Bitcoin’s surge past $120K highlights institutional dominance, while altcoins underperform amid regulatory hurdles. A cautious, selective altcoin season may follow if market conditions align with stro...

<ul><li>Bitcoin tops $120,000 amid institutional inflows, macro tailwinds, and post-halving supply pressure, reinforcing its status as a global hedge asset.</li><li>Altcoins lag behind Bitcoin in 2025 due to institutional bias, regulatory uncertainty, and market preference for fundamentals over speculation.</li><li>A future altcoin season remains possible but may be muted and selective, driven by strong narratives like AI and Web3.</li></ul><img src="https://static.fwimg.io/img/feed/2d9eb19e916e1f2e8585498c81e9e29f.jpg" alt="">In 2025, Bitcoin surpassed $120,000, reaching a new all-time high and drawing intense attention from global investors. At the same time, the altcoin market has not followed Bitcoin’s bullish momentum as expected, showing a clear divergence in market behavior.<hr><h2>WHY HAS BITCOIN CONTINUED TO BREAK ABOVE $120,000?</h2>Bitcoin’s breakout above $120,000 in 2025 signifies its growing status as a global asset. This surge is the result of multiple converging factors.<img src="https://static.fwimg.io/img/feed/47310b436b2e3c568bdcea836fe12870.jpg" alt="">First, the macroeconomic environment has created fertile ground for crypto assets. Expectations of future interest rate cuts by the Federal Reserve have continued to grow, and global liquidity remains loose—pushing investors toward risk assets. Notably, the new U.S. administration has shown a more crypto-friendly stance. For example, regulatory easing under the Trump administration has significantly boosted market confidence. At the same time, institutional participation has become the core driver of this bull run. Unlike previous cycles dominated by retail investors, Bitcoin’s 2025 rally is largely fueled by institutional capital. Massive inflows into spot Bitcoin ETFs—such as BlackRock’s IBIT fund, which saw a single-day inflow of $448 million—have significantly increased demand. Furthermore, several publicly traded companies and sovereign wealth funds have begun allocating Bitcoin as part of their portfolios, further reinforcing its role as “digital gold.”Bitcoin’s built-in supply mechanics also support the price increase. The 2024 halving has once again reduced the rate of new issuance, and the imbalance between decreasing supply and rising demand has directly pushed prices higher. Historically, halving events are often followed by bull market cycles, and 2025 is continuing that trend. Additionally, rising market sentiment and short liquidations have added momentum to the rally.<img src="https://static.fwimg.io/img/feed/642cf92ae79e8873d4b716d5e893c704.jpg" alt="">As investor appetite for risk assets increases, short positions have been forced to close out, helping Bitcoin surge past $117,000 and beyond. Moreover, the maturation of blockchain infrastructure, the widespread use of stablecoins, and integration into global payment frameworks all contribute to Bitcoin’s long-term value proposition. Institutional recognition of the “on-chain economy” has further reinforced Bitcoin’s fundamentals, making it an indispensable part of global asset allocation in 2025.<hr><h2>REASONS BEHIND THE BITCOIN–ALTCOIN MARKET DIVERGENCE</h2>Despite Bitcoin’s continued rise, the altcoin market has failed to keep pace, revealing a clear bifurcation in market behavior. This divergence reflects a structural shift in the crypto ecosystem.<img src="https://static.fwimg.io/img/feed/67e35bb0b70c5ae4eb182b0cd3660e65.jpg" alt="">To begin with, the capital composition of this bull market has changed significantly. In past cycles, retail-driven enthusiasm typically led to broad-based gains across altcoins. In contrast, the 2025 bull market has been largely led by institutional investors. Institutions prefer allocating funds to perceived lower-risk “blue-chip” assets like Bitcoin due to its superior liquidity and market recognition. Altcoins, on the other hand, are seen as more volatile and uncertain, making them less attractive to institutional capital.Bitcoin’s market dominance has also continued to rise in 2025, with a market share exceeding 60%. This indicates that capital has not yet meaningfully rotated into altcoins, suggesting that the broader altcoin market remains in an accumulation phase. That said, not all altcoins are underperforming. High-quality sectors—such as Layer 2 solutions, decentralized finance (DeFi), and blockchain projects integrating artificial intelligence—have attracted selective inflows and outperformed the broader market. In contrast, “meme coins” and low-quality tokens lacking strong fundamentals continue to underperform, highlighting a growing market preference for solid narratives and credible teams.The regulatory environment has also played a limiting role. While Bitcoin has gained regulatory clarity in the U.S. through instruments like ETFs, altcoins have yet to enjoy similar policy benefits. Restricted liquidity continues to suppress upward momentum. This divergence suggests that in 2025, the altcoin market is no longer driven by indiscriminate speculation but rather by fundamentals and differentiated competition.