I agree. Crypto still feels early, especially at the infrastructure level.
Major chains face scaling, cost, and UX limits, which naturally opens space for alternatives.
Alt seasons aren’t just speculation cycles they’re discovery phases where new models, apps, and revenue sources emerge.
The strongest alts will justify their value through real utility, not narratives.
@Justin_Bons

Crypto is still one of the greatest investment opportunities of a lifetime
As the top chains do not scale & have other fatal flaws!
That is why "alt season" is inivitable. The success of crypto depends on it
The utility & revenue that generates will blow all out of the water!

Justin Bons

Twitter

Author: Yuanshan Insights
Data Source: Farside Investors, SoSoValue, Fed H.4.1 Report, CryptoQuant

On the first trading day of 2026, BTC ETF saw a net inflow of $471 million.

What does this figure mean?

In November and December, the combined net outflow of spot BTC ETFs was approximately $4.57 billion; with a net outflow of approximately $1.09 billion in December alone.

Many people frantically sold at a loss above 93K, and institutions bought back about one-tenth of that amount on January 2nd alone.

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After a long period of weakness, the meme coin has finally seen an encouraging rebound.
Since mid-September last year, the total market capitalization of Meme Coin gradually declined from approximately $80 billion to a low of only $35 billion, with virtually no significant rebound along the way. However, in the first week of 2026, the total market capitalization of Meme Coin finally rebounded, returning to nearly $50 billion.
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