📈 [易理华：crypto world轮涨定律启动，优质alt season将至 | encryption航海家飞鱼解读]

The founder of Liquid Capital (formerly LD Capital), Yi Lihua, recently expressed his views, clearly stating that the cyclical rise law of the cryptocurrency market has been activated. He believes that after Ethereum (ETH) leads the rise, funds have begun to flow into mainstream mid-cap coins such as SOL and BNB, which will ultimately trigger a quality "alt season."
💡 Core Perspectives and Rotation Order
The "rotation rise law" mentioned by Yi Lihua is a classic pattern in the cryptocurrency market, where capital rotation usually follows the order below:
Bitcoin (BTC) and Ethereum (ETH) are the first to peak: The market often rises first with core assets like BTC and ETH.
Mainstream mid-cap coins relay: Subsequently, funds will overflow to mainstream mid-cap coins such as XRP, LTC, UNI.
Various strong altcoins are surging: In the end, funds will spread to more fundamentally solid and innovative altcoins.
🚀 This round of market trends and outlook
Yili Hua is full of confidence in this rotation and envisions that many projects with a market value of tens of billions of dollars will emerge in this round of bull market, and its grandeur may even be crazier than before. He especially encourages entrepreneurs who have vision and innovation to seize this historic opportunity of "60 billion people moving to financial on-chain."
📊 Current Market Background
Ethereum performs strongly: The price of ETH once broke through $4900, setting a new historical high. Its strong performance is attributed to a significant inflow of institutional funds through ETFs (such as purchases by giants like BlackRock) and multiple favorable factors like technological upgrades.
Signs of the "alt season": As Bitcoin's market capitalization share (BTC Dominance) has retreated from its highs, and funds begin to flow into other encryption currencies, the market has shown initial signs of an "alt season". However, today's "alt season" may differ from the past, exhibiting characteristics of "selective rotation", with funds more inclined to flow into sectors and projects with strong narratives and institutional endorsement, rather than a comprehensive rise.
🔍 Investment perspective reference
Focus on quality projects: In the possible upcoming "alt season", those with technological innovations (such as AI, Layer2), strong ecosystems, and institutional recognition are more likely to stand out.
Understanding Market Changes: The current market is more obviously driven by macro sentiment, institutional funds, and specific narratives, which is different from the past market that was purely driven by retail FOMO sentiment.
Beware of volatility risks: Although altcoins have the potential for considerable returns, their price volatility is much higher than that of mainstream coins. Investors need to fully understand the project's fundamentals and implement proper risk control.
💎 ​Summary​
Yili Hua's judgment provides a perspective for observing the rotation of funds in the market. The current market structure is being reshaped, and the "quality alt season" is more likely to be a major test of project fundamentals and innovative narratives, rather than a simple frenzy of funds.
For investors, while paying attention to market rotation opportunities, in-depth research on project value, grasping the core narrative context, and managing risks may better cope with the potential market trends that may arise.
#山寨季 cycle rise law #易理华 cryptocurrency #blockchain investment
(For reference only, not constituting any investment advice.)