2026-01-08 08:20:39

To be honest, the most awkward part of this wave of altcoin season is not the lack of hot topics. There are actually quite a few hotspots—AI, Meme, RWA, DePIN—taking turns, but the problem is that they are too scattered.

Each track has its own small高潮, each playing their own game, and no one can drive the others. Compared to the全民共识 frenzy of DeFi in 2021, it now feels like every small circle in the class is playing their own game, lacking a unified storyline that can make the entire market experience FOMO together.

Bitcoin is currently stuck above 90,000, and in fact, there is still room for imagination in altcoins. But the key issue is—funds are spread out like pepper, with each coin getting a little, but no one enough to trigger a breakout. This is the most awkward part of the current market.

My judgment is that we might have to wait until Bitcoin truly stabilizes above 100,000. When market sentiment ignites then, we will see that crazy scenario where any coin can double. At this stage, instead of betting on timing, it’s better to hone your eye for selecting coins.

BTC-4,53%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

12 Likes

Reward
12
7
Repost
Share

Comment

0/400

PoetryOnChain

· 01-11 06:31

The pepper sprinkle analogy is perfect; it really captures that feeling.

View OriginalReply0

DataPickledFish

· 01-10 22:23

There's nothing wrong with that, but the funds are too scattered; no one can get enough. Everyone is waiting for that big story. Actually, it still depends on whether BTC can break through 100,000.

View OriginalReply0

ser_aped.eth

· 01-10 10:48

Basically, it's just missing a big brother to set the rhythm. Now everyone is acting on their own, which is too boring.

View OriginalReply0

RektRecorder

· 01-08 08:49

Yeah, indeed, right now we just need a big narrative to bring retail investors together. Wait, but you said the全民疯狂 in 2021... Isn't that just a bubble? This wave might actually be healthier? The pepper shaker analogy is perfect; funds are all scattered into shreds, no wonder no coin can soar to the sky. To put it simply, we're still waiting for that moment when BTC breaks ten thousand and the entire market takes off. Before that, it was just dragging on. Instead of randomly choosing, it's better to truly understand a track. There's nothing wrong with that. Now, those entering the market need to see clearly; not all hot spots can make you rich. Agreed, the consensus in 2021 was survivor bias. Now, differentiation is the norm. The way funds are mysteriously dispersed indicates it's not the right time for a true takeoff yet.

View OriginalReply0

GasGrillMaster

· 01-08 08:49

So true, the pepper sprinkle analogy is perfect. Right now, anyone can see some increase, but no one can get it to move.

View OriginalReply0

DefiVeteran

· 01-08 08:48

Sprinkling pepper is a perfect metaphor; every coin gets a little heat, but no one can rise. So true. --- Basically, what’s missing is that nationwide FOMO story. 2021 was different. --- Waiting for BTC to truly break 100K before there’s a turning point. Right now, you really need to sharpen your eyes and stop chasing blindly. --- Having too many hot spots is actually a trap; diversification is death. --- Funds are indeed too scattered. It feels like no one dares to fully commit to a single track. --- Bitcoin’s position is painfully stuck, and altcoins are also awkward. --- Right now, everything is moving, but nothing is truly moving. --- I agree that choosing coins is more reliable than gambling on time, but honestly, who can really pick the right ones? --- This wave of market movement just needs a big event to ignite it. Let’s wait and see.

View OriginalReply0

Gm_Gn_Merchant

· 01-08 08:37

That's so true. Right now, the funds are too shallow; everyone wants to buy the dip, but no one has a backbone.

View OriginalReply0