Data: Tokens Like SUI, BIO, and OP Set for Major Unlocks This Week
#SUI #BIO #OP On May 25, 2025, crypto analytics platform Token Unlocks released its latest unlock forecast, showing that several popular tokens — including Sui (SUI), Bio Protocol (BIO), and Optimism (OP) — are scheduled for major unlock events in the upcoming week, with a total market value exceeding $500 million. These unlocks have sparked widespread community discussion and drawn intense attention from investors regarding the short-term price movements of the involved tokens. As we all kno...
Governments and Institutions Now Hold Over 8% of Bitcoin — Strategic Hedge or Emerging Sovereign Ris…
In previous articles, we initiated an analysis on the topics of “Global Exchange BTC Liquidity is Decreasing” and “The Liquidity Battle in the Crypto Market in 2025.” As of May, it has become evident that the competition for liquidity has intensified. Ultimately, the surge in the number of Bitcoin holdings by institutional investors over the past year has led to a depletion of liquidity. Do you remember yesterday’s article titled “New Hampshire’s Strategic Bitcoin Reserve Bill”: A Comprehensi...
Trump Removes Cook, Crypto Market Faces Chain Reaction: From Central Bank Independence to the Butter…
#Trump #Cook #Crypto Disclaimer: This article provides an in-depth analysis of market hot topics only. It does not involve or represent any political stance or political views. A butterfly flaps its wings in South America, and the result might be a tornado in Texas. At this moment, the butterfly effect has been vividly demonstrated: what seemed like a trivial mortgage issue triggered a storm leading to the attempted removal of a Federal Reserve Governor. This is essentially a political clash ...
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Data: Tokens Like SUI, BIO, and OP Set for Major Unlocks This Week
#SUI #BIO #OP On May 25, 2025, crypto analytics platform Token Unlocks released its latest unlock forecast, showing that several popular tokens — including Sui (SUI), Bio Protocol (BIO), and Optimism (OP) — are scheduled for major unlock events in the upcoming week, with a total market value exceeding $500 million. These unlocks have sparked widespread community discussion and drawn intense attention from investors regarding the short-term price movements of the involved tokens. As we all kno...
Governments and Institutions Now Hold Over 8% of Bitcoin — Strategic Hedge or Emerging Sovereign Ris…
In previous articles, we initiated an analysis on the topics of “Global Exchange BTC Liquidity is Decreasing” and “The Liquidity Battle in the Crypto Market in 2025.” As of May, it has become evident that the competition for liquidity has intensified. Ultimately, the surge in the number of Bitcoin holdings by institutional investors over the past year has led to a depletion of liquidity. Do you remember yesterday’s article titled “New Hampshire’s Strategic Bitcoin Reserve Bill”: A Comprehensi...
Trump Removes Cook, Crypto Market Faces Chain Reaction: From Central Bank Independence to the Butter…
#Trump #Cook #Crypto Disclaimer: This article provides an in-depth analysis of market hot topics only. It does not involve or represent any political stance or political views. A butterfly flaps its wings in South America, and the result might be a tornado in Texas. At this moment, the butterfly effect has been vividly demonstrated: what seemed like a trivial mortgage issue triggered a storm leading to the attempted removal of a Federal Reserve Governor. This is essentially a political clash ...
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#Coinbase #Altcoin #Bitcoin
Altcoin Season is a name that crypto investors both love and hate. They love it because it feels like a grand carnival: once it comes, Bitcoin is no longer the only protagonist on stage, but steps back, leaving the spotlight for a group of altcoins to perform to their heart’s content, while a massive wealth effect unfolds, making sudden riches no longer seem like a distant dream. They hate it because the volatility of the Altcoin Season market is like a “poisoned apple” — even knowing it is toxic, people still cannot resist taking a bite.
Overall, for many people, Altcoin Season not only means new investment opportunities, but also a relay race of wealth effect. Every time someone shouts on social media, “Altseason is coming,” countless eyes immediately light up.
Recently, Coinbase directly pointed out in its latest market outlook: “With September approaching, Altcoin Season may be about to fully arrive.” This sentence was like a war drum, both exciting and alarming. After all, Altcoin Season has never been an empty slogan; behind it often lies changes in macro policy, secret shifts in capital flows, clues from on-chain data, and the early layout of institutions. In other words, the market’s atmosphere is brewing, and the valve of liquidity is slowly being turned open.