<hr><h2>WILL WE SEE AN “ALTCOIN SEASON” IN 2025?</h2>Historically, capital tends to rotate from Bitcoin to altcoins after BTC enters a consolidation phase at high levels, giving rise to what’s known as “Altcoin Season.” Will this pattern repeat in 2025? The answer requires a multi-dimensional analysis.From a supportive perspective, history shows that capital flows are cyclical. When Bitcoin stabilizes near peak levels, investors often seek higher returns through riskier assets—making altcoins an attractive option due to their high volatility and potential upside. In 2025, investor sentiment remains heavily influenced by greed and fear, making selective altcoins candidates for strong rallies. Additionally, emerging narratives in technology sectors such as AI, Web3, and DeFi are gaining traction and could channel capital into relevant projects. Some analysts predict that the first quarter of 2025 could mark the beginning of altcoin season, as capital rotation follows Bitcoin accumulation.However, several factors may suppress a full-fledged altcoin season in 2025. This cycle is led by institutions, who tend to concentrate their investments in Bitcoin, reducing the momentum for broad-based altcoin rallies. Moreover, ongoing regulatory uncertainty could continue to limit altcoin liquidity. Compared to past cycles, the 2025 bull market may be more prolonged due to macro and policy shifts, which could delay the onset of altcoin season. That said, the long-term potential of quality altcoins with strong technical foundations and community support should not be overlooked. If the market enters a rotation phase combined with compelling narratives, an altcoin season is still possible in 2025—though it may be less intense and shorter-lived than in past cycles.<hr><h2>INVESTMENT STRATEGIES FOR A HIGH-VOLATILITY ALTCOIN MARKET</h2>If an altcoin season does arrive, the market’s volatility will demand stronger discipline and risk management from investors. Here are some practical take-profit and stop-loss strategies, as well as tips to reduce emotional decision-making and improve trading success:First, setting clear stop-loss and take-profit rules is central to managing risk. Before entering any altcoin position, investors should define profit targets and loss thresholds based on their individual risk tolerance. For example, one can use fixed-percentage stop-loss rules—setting a stop at 5% to 10% below the entry price—to prevent large losses from sudden market swings. For taking profit, a tiered approach works well: sell a portion of your position once a target gain (e.g., 50% or 100%) is reached, locking in profits while keeping some exposure to potential upside. Trailing stop-loss orders are another useful tool, allowing investors to adjust their stop levels as prices move up, helping to protect profits while staying in the game.Second, minimizing emotional decision-making requires a rules-based investment process. Investors should establish a clear plan before trading—including entry points, stop levels, and position sizing—and follow it strictly. One helpful method is fixed position sizing: limit each trade to 1%-2% of total capital to reduce risk exposure. Maintaining a trading journal to review decisions and outcomes also helps identify emotional patterns and improve discipline. Technical tools like the Relative Strength Index (RSI) or Bollinger Bands can guide investors during overbought or oversold conditions, helping avoid impulsive buy/sell decisions.Lastly, staying informed and engaged with the community can significantly enhance investment outcomes. Since information asymmetry is high in the altcoin market, investors should research whitepapers, team backgrounds, and community engagement to avoid blindly following hype. Participate in social platforms like X (formerly Twitter) to monitor trends and market sentiment. Setting defined timeframes to check the market each day can also help prevent overtrading and emotional decision fatigue. For example, limit market checks to specific times to reduce unnecessary short-term reactions.〈<a href="https://www.coinrank.io/crypto/will-altcoin-season-return-as-bitcoin-surges-to-new-highs/" rel="nofollow">Will Altcoin Season Return as Bitcoin Surges to New Highs?</a>〉這篇文章最早發佈於《<a href="https://www.coinrank.io/" rel="nofollow">CoinRank</a>》。

