BTC just climbed back to 81k, and I'm starting to get scared: Is this the most dangerous time of the altcoin season?

Recently, the market has suddenly become very energetic. BTC has returned to 81k, ETH is approaching 2,400, and as the US stock market stabilizes, altcoins immediately start to "dance wildly." Especially the PayFi sector, which is rising as if project teams are secretly running at double speed.
But seasoned traders know: the real danger is often not a sharp drop, but when everyone starts shouting "bull run back quickly."
There's an interesting story behind this market movement. On one side, the US-Iran situation remains deadlocked, and global risk aversion is rising; on the other side, Trump's visit to China has market betting on "liquidity improvement." Funds suddenly enter a contradictory state of "fear of risk and fear of missing out."
So, the first to explode isn't BTC, but the most elastic altcoins.
I'm currently most focused on two directions:
First is PayFi. The reason is simple: the market is starting to re-emphasize the "payment + cash flow" logic, and whoever can turn on-chain payments into real applications will be more likely to be repeatedly pumped by funds.
Second is AI + on-chain data. Because AI is no longer just a concept but now a traffic entry point.
As for chasing the rally or laying low?
My trading approach is simple: BTC and ETH provide security, small positions focus on altcoin hot spots. Never go all-in chasing green candles, and never FOMO into a full position.
One of the funniest things in a bull market is that everyone always thinks "they will sell at the top."
The result is often: others eat the meat, and you just take screenshots. #山寨币资金回流