From the slow decline in Bitcoin dominance, to the rising institutional demand for ETH, to the subtle shift in the Federal Reserve’s monetary policy, all signals are pointing in the same direction — a new altcoin frenzy may be waiting not far ahead to be ignited.
“Altcoin Season” usually refers to this state: among the top 50 altcoins by market cap, more than 75% of tokens have outperformed Bitcoin in the past 90 days. In other words, capital is gradually overflowing from BTC into the higher-risk, higher-potential-reward altcoin market.
Why is it important?
For retail investors: Altcoin Season often means higher profit opportunities. A 50% rise in Bitcoin may already look impressive, but some altcoins could see 3x, 5x, or even higher gains in the same cycle.
For institutions: Increased liquidity in the altcoin market represents more opportunities for portfolio diversification and arbitrage strategies.
For the entire industry: Altcoin Season means higher ecosystem activity, with more capital flowing into infrastructure, applications, and emerging projects.
In Coinbase’s outlook, it explicitly mentioned that Bitcoin dominance has already dropped from 65% to 59%, which is a typical “early rotation” signal.
The core background variable affecting Altcoin Season is macro liquidity.
As of now, U.S. money market funds’ cash balance has exceeded $7.2 trillion, a historical high. This shows a large amount of capital is still staying in low-risk “wait-and-see” mode. Coinbase believes that as the Federal Reserve may start a rate-cutting cycle in September and October, the appeal of money market funds will decline, and some capital will begin to turn toward the crypto market.
The logic behind this is straightforward:
Lower interest rates → lower attractiveness of traditional assets → risk assets (cryptocurrency) regain favor.
Once retail capital “unfreezes” from money market funds, the crypto market may usher in a new wave of incremental inflows.
This is also why Coinbase does not agree with the view that “September rate cuts = market top.” On the contrary, it believes the rate-cutting cycle will push more retail participation in the medium term, thereby amplifying opportunities in the altcoin market.
Although “Altcoin Season” seems like a comprehensive phenomenon, ETH is often the “starting point” of the rotation. Coinbase particularly emphasized ETH’s position among institutional investors:
Digital Asset Treasury (DAT) demand: Companies like BitMine have already purchased over 1.15 million ETH, worth $20 billion.
RWA and stablecoins: As a smart contract platform, ETH is naturally the foundational support for these narratives.
Liquid staking (Lido’s LDO): With the SEC stating that “under certain conditions, liquid staking tokens are not securities,” tokens like LDO have seen strong rallies.
Data shows that currently, top ETH treasury companies hold about 2.95 million ETH, already accounting for more than 2% of total supply. Such large-scale institutional holdings not only stabilize ETH’s position but also provide a “liquidity source” for the altcoin ecosystem.
In other words, if Bitcoin is the “weathervane” of the entire market, then ETH is the “engine” of Altcoin Season.
From the data perspective, Bitcoin dominance (BTC Dominance) is the most intuitive indicator.
May 2025: BTC dominance was around 65%, meaning funds were highly concentrated.
August 2025: Dominance has fallen to 59%, a clear sign of shifting.
Meanwhile, CoinMarketCap’s Altcoin Season Index is currently only 44, below the historical threshold of 75. But this does not mean the opportunity is far away — on the contrary, it shows the market is still in the early stage.
Why is this good? Because the earlier you enter, the easier it is to capture the full rally. For investors, if you wait until the index breaks above 75 to enter, you may have already missed the best profit window.
Outside of ETH, some altcoins have shown even higher market sensitivity.
ARB, ENA, LDO, OP: Their relative ETH Beta is greater than 1, meaning their price swings are stronger.
LDO: Closely related to liquid staking, combined with the SEC’s latest statement, LDO surged as much as 58% in one month.
This shows that during Altcoin Season, investment opportunities are not “universal rises,” but will concentrate on tokens highly related to core narratives (staking, stablecoins, RWA).
#Coinbase #Altcoin #Bitcoin
Altcoin Season is a name that crypto investors both love and hate. They love it because it feels like a grand carnival: once it comes, Bitcoin is no longer the only protagonist on stage, but steps back, leaving the spotlight for a group of altcoins to perform to their heart’s content, while a massive wealth effect unfolds, making sudden riches no longer seem like a distant dream. They hate it because the volatility of the Altcoin Season market is like a “poisoned apple” — even knowing it is toxic, people still cannot resist taking a bite.
