2026-01-10 06:31:42

A recent data analysis has sparked market discussions—The trading volume share of altcoins (non-BTC, ETH) has reached approximately 50%, surpassing the combined total of Bitcoin (27%) and Ethereum (23%) for the first time. What does this shift signify? Is the market experiencing rational rotation, or is it a疯狂豪赌 of high-risk capital?

**The Logic Behind the Trading Volume Structure**

This phenomenon reflects several key signals. First, capital is chasing higher volatility opportunities—so-called "High Beta strategies." When the market enters a specific cycle, investors tend to flow from blue-chip assets to smaller coins to seek potential excess returns. Second, the dominant positions of Bitcoin and Ethereum are being weakened. This could be short-term capital rotation or a fundamental change in market perception.

**Where Is the Capital Flow Going?**

Who is absorbing this incremental capital? The DeFi sector remains a focus, but Meme coins have recently been unusually hot, and Layer2 ecosystems are accelerating fundraising. Additionally, RWA (Real-World Asset Tokenization), though small in base, is growing rapidly. Coins like ZEC and POL, which have specific functional attributes, are seeing increased trading activity.

**Will History Repeat Itself?**

Looking back at previous cycles, similar shifts in volume structure have indeed occurred. But the current macro environment is different—expectations of interest rate cuts, political cycle changes, traditional financial institutions entering the market, and other factors are reshaping the market ecosystem. The balance of risk and opportunity depends on your judgment of these macro variables.

**Practical Questions**

If this trend continues, overall market volatility will further increase. How long can the overall rise of altcoins last? It's unclear in the short term. The pressure of survival of the fittest will intensify, and many projects will be淘汰出局. You need to ask yourself: should you adjust your holdings now to follow the trend, or stick to your original allocation? There is no standard answer—only choices based on different risk tolerance levels.

BTC0,7%

ETH0,41%

ZEC2,19%

POL-4,47%

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CommunityLurker

· 5h ago

50% flowing into altcoins? This time it's really not just rotation, it's just gamblers getting carried away Meme coins are outrageous, but the fact that Bitcoin and Ethereum are being eroded still has some significance Historical cycles are always like this, but the ones who really make money are the ones who buy the dip What are you holding on to? No one can win the trend Whether this round is an opportunity or a trap, you'll know who runs first

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LightningSentry

· 01-11 03:34

Is this another narrative for cutting leeks again? 50% flows into altcoins, isn't that just activating a gambler's mentality? I'm really convinced that Meme coins are outrageous, but who can guarantee it's not the whales bleeding us dry? Adjusting the configuration or just holding on stubbornly, it's easy to say, but when losing money, it's all the same. Just yesterday I bought the dip in ZEC, and today I see RWA is hot... Am I investing or just gambling with luck? The leading position being weakened? I only see retail investors being rotated and harvested, nothing else.

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MEVvictim

· 01-10 06:58

Is 50% of the volume flowing into altcoins? Why does it feel like this wave is just another game of rookies taking the bait --- I really can't understand the absurd popularity of meme coins. Is this just for quick money? --- Is history repeating itself? Hard to say, but the macro environment this time is much worse --- Wait, should I go all in on small coins or keep sleeping with BTC? --- The phrase about the leadership position being weakened is a bit painful. Has it really been replaced? --- It's another balance between risk and opportunity... I've heard this kind of rhetoric too many times --- Layer 2 ecosystem accelerating funding, it feels like the next hot spot is right here --- If you ask me, it's just funds betting on probabilities. The possibility of meme coins multiplying tenfold is too tempting --- Sticking to allocations or following the trend to adjust... there's really no answer, it all depends on luck --- RWA may have a small base but its growth rate can't be ignored. So it's gradually gaining strength

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PerennialLeek

· 01-10 06:49

It's that time again to harvest the profits, the data for meme coins is really outrageous.

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CryingOldWallet

· 01-10 06:37

50% flows into altcoins? Ha, that's the gambler's mentality, I'm also gambling That's just how the crypto world is. When blue chips get boring, people jump into the pits. Meme coins can be traded like this, it's truly incredible History always repeats itself, but this time it's different — the old cycle didn't have so many institutional players, now the bullish sentiment has completely reversed Basically, it depends on your risk tolerance. Should I follow or not this time? It all depends on your confidence Who knows in the short term? Anyway, my holdings are already a bit messy If this round continues to rise, a pile of projects will be eliminated. Just thinking about it is a bit scary

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MetaMisfit

· 01-10 06:33

50%? That's just a sign that the funds can't find a direction. Being versatile is a bit disappointing.

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