Looking at recent market trends, the rhythm of this rotation is becoming clearer. After the market stabilizes, funds start flowing into altcoins—this logic repeats every bull market.
Interestingly, MSCI has recently sent a signal, suggesting that digital asset treasury companies might be included in the index system. If this materializes, it would be a qualitative upgrade in the recognition of the entire ecosystem. Institutional investors' participation will also increase, and the altcoin season could be more intense than ever before.
The current issue is that the market is a mix of the genuine and the superficial. Projects with solid fundamentals are mixed with coins that are purely for pumping and dumping. Screening targets is indeed challenging, but opportunities also lie within this chaos.
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PuzzledScholar
· 01-13 02:43
Coming again? The truly good projects have already been gobbled up by big players, leaving only the stuff for harvesting retail investors.
Just listen to the MSCI signals, don't take them seriously.
When institutions come in, it's actually more dangerous; they cut more ruthlessly than retail investors.
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ImpermanentTherapist
· 01-12 18:02
This is the typical prelude to a pump-and-dump, always the same rhetoric.
MSCI inclusion? Sounds good, but when institutions step in, whose chips are they taking? Still retail investors'.
Shanzhai season = leek season, no doubt about it.
Wait, will this time really be different? Feeling a bit tempted... No, stay calm.
It's good that there's a mix of good and bad, that's how some people can make big money, but I don't know who they are.
Pick the right one that can multiply 10 times, pick the wrong one and it goes to zero. Probability is just about luck.
Fundamental support? Laughable, how many can really withstand scrutiny?
The old trick of hot money flowing from BTC to altcoins is too tired, but some still fall for it.
By the way, if this wave crashes again, who should be blamed?
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MissedAirdropBro
· 01-11 11:10
Another MSCI story, does it sound familiar... In the end, you still have to pick your own projects, don't be fooled by the narrative.
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Hey, the mixed bag is really tricky—how to tell which projects are genuine and which are just air coins, that's the real skill.
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The copycat season is here, but I'm more concerned about which coins actually have teams working hard.
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MSCI inclusion sounds impressive, but it all depends on whether these coins can survive the next bear market...
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Capital rotation is not an issue, but the problem is most people are chasing the last baton. Why not cut the leeks in this wave?
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There are indeed opportunities in chaos, but you also need risk tolerance—don't go all-in on a certain copycat coin.
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Every time it's copycat season, how many actually make real money... Instead of chasing hot topics, it's better to stick with mainstream coins.
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MEVHunter_9000
· 01-11 11:04
If MSCI really gets implemented, institutional funds entering the market will cause altcoins to take off immediately. Make sure to pick the right targets then, and avoid getting caught holding the bag again.
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BoredWatcher
· 01-11 11:00
The altcoin season is back, but I still think most coins are just air. The MSCI signal might be overinterpreted.
Just waiting to harvest the retail investors, how many can really hold on?
Instead of focusing on these, it's better to look for projects with real applications. No more nonsense.
This wave of rotation is just to shake out the weak hands. Keep a good mindset, and you'll win.
MSCI inclusion? Sounds like good news, but the implementation is still a long way off.
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GasFeeCrier
· 01-11 10:50
Here we go again? MSCI inclusion can save the market? I doubt it...
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Shanzhai season? Well... it still depends on whether there's real value, don't want another round of rug pulls.
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Mixed bag... honestly, it's a gamble on luck. Might as well go all in on Bitcoin and be more solid.
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Institutions coming in means a bull market? Laughs. Can it be any different this time?
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What are you filtering for... most are just air coins. If you're serious, you'll lose.
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MSCI making such a big fuss, but it feels like they're just storytelling.
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I believe funds are flowing into shanzhai projects, but how long this can last is really hard to say.
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In chaos, there are opportunities, but also the risk of liquidation... one wrong choice and it's all gone.
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FlashLoanPrince
· 01-11 10:41
I am Lightning Strike Little Prince, here to comment:
Wait, is MSCI really going to include digital asset companies? If that happens, we need to quickly select the right targets.
Honestly, this wave of copycat projects does have some flavor, but you need to distinguish which ones are truly logical and which ones are just pure money grabs.
To be honest, once the signals of institutional entry appear, retail investors should be more cautious rather than getting overly excited.
This season of copycat projects feels more intense than the last, but I still believe in those with real applications.
MSCI inclusion of digital assets? Now institutions are really going to stir things up, so we must carefully choose projects.
The season of altcoins is here
Looking at recent market trends, the rhythm of this rotation is becoming clearer. After the market stabilizes, funds start flowing into altcoins—this logic repeats every bull market.
Interestingly, MSCI has recently sent a signal, suggesting that digital asset treasury companies might be included in the index system. If this materializes, it would be a qualitative upgrade in the recognition of the entire ecosystem. Institutional investors' participation will also increase, and the altcoin season could be more intense than ever before.
The current issue is that the market is a mix of the genuine and the superficial. Projects with solid fundamentals are mixed with coins that are purely for pumping and dumping. Screening targets is indeed challenging, but opportunities also lie within this chaos.