According to @cas_abbe, an X post contrasts claims that altcoins are in a bubble with a chart of the Alts/BTC ratio since 2021, highlighting the need to assess altcoin relative strength versus BTC before declaring an altseason. source: https://twitter.com/cas_abbe/status/1994105958302404817 Traders can replicate this analysis by charting TOTAL2 divided by BTC or monitoring BTC dominance BTC.D to quantify when altcoins outperform or underperform BTC. source: https://www.tradingview.com symbols: TOTAL2, BTC, BTC.D Set objective alerts on the TOTAL2/BTC ratio for breakouts and on BTC.D for breakdowns to time rotations between BTC and altcoins using data-driven triggers. source: https://www.tradingview.com alerts and ratio charts

According to @alice_und_bob, an X post on Oct 31, 2025 reiterates Satoshi Nakamoto’s definition of Bitcoin as a purely peer-to-peer electronic cash enabling direct online payments without financial institutions (source: twitter.com/alice_und_bob/status/1984098752035205562; source: bitcoin.org/bitcoin.pdf). The post contains no announcement of protocol changes, token releases, or market guidance, indicating no direct new catalyst from the author for near-term BTC price action at the time of posting (source: twitter.com/alice_und_bob/status/1984098752035205562). The quoted principle underscores Bitcoin’s settlement utility described in the whitepaper, which traders commonly contextualize with on-chain activity such as confirmed transactions per day and fee pressure to gauge usage and congestion (source: bitcoin.org/bitcoin.pdf; source: blockchain.com/charts/transactions; source: mempool.space). Market context can also be monitored via BTC dominance (BTC.D) on TradingView and BTC spot liquidity on major exchange dashboards to assess narrative-driven flow and relative strength versus altcoins (source: tradingview.com/symbols/CRYPTOCAP-BTC.D/; source: binance.com/en/markets). Practical watchlist from this post’s theme: BTC.D trend, on-chain transfer count, average transaction fees, and perpetual funding rates for positioning and risk management (source: tradingview.com/symbols/CRYPTOCAP-BTC.D/; source: blockchain.com/charts/transactions; source: mempool.space; source: binance.com/en/futures/funding-history).

According to the source, the total crypto market cap is around 3.66 trillion dollars after a pullback, with 4 trillion the next key level to reclaim; traders can confirm any breakout via a weekly close above 4T on the TOTAL market-cap index and expanding breadth such as a rising share of top-100 coins above their 50-day moving average (source: TradingView). Round-number levels often concentrate orders and liquidity, making false breakouts more likely without volume and breadth confirmation (source: Carol Osler, research on order clustering at round numbers, Federal Reserve Bank of New York). For leadership cues, watch BTC dominance (BTC.D) and ETH/BTC; a rising TOTAL alongside declining BTC.D and a firmer ETH/BTC has historically aligned with stronger altcoin performance (source: Coin Metrics research). Sustainability improves when stablecoin net issuance expands and derivatives positioning remains balanced, with funding rates and open interest rising without excessive leverage (source: Glassnode; Kaiko). Spot Bitcoin ETF net flows are a key macro driver for crypto liquidity; persistent net inflows have been associated with upward pressure on BTC and aggregate market cap (source: Bloomberg Intelligence).

According to the source, the total crypto market capitalization is reported to be down by $680B from its all-time high, indicating a broad risk-off phase that typically weighs more on altcoins than BTC; traders should verify this on TradingView CRYPTOCAP:TOTAL and CoinMarketCap Global Charts. source: TradingView (CRYPTOCAP:TOTAL), CoinMarketCap Global Charts Traders should confirm trend direction by checking CRYPTOCAP:TOTAL and CRYPTOCAP:TOTAL2 versus 50D and 200D moving averages; sustained closes below these MAs strengthen a risk-off bias and favor defensive positioning. source: TradingView (TOTAL, TOTAL2, MA overlays) Rotation cues matter: rising BTC dominance (BTC.D) during market-wide drawdowns historically aligns with altcoin underperformance and higher stablecoin share; monitor BTC.D momentum and market breadth. source: TradingView (BTC.D), CoinMarketCap Dominance Metrics Derivatives confirm or fade the move: track BTC and ETH perpetual funding and open interest; negative funding alongside falling OI suggests deleveraging, while negative funding with rising OI can signal crowded shorts. source: Coinglass (Funding, OI), Binance Futures Data Key price map: watch the prior TOTAL cycle ATH, weekly swing highs/lows, and liquidity zones; failure to reclaim the weekly pivot keeps bounces corrective until proven otherwise. source: TradingView (CRYPTOCAP:TOTAL weekly chart)

According to the source, Bitcoin’s market capitalization has flipped Amazon and is approaching silver’s aggregate value, prompting traders to reassess BTC’s position in the global asset rankings before placing directional bets. source: the source Verify the live figures on independent trackers: BTC market cap on CoinMarketCap, and Amazon and Silver market caps via CompaniesMarketCap Global Assets, to confirm the relative ranking in real time. source: CoinMarketCap; CompaniesMarketCap If confirmed, monitor BTC dominance (BTC.D) on TradingView to quantify whether leadership is consolidating in BTC versus altcoins, which can influence pair selection and position sizing. source: TradingView BTC.D Track BTC spot ETF net flows and perpetual funding rates to gauge momentum and risk appetite that often accompany market-cap inflection points, using Farside Investors for US Bitcoin ETF flows and Binance Futures for funding data. source: Farside Investors; Binance Futures

According to @AltcoinGordon, Google searches for Altcoins have surged sharply, suggesting a spike in retail interest. Source: @AltcoinGordon on X, Sep 30, 2025. Rising Google Trends interest is widely used as a retail-attention proxy and has been linked to higher short-term trading volumes and volatility in financial assets and crypto. Source: Da, Engelberg, Gao 2011, Journal of Finance; Kristoufek 2013, Scientific Reports; Google Trends. Traders can validate the signal by tracking Google Trends for altcoins alongside altcoin market cap ex BTC (TOTAL2) and BTC dominance (BTC.D) for rotation cues. Source: Google Trends; TradingView indices TOTAL2 and BTC.D. If retail flows expand, monitor perpetual funding rates and open interest across major exchanges to gauge crowded positioning and manage risk. Source: Binance Futures funding rate documentation; Bybit derivatives metrics.

According to @CrypNuevo, BTC dominance (BTC.D) and ETH/BTC have just completed a key inflection he calls the moment of truth, leading him to shift attention from BTC to altcoins where he sees liquidity rotating, source: @CrypNuevo on X, Aug 10, 2025. For trading, his signal points to prioritizing altcoins over BTC in the near term based on this rotation view, source: @CrypNuevo on X, Aug 10, 2025. He did not specify particular altcoins in this update, source: @CrypNuevo on X, Aug 10, 2025.