Every cycle, people capitulate and claim there won’t be an altseason.
That’s precisely when you should start accumulating and preparing for one.
I keep seeing the argument on X that liquidity is too spread out because of how many coins exist. This idea is nonsense.
If liquidity were truly a zero-sum game, the stock market wouldn’t function the way it does.
But look at the Nasdaq and NYSE....companies get listed every day, yet the top ones continue to grow in market cap. In fact, the total U.S. stock market cap has expanded from $11T in 2000 to over $50T in 2024, despite thousands of new stocks being added.
The same principle applies to crypto.
More projects don’t mean liquidity is permanently diluted. It means capital seeks the best opportunities. Bitcoin dominance was over 90% in 2013, yet today it fluctuates between 40-55%, proving that capital has consistently rotated into altcoins over time. The last cycle’s total altcoin market cap surged from $140B in 2020 to over $1.7T in 2021, an over 1,100% gain in just a year.
Despite early skepticism in previous cycles, whether due to COVID, regulatory uncertainty, or macroeconomic fears, altseasons have repeatedly materialized. In 2017, Ethereum rallied from $7 to $1,400 ( 19,900%). In 2021, Solana exploded from $1.50 to $260 ( 17,000%).
The pattern is clear: skepticism precedes parabolic expansion.
Now, we’re on the verge of an even bigger one.
Layer 1s like
$KAS and
$QUBIC are fundamentally well-positioned to hit $50B–$100B market caps. If you look at previous cycles:
•
$BNB went from $2 to $700 on fundamentals and hype.
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$SOL touched $80B market cap during peak euphoria.
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$ADA despite heavy criticism, hit $90B.
With a pro crypto POTUS, adoption at all-time highs, institutions entering the space, and liquidity set to pour in post-Bitcoin halving, fundamentals will win again.
............just like they always do.
Bears will keep making excuses. But historically, the people who prepare while everyone doubts are the ones who make wife-changing gains.