Altcoin Season Incoming? September Could Be the Spark of a Revolution

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And so, the crypto empire trembles-$107 billion, vanished. Bitcoin has dropped to a feeble $113,461, teetering on the edge of $112,526 like a fragile monarch on a crumbling throne. This catastrophic sell-off? It’s all thanks to the SEC’s inquisitive gaze into Alt5 Sigma’s $1.5 billion deal with none other than Trump’s World Liberty Financial-what a delightful mess to add to the already ever-chaotic crypto landscape. But hey, some say this upheaval could be the very thing to ignite September’s heralded altcoin season. You see, when Bitcoin stalls at critical levels, the capital gods often turn their gaze elsewhere, like bored aristocrats looking for fresh amusements. And so, they whisper of altcoins-ready to rise again.

Now, behold the prophets of crypto: Coinbase and Pantera Capital. With all the poise of seasoned gamblers, they predict September will be the beginning of a true altcoin renaissance. After months of Bitcoin reign, a broader token rally seems inevitable. The sun has been hiding behind the mountain long enough.

Altcoins Could Soon Reclaim Momentum, But Will They?🤔

It is said, “History never repeats itself, but it often rhymes.” For most of this past year, Bitcoin was the undisputed king, enjoying the ETF boom of 2023-2024, then basking in Trump’s policy sunshine through mid-2024. Meanwhile, poor altcoins were like forgotten children at a lavish banquet. Pantera observes-nostalgically, with a hint of sorrow-that altcoins led the charge in previous cycles: 66% of growth in 2015-2018, 55% in 2018-2021. Now, they contribute a mere 35%, a mere shadow of their former selves, suggesting there’s plenty of room for explosive recovery.

And what’s this? Bitcoin’s dominance is waning, just as the ancients foretold. Coinbase notes BTC’s market share has dropped from a mighty 65% in May to a mere 58% in August. At the same time, altcoin market cap has surged 50% to $1.4 trillion-imagine that! Retail excitement is palpable, with Google searches for “altcoins” reaching levels unseen since the spectacularly brief 2018 boom. The masses are awakening from their stupor, and the time to move is nigh!

Coinbase, ever the confident oracle, reminds us of another looming tidal wave: a record $7.2 trillion slumbering in U.S. money market funds, waiting-no, *itching*-for the Fed to loosen its grip, and when that happens, crypto’s horizon will be lit like the night sky over an erupting volcano.

“We think market conditions now point to a potential shift toward a full-scale altcoin season as we head into September,” said David Duong, Coinbase Institutional’s head of research. Ah, yes, and the gods themselves are ready to bless us.

Ethereum Stands Tall Amidst the Altcoin Storm

In this shifting landscape, Ethereum is not just a survivor-it’s a conqueror. Institutions have not abandoned it; no, they’ve doubled down, hoarding nearly 3 million ETH-over 2% of its total supply. The excitement around Ethereum doesn’t stop there-tokens tied to it, such as ARB, OP, ENA, and especially LDO, are dancing to a different beat, with LDO surging 58% this month. This is thanks, in part, to the SEC’s surprising decision that liquid staking might *not* be considered a securities offering. Institutional inflows, real-world asset tokenization, and the ever-growing political momentum from bills like GENIUS and CLARITY-these developments are the wind in Ethereum’s sails, giving it the strength to carry others along in its wake.

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2025-08-20 09:22