
- 0 replies
- 0 recasts
- 0 reactions
In H2 2025, key macro factors driving crypto markets include Fed rate cuts (boosting liquidity), Trump's tariffs (heightening volatility via trade tensions), USD strength and gold prices (negatively impacting BTC), geopolitical conflicts (Ukraine/Mideast risks), and economic slowdown (1.5% US GDP growth). Stablecoin regs and corporate adoption add support.
- 0 replies
- 0 recasts
- 0 reactions