According to @CryptoMichNL, the current market setup mirrors Q3/Q4 2019 and points to an imminent downside break in BTC dominance. Source: @CryptoMichNL on X, Dec 4, 2025. He states that ETH has held a strong level and is attracting increased buyer interest, indicating potential ETH outperformance if BTC dominance declines. Source: @CryptoMichNL. The thesis suggests traders monitor BTC dominance for a breakdown and watch the ETH/BTC pair for relative strength to capture rotation risk. Source: @CryptoMichNL.

According to @CryptoMichNL, Bitcoin (BTC) could test 100,000 dollars after a strong monthly start, source: https://twitter.com/CryptoMichNL/status/1996335395785584913. He expects ETH to outperform BTC, implying a rotation into altcoins, source: https://twitter.com/CryptoMichNL/status/1996335395785584913. He also states the four-year cycle narrative may be fading as a driver this month, source: https://twitter.com/CryptoMichNL/status/1996335395785584913.

According to @BullTheoryio, the U.S. ISM Manufacturing PMI for November printed 48.2, signaling continued contraction per the Institute for Supply Management’s November 2025 Manufacturing ISM Report On Business and ISM’s methodology that classifies readings below 50 as contraction. The last two major altcoin runs coincided with ISM readings above 55 in 2017 and 2021, as evidenced by ISM historical PMI data and the surge in crypto market cap ex-BTC on TradingView’s TOTAL2 series during those periods. With PMI still sub-50, a prudent approach is to prioritize liquidity in majors like BTC and ETH and wait for a sustained PMI move back above 50 and toward 55 as allocation triggers, using ISM’s monthly releases and market breadth confirmation on TradingView. This framing keeps risk aligned with macro momentum, anchored to ISM data and cross-checked against historical crypto cycle behavior on TradingView.

According to @cas_abbe on X on Nov 30, 2025, the current crypto cycle features no AltSeason for over three years, the worst Q4 since the 2018 bear market, altcoins peaking before BTC, and BTC rising while diverging from liquidity; based on these observations, he argues crypto is shifting to a macro-asset regime with 5–10 year uptrends and 1–2 year bear phases, implying traders should de-emphasize four-year halving playbooks and “sell in May” seasonality in favor of longer-duration trend structures per his view (source: X/@cas_abbe, Nov 30, 2025).

According to @ag_dwf, the overall crypto market could rally sharply while leadership narrows, with fewer coins delivering sustainable outperformance, indicating a quality-over-quantity regime for traders, source: @ag_dwf on X, Nov 30, 2025. This view implies positioning for narrow market breadth by concentrating exposure in high-liquidity, higher-conviction assets and reducing long-tail altcoin risk during strength, source: @ag_dwf on X, Nov 30, 2025. Execution should prioritize selective entries and disciplined risk controls rather than chasing illiquid pumps, aligning with the expectation that most coins will lag as the cycle matures, source: @ag_dwf on X, Nov 30, 2025.

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 @CryptoMichNL, the current phase signifies the end of the bear market for altcoins rather than the end of the broader bull market, based on a business-cycle framework where altcoin lows form during the least favorable macro periods, with prior cycle lows cited in Q2 2012, Q1–Q2 2016, and Q1 2020, source: @CryptoMichNL. According to @CryptoMichNL, spot Bitcoin ETF flows have altered market structure by creating a higher BTC floor above the previous all-time high—often around $100k—suggesting Bitcoin’s main upside leg is still ahead and that the next bull market could be larger and longer than the historical four-year cycle, source: @CryptoMichNL.

According to Michaël van de Poppe, Bitcoin dominance (BTC.D) is rejecting the 20-Week Moving Average and turning lower following BTC’s recent correction, a setup he highlights as a potential inflection point. Source: Michaël van de Poppe on X, Nov 18, 2025. He notes that similar dominance rollovers in 2016–2017 and 2019–2020 into 2021 coincided with Bitcoin bottoming and consolidating while altcoins outperformed BTC. Source: Michaël van de Poppe on X, Nov 18, 2025. Based on this historical pattern, he asserts the current structure favors an altcoin rotation rather than a broader bear market. Source: Michaël van de Poppe on X, Nov 18, 2025.

According to @CryptoMichNL, altcoins are showing more strength than Bitcoin (BTC), which he highlights as the first sign that the market is nearing a key inflection, source: @CryptoMichNL on X, Nov 18, 2025. He did not provide specific assets, levels, or timeframes in the post, source: @CryptoMichNL on X, Nov 18, 2025.

According to @ReetikaTrades, the current run has challenged several popular crypto trading heuristics including altseason rotation, the ETH catch-up trade, Sell in May, Uptober, bullish Q4 and Q1 seasonality, alts outperforming during BTC consolidation, and ATH breakout buying being the easiest trade (source: @ReetikaTrades on X, Nov 17, 2025). The author adds that the remaining key narrative to be tested is the 4-year cycle (source: @ReetikaTrades on X, Nov 17, 2025). For traders, this flags reduced reliability of these seasonality and narrative-driven setups in BTC, ETH, and altcoins during the current cycle (source: @ReetikaTrades on X, Nov 17, 2025).

According to @CryptoMichNL, a government shutdown triggered a market-wide crash in BTC and altcoins, as stated in his X post on Nov 16, 2025, and he examines whether this could lead to an altseason in an accompanying YouTube analysis cited in the post (source: @CryptoMichNL on X, Nov 16, 2025; YouTube video linked in the post). The post explicitly frames the sell-off as the context for discussing a potential rotation into altcoins, directing traders to his video for detailed analysis and signals (source: @CryptoMichNL on X, Nov 16, 2025; YouTube video linked in the post).