Will Altcoin Season Return as Bitcoin Surges to New Highs?

비트코인의 12만 달러 돌파는 기관 투자자들의 지배력을 부각시키며, 규제상의 장애물 속에서 대체 코인들은 저조한 성과를 보이고 있습니다. 시장 상황이 강력한 기조와 일치한다면 신중하고 선별적인 대체 코인 시즌이 뒤따를 수 있습니다.

<ul><li>비트코인(Bitcoin)이 기관 자금 유입, 거시경제적 추세, 반감기 이후 공급 압박 속에서 1,200억 달러를 돌파하며 글로벌 헤지 자산으로서의 지위를 강화했습니다.</li><li>알트코인은 2025년 기관의 편향, 규제 불확실성, 투기보다 기본에 대한 시장 선호로 인해 비트코인(Bitcoin) 뒤처져 있습니다.</li><li>향후 알트코인 시즌은 여전히 가능하지만, AI와 웹3와 같은 강력한 내러티브에 의해 제한적이고 선별적일 수 있습니다.</li></ul><img src="https://static.fwimg.io/img/feed/2d9eb19e916e1f2e8585498c81e9e29f.jpg" alt="">2025년, 비트코인(Bitcoin)은 1,200억 달러를 돌파하며 신고가를 경신하고 전 세계 투자자들의 집중적인 관심을 끌었습니다. 동시에 알트코인 시장은 예상과 달리 비트코인(Bitcoin)의 강세 모멘텀을 따라가지 못하며 명확한 시장 행동의 차이를 보였습니다.

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비트코인이 새로운 최고치를 경신하면서 알트코인 시즌이 돌아올까?

ME 뉴스에 따르면, 12월 26일(UTC+8)에 여러 상장 기업들이 비트코인 ​​축적 및 융자 프레임, Web3 블록체인 생태계 투자, 기존 자산 포지션 현황 업데이트 등 암호화 자산 관련 자본 시장 운영 및 전략적 계획에 대한 새로운 소식을 발표했습니다.
자본 시장 융자 및 비트코인 ​​축적 목표
Matador Technologies Inc.(OTCQB: MATAF)는 온타리오 증권위원회로부터 8천만 캐나다 달러 규모의 자금 조달 승인을 받았다고 발표했습니다.

상장 기업들은 비트코인 ​​축적과 웹3 투자 등을 동시에 진행하며 자본 시장을 활용해 암호화폐 전략을 발전시키고 있습니다.

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12월 18일, 코인베이스는 자사의 Base 앱 베타 테스트 단계를 공식적으로 종료하고 전 세계 140개 이상의 국가 및 지역에서 정식 서비스를 시작한다고 발표했습니다. 이는 코인베이스가 온체인 생태계의 관문을 구축하고 웹3의 민주화를 실현하려는 비전을 달성하는 데 있어 중요한 발걸음입니다.
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암호화폐 시장은 오늘(12월 26일) 데리빗(Deribit) 에서 270억 달러가 넘는 비트코인 ​​및 이더리움 옵션 만기가 도래하면서 역사적인 연말 이벤트를 앞두고 있습니다. 이는 파생 상품 의 절반 이상을 차지합니다.