I just went through an interesting discussion that is currently trending in the market. Analysts like van de Poppe say that 99% of altcoins should be eliminated, but here’s the complexity — they are simultaneously the most optimistic about the future of crypto.

In van de Poppe’s view, this cleanup is like a dot-com bubble where many projects failed, but a strong foundation for innovation was laid. Currently, he says that altcoins are quietly gaining strength, moving at a very fast pace, especially when the macro environment is positive — low VIX, strong stocks, and Bitcoin remains stable.

Bitcoin is now close to $77.49K and has been building a base for about 2.5 months. van de Poppe’s perspective is that we are in a phase similar to early 2020 — where many signals precede a major move. Ethereum is currently in a bull trend, and if key levels hold, it’s a buying opportunity. Regarding Arbitrum, if it pulls back, a target of $0.16 could be possible.

However, van de Poppe is only bullish on strong alts — like BTC, ETH, and major DeFi players. Weaker projects are still at risk.

But not everyone is ready to jump in so quickly. Some analysts say it’s too early until BTC is above the 20 SMA and the 20 SMA crosses above the 50 SMA. Both conditions are currently absent, and Bitcoin’s dominance is about 57%.

The reality is that the market is in a consolidation phase — weak projects are continuously losing value, but strong altcoins could quietly prepare for the next big move. Historically, when a breakout begins, alts can surge by 150% to 400%.