According to @Gajpower, the X post on Nov 13, 2025 stated "ETH takes all," indicating a strongly bullish stance toward Ethereum (ETH) dominance (source: @Gajpower on X, Nov 13, 2025). The post provided no price targets, catalysts, or supporting data, classifying it as a sentiment-only signal rather than a data-backed thesis (source: @Gajpower on X, Nov 13, 2025). Traders can treat this as a sentiment datapoint and look for confirmation from ETH/BTC relative strength or derivatives positioning, which were not cited in the post (source: @Gajpower on X, Nov 13, 2025).

According to Miles Deutscher, he has shared a Bitcoin dominance (BTC.D) analysis outlining what needs to happen for altcoins to pump, directing traders’ attention to dominance-driven rotation dynamics. Source: Miles Deutscher on X, Nov 9, 2025. Bitcoin dominance measures BTC’s share of total crypto market value, so a sustained decline in BTC.D mathematically signals capital rotating into non-BTC assets, a key precondition for broad altcoin outperformance. Source: CoinMarketCap Glossary on Bitcoin Dominance. Traders commonly track BTC.D on TradingView and look for lower highs or breakdowns to confirm rotation, as falling dominance historically aligns with stronger altcoin breadth. Source: TradingView BTC.D index. A practical confirmation is BTC.D trending down while the total crypto market cap ex-BTC (TOTAL2) trends up, indicating net inflows to altcoins rather than isolated spikes. Source: TradingView TOTAL2 and BTC.D. When BTC price action stabilizes while BTC.D falls, altcoins typically see relative strength; conversely, rising BTC.D often suppresses altcoin performance as BTC absorbs a larger share of flows. Source: CoinMarketCap dominance methodology and TradingView historical behavior of BTC.D.

According to @CryptoMichNL, altcoins are poised for massive moves, signaling a bullish rotation sentiment that traders may track for momentum entries and liquidity shifts in the crypto market. Source: X post dated Nov 9, 2025. The post provides no specific tokens, price levels, timeframe, or catalysts, indicating a high-level sentiment view rather than a quantified trade plan. Source: X post dated Nov 9, 2025.

According to @cryptorover, interest in altseason has completely collapsed, indicating a sharp downturn in altcoin market sentiment (source: https://twitter.com/cryptorover/status/1987581703649681699). The post offers no quantitative metrics or timeframe, so this should be treated as a qualitative sentiment observation rather than a standalone trading signal (source: https://twitter.com/cryptorover/status/1987581703649681699).

According to @CryptoMichNL, the Altcoins/BTC chart’s MACD is curling upward with a strong bullish divergence and he expects the first green histogram bar in four years, suggesting the broader crypto bull market is still early (source: @CryptoMichNL on X, Nov 9, 2025). For traders, a MACD bullish divergence and a histogram turning positive are widely interpreted as momentum-shift signals that can precede relative outperformance of altcoins versus BTC (source: Investopedia, MACD). Given this setup, traders may watch for confirmation via sustained histogram expansion and a MACD line cross above the signal line on the Altcoins/BTC ratio to time entries and manage risk (source: Investopedia, MACD).

According to @CryptoMichNL, the market setup resembles Q4 2019–Q1 2020, noting that altcoins lagged before rotating then, and that BTC dominance has made its first pullback with a second decline expected this quarter, implying a possible altcoin outperformance if confirmed (source: @CryptoMichNL on X, Nov 9, 2025). For trading, this view suggests monitoring BTC.D for a second leg lower and tracking alt/BTC pairs for strength and liquidity rotation around that signal (source: @CryptoMichNL on X, Nov 9, 2025).

According to @cas_abbe, most market participants plan to sell altcoins at breakeven rather than hold for an altseason, signaling potential overhead supply on rallies (source: @cas_abbe on X, Nov 9, 2025). This suggests likely sell pressure near prior cost-basis clusters and local breakout retests across alt pairs versus BTC and USD, which can cap upside momentum short term (source: @cas_abbe on X, Nov 9, 2025). Traders may favor fading first tests into breakeven supply, waiting for confirmation via higher highs, improving breadth, and rising volume before sizing into altcoin momentum setups (source: @cas_abbe on X, Nov 9, 2025).

According to @Pentosh1, Crypto Twitter is a small slice of the overall market and its extreme narratives—from calls for zero to daily altseason—are low-signal, so traders should ignore the noise and focus on executable setups regardless of market direction; source: @Pentosh1 on X, Nov 8, 2025. According to @Pentosh1, tops and bottoms matter far less than consistently finding good trades because opportunities emerge daily in both bull and bear phases; source: @Pentosh1 on X, Nov 8, 2025. According to @Pentosh1, even if crypto has underperformed broader markets this year, there were still many profitable trades, so prioritizing trade selection and execution over macro labels is the higher-odds approach; source: @Pentosh1 on X, Nov 8, 2025.

According to @AltcoinGordon, Bitcoin dominance was rejected at a weekly trendline resistance, which they interpret as an Altseason rotation signal. source: @AltcoinGordon on X, Nov 8, 2025 A decline in Bitcoin dominance increases altcoins’ combined market share by definition, since BTC dominance equals Bitcoin market cap divided by total crypto market cap. source: CoinMarketCap BTC dominance definition Historically, falling BTC.D has aligned with rising Total Market Cap Ex-BTC (TOTAL2), a setup traders watch to confirm altcoin strength after dominance rejections. source: TradingView BTC.D and TOTAL2 historical charts