Overall, for many people, Altcoin Season not only means new investment opportunities, but also a relay race of wealth effect. Every time someone shouts on social media, “Altseason is coming,” countless eyes immediately light up.
Recently, Coinbase directly pointed out in its latest market outlook: “With September approaching, Altcoin Season may be about to fully arrive.” This sentence was like a war drum, both exciting and alarming. After all, Altcoin Season has never been an empty slogan; behind it often lies changes in macro policy, secret shifts in capital flows, clues from on-chain data, and the early layout of institutions. In other words, the market’s atmosphere is brewing, and the valve of liquidity is slowly being turned open.
From the slow decline in Bitcoin dominance, to the rising institutional demand for ETH, to the subtle shift in the Federal Reserve’s monetary policy, all signals are pointing in the same direction — a new altcoin frenzy may be waiting not far ahead to be ignited.
“Altcoin Season” usually refers to this state: among the top 50 altcoins by market cap, more than 75% of tokens have outperformed Bitcoin in the past 90 days. In other words, capital is gradually overflowing from BTC into the higher-risk, higher-potential-reward altcoin market.
Why is it important?
For retail investors: Altcoin Season often means higher profit opportunities. A 50% rise in Bitcoin may already look impressive, but some altcoins could see 3x, 5x, or even higher gains in the same cycle.
For institutions: Increased liquidity in the altcoin market represents more opportunities for portfolio diversification and arbitrage strategies.
For the entire industry: Altcoin Season means higher ecosystem activity, with more capital flowing into infrastructure, applications, and emerging projects.
In Coinbase’s outlook, it explicitly mentioned that Bitcoin dominance has already dropped from 65% to 59%, which is a typical “early rotation” signal.
The core background variable affecting Altcoin Season is macro liquidity.
As of now, U.S. money market funds’ cash balance has exceeded $7.2 trillion, a historical high. This shows a large amount of capital is still staying in low-risk “wait-and-see” mode. Coinbase believes that as the Federal Reserve may start a rate-cutting cycle in September and October, the appeal of money market funds will decline, and some capital will begin to turn toward the crypto market.
The logic behind this is straightforward:
Lower interest rates → lower attractiveness of traditional assets → risk assets (cryptocurrency) regain favor.
Once retail capital “unfreezes” from money market funds, the crypto market may usher in a new wave of incremental inflows.
This is also why Coinbase does not agree with the view that “September rate cuts = market top.” On the contrary, it believes the rate-cutting cycle will push more retail participation in the medium term, thereby amplifying opportunities in the altcoin market.
Although “Altcoin Season” seems like a comprehensive phenomenon, ETH is often the “starting point” of the rotation. Coinbase particularly emphasized ETH’s position among institutional investors:
Digital Asset Treasury (DAT) demand: Companies like BitMine have already purchased over 1.15 million ETH, worth $20 billion.
RWA and stablecoins: As a smart contract platform, ETH is naturally the foundational support for these narratives.
Liquid staking (Lido’s LDO): With the SEC stating that “under certain conditions, liquid staking tokens are not securities,” tokens like LDO have seen strong rallies.
Data shows that currently, top ETH treasury companies hold about 2.95 million ETH, already accounting for more than 2% of total supply. Such large-scale institutional holdings not only stabilize ETH’s position but also provide a “liquidity source” for the altcoin ecosystem.
In other words, if Bitcoin is the “weathervane” of the entire market, then ETH is the “engine” of Altcoin Season.
From the data perspective, Bitcoin dominance (BTC Dominance) is the most intuitive indicator.
May 2025: BTC dominance was around 65%, meaning funds were highly concentrated.
August 2025: Dominance has fallen to 59%, a clear sign of shifting.
Meanwhile, CoinMarketCap’s Altcoin Season Index is currently only 44, below the historical threshold of 75. But this does not mean the opportunity is far away — on the contrary, it shows the market is still in the early stage.
Why is this good? Because the earlier you enter, the easier it is to capture the full rally. For investors, if you wait until the index breaks above 75 to enter, you may have already missed the best profit window.
Outside of ETH, some altcoins have shown even higher market sensitivity.
ARB, ENA, LDO, OP: Their relative ETH Beta is greater than 1, meaning their price swings are stronger.
LDO: Closely related to liquid staking, combined with the SEC’s latest statement, LDO surged as much as 58% in one month.
This shows that during Altcoin Season, investment opportunities are not “universal rises,” but will concentrate on tokens highly related to core narratives (staking, stablecoins, RWA).
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