2026-01-21 10:20:34

In this round of the market, most altcoins did not surge along with Bitcoin to new highs as they did before. As a result, many people, due to heavy holdings in altcoins, ended up losing heavily in this bull market.

What is the fundamental reason? To put it simply, many people simply do not see through the true development trajectory of the crypto space. The driving force behind this bull market is actually the massive influx of Wall Street capital. They don’t engage in high-risk games; they focus on projects with large market caps and relatively controllable risks. Besides Bitcoin, major market cap coins like Ethereum, SOL, BNB, and XRP all hit record highs. The capital comes from Wall Street institutions, whose logic is straightforward: large market cap, low risk. This is the core of this year's bull market.

What about the next round? Who will take over?

On the Bitcoin side, it’s about sovereign national funds deploying and the demand for value storage. The opportunities for Ethereum and SOL lie in the expansion of stablecoin ecosystems and the growth of RWA (Real-World Asset on-chain)—the keywords here are transparency and smart networks. The prospects for BNB mainly depend on whether the ecosystem of a leading exchange can continue to evolve.

Conversely, most DEXs and meme coin launch platforms will gradually be phased out. Investors are now naturally averse to high risks, lack confidence in DEX hacks, and are accustomed to meme coins going to zero. As regulatory frameworks improve, these two sectors will face continued suppression.

The real ignition points should be on on-chain stock and prediction markets. There’s also the AI sector, which, regardless of bull or bear cycles, will continue to permeate the entire crypto space.

The privacy coin track will gain more market share due to increasingly strict regulations—becoming tools for various capital flows.

BTC0,98%

ETH2,24%

SOL3,59%

BNB-0,67%

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screenshot_gains

· 40m ago

That's why I almost went bankrupt after all-in on altcoins at the beginning of the year haha This is how Wall Street operates—big institutions just follow market capitalization, while retail investors are still betting on memes The next round really depends on whether RWA and on-chain stocks can take off; otherwise, we'll have to wait for AI to explode again By the way, will privacy coins really make a comeback? With such strict regulations

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ChainMaskedRider

· 9h ago

Wall Street's entry has indeed changed the game; the era of altcoins is truly over. Understanding this wave of logic is the key to making money; institutions prefer large-scale, low-risk investments. Meme coins going to zero is no longer news; it was obvious all along. Privacy coins are actually interesting; stricter regulation seems to make them more attractive? RWA (Real World Assets) is probably the next big trend; on-chain transparency needs to develop gradually. After so many DEX hacks, who still dares to touch them? AI's infiltration into the crypto space is truly unstoppable; it can survive any cycle. National-level funds are investing in Bitcoin; this signal is unusual. On-chain stocks and prediction markets feel like they haven't been fully explored yet. The opportunities for SOL and ETH are indeed much clearer than those for many altcoins.

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not_your_keys

· 9h ago

Wall Street entering the market is just institutions stacking up. Altcoins really have no future. Institutions are bottom-fishing Bitcoin, while we're still chasing memes. Who can understand this gap? The next cycle depends on on-chain stocks and AI. Privacy coins are quietly eating up the market. Big players have already changed their approach; we're still losing money and contemplating. RWA (Real-World Assets) are the real bull market when they take off. It's still early now. I really dare not touch DEXs anymore; too many projects have been hacked.

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YieldWhisperer

· 9h ago

Wall Street's recent entry indeed changed the game; retail investors are still dreaming. --- To be honest, the previous logic of "getting rich quick by following small coins" should have died long ago. --- The DEX and meme sectors really need to wake up; the era of risk gambling is over. --- RWA and on-chain stocks are the main courses moving forward; this time, it's quite clear. --- Privacy coins have ultimately become black holes, which is interesting. --- Large institutions entering the market have changed everything; retail investors are still playing old tricks, no wonder they're losing. --- The next round depends on how much AI and RWA can stir up the market. --- This wave of market activity is a big money filter; small coins are being directly crushed. --- Privacy coins are gaining popularity due to regulation; this plot twist is truly exciting. --- The story of Bitcoin is far from over; the national-level fund card is still being played.

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TooScaredToSell

· 9h ago

Oh no, another wave of retail investors getting wrecked. I’ve been saying not to all-in on altcoins. This is the logic behind Wall Street’s entry—stability above all. Retail investors are still in a daze. Privacy coins are interesting; the stricter the regulation, the more popular they seem to become? The next real opportunity still depends on the expansion of the RWA ecosystem. DEX platforms are indeed too risky now, with one hacking incident after another. Feels like the AI sector still has the most potential; it’s thriving regardless of the cycle. Whether the BNB ecosystem can continue to expand is the key, right? Retail investors like us should just stick to holding Bitcoin and Ethereum, no need to mess around. The prediction market hasn’t exploded yet; just waiting to see. I’ve become numb watching Mountain coins go to zero one after another. It’s true that national-level funds are investing in Bitcoin. SOL really made a killing this round; I wish I had allocated more. Privacy coins are about to be hot; I need to think about this logic. Once the regulatory framework improves, meme coins will be completely finished. On-chain stocks might be the next big trend; it doesn’t seem like many people are paying attention.

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BearMarketSurvivor

· 9h ago

This wave indeed confirms an old rule — where the supply line is, the battlefield is. Institutions come in and take big profits, while retail investors are still dreaming of tenfold gains in altcoins, only to end up getting harvested.

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