2025-12-27 06:10:16

#数字资产市场动态 The halving cycle is still ongoing, but why hasn't the altcoin season arrived?

It's said that BTC's four-year halving is an iron law, doubling from 23 to 24, and then rising another 30% in 25. According to historical patterns, this should be the crazy time for altcoins. But now? Many are still hoping that SATS and ORDI can make a comeback, but the result is increasing disappointment as they wait.

Honestly, the problem lies in the capital side. Newly entered institutional capital doesn't buy into altcoins; they focus on mainstream coins, holding mainly mainstream assets. DOGE, no matter how big, is still a trap—except when Musk occasionally stirs the pot, who dares to make big moves? But on the other hand, many have turned their fortunes around with DOGE, so we can't completely dismiss this coin.

Looking at recent market movements—BTC from 85,000 to 87,000, then fluctuating between 87,500 and 90,500—the overall atmosphere hints at a strange bullish signal. A short-term 1/5 increase isn't excessive; a total position growth of 2% is indeed growth. But note, in this kind of market, caution is essential. Accounts that haven't weathered storms shouldn't be greedy.

Altcoins' oversold rebound is normal. The recent bounce of 0G and LAYER has fallen back again, which is normal—0G has such a huge unlocking pressure, how could it rise easily? TURBO and DOGS are even more desperate.

The most ironic thing is inscriptions like ORDI. After being silent for so long, BTC's rise from 24 to 25 doubled, yet it couldn't lift inscriptions. The former hot engines have already gone cold. BTC's ecosystem hasn't taken off, so don't have too many illusions about inscriptions. When to release, release; when to retreat, quietly withdraw—that's the survival strategy now.

Projects like CHZ are even more lacking in ecosystem growth. $ZEC and HIGH are completely different logic; each needs to be analyzed separately. $ORDI now feels more like an outdated hot spot—let's see if it can make a comeback.

BTC0,19%

SATS2,05%

ORDI2,35%

DOGE1,02%

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ChainDoctor

· 13h ago

Wait, is ORDI really dead? I think your analysis is a bit too absolute. I agree that institutions are consolidating around mainstream coins, but a delay in the altcoin season doesn't mean it won't come. Speaking of which, the 0G unlock did cause a bloodbath, but DOGE has never lacked storytelling potential, gotta admit that. Getting excited over a 2% short-term increase? This account will blow up sooner or later. --- There are indeed people who got rich quick with DOGE, but that's just survivor bias, better not to mention it. --- BTC ecosystem hasn't taken off? Bro, you might not have seen the latest data, we're just getting started. --- ORDI is just a story after its peak, a little ups and downs, and it's over. --- So you mean institutions only play with mainstream coins, and small investors are doomed to wait and die? --- Honestly, now those entering altcoins are all gamblers. Caution is a word that's too unfamiliar to us.

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PaperHandsCriminal

· 12-27 06:40

Haha, I told you, now炒山寨 (speculative altcoins) is just like gambling. Funds have been drained by mainstream coins. Who still dares to mess with those tiny, fragmented projects? DOGE, no matter how much you talk about it, still relies on Musk. Expect ORD I to make a comeback? Dream on, inscriptions have long gone out of fashion. Exactly right, accounts that are greedy without wind and rain are just asking for death. I’ve bought many paper hands to pay the bill. Institutions are entering the market with mainstream coins, retail investors are still sleepwalking, the gap is obvious. LAYER and 0G falling back is very normal; the unlocking pressure is right there, not even the king can hold it. What can I say, now is the time to release when it’s time to release, and run when it shrinks. Don’t care about any patterns.

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RebaseVictim

· 12-27 06:29

Institutions only play mainstream coins, while retail investors are still buying into altcoins. This is the reality. --- ORDI is really out of the game. BTC has tripled, and it’s still lying there, indicating that the inscription track is already dead. --- DOGE is a trap, but some people have indeed turned their fortunes around with it. Risk and opportunity always go hand in hand. --- The unlocking pressure of 0G is so great that any rebound is just a false rebound. Don’t be fooled. --- To put it simply, it’s now a time to watch mainstream coins. Altcoin season may never come. --- The market conditions don’t support altcoins. That’s a harsh truth, but it’s the truth. --- TURBO and DOGS are hopeless now. If you need to cut losses, just do it. --- Waiting to see if ORDI can turn around, I think it’s uncertain. --- BTC ecosystem hasn’t even taken off yet. Expecting inscriptions to skyrocket is pure wishful thinking.

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LidoStakeAddict

· 12-27 06:15

The altcoin season hasn't arrived, and institutions can't play this game DOGE has definitely made some people rich, but that's just luck 0G unlocking was so intense, but the rebound just went straight back, very normal ORDI is already cooling off, even a 3x increase in BTC can't lift it, the era of inscriptions should be over

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