Not Such A Great Year
2025 has been somewhat of a disappointment; there’s no denying it. Influencers on X have been pushing the Altcoin Season narrative. However, this time really is different. If you have been HODLing and waiting for your bags to pump, you are likely disillusioned and disappointed. Altcoins are ridiculously low, even by conservative standards.
Investors need to realize that with increased adoption comes other, less favorable outcomes. Increased adoption brings about the amalgamation I have so often spoken about. Yes, the amalgamation of TradFi and Crypto has begun. Regular readers will remember this prediction being made years ago on this blog. It was an obvious outcome as the powers that be would never allow themselves to be replaced.
The amalgamation begins with Bitcoin adoption. It is a slow yet steady shift, one that Strategy has pioneered and given as an example to follow. However, with so much attention on Bitcoin, altcoins have been left to struggle. This is a sad reality that leaves investors with no choice but to HODL until more favorable valuations arise from the altcoin abyss.
The Shift
I began addressing the amalgamation years ago, and now we are starting to see TradFi leaders incorporating Bitcoin and ideas such as tokenization into existing models. This is how it begins. The second idea that I have been writing about for some time is altcoin filtering. Essentially, projects with minimal use cases will become obsolete. The fact that we are already seeing incredibly low valuations for blue chips is a concern.
One can only imagine what is happening within the world of micro-caps if blue chips are taking such strain. For example, Polkadot (DOT) is currently trading at $1.71, which is lower than its bear market valuation from 2022. This is a bitter pill for DOT investors to swallow. I predicted a strong outflow from DOT with the new tokenomics, and that is exactly what we have seen. Altcoin investing will become an art.
A high tide no longer lifts all boats, even blue chip boats. The amalgamation will sift through the thousands of altcoins, ultimately identifying future utility and importance. The starting block is obvious, with Bitcoin, Ethereum, Solana, and stablecoins being at the forefront. In other words, minimal gains are on the table. I use the term minimal because OGs like myself are familiar with 500X returns from the altcoin market.
Final Thoughts
Finding the next 100X altcoin success story won’t be easy. Market maturation is a two-edged sword, as opportunities begin to shrink. Investors need to choose wisely and consider longer time horizons. These are merely my thoughts and should not be interpreted as financial advice. All the best, see you next time!
Sapphire Crypto 