2026-01-21 10:24:10

The current cryptocurrency investment market seems to be thriving, with new tokens emerging every year, more and more listed companies involved in digital assets, and traditional assets gradually being on-chain. Interestingly, the market is becoming increasingly selective in its choices.

The change in dominance is evident. Bitcoin's market share has rebounded to around 65%, a high since early 2021. Meanwhile, stablecoins and on-chain derivatives (including wrapped tokens, staked tokens, cross-chain bridge tokens, etc.) are growing rapidly, continuously eroding the market share of other coins.

The most direct manifestation is in the altcoin sector. The entire sector is shrinking, but the leading effect is becoming more pronounced. The top ten altcoins now account for 82% of the sector's market cap, up from only 70% five years ago. What does this indicate? It shows that the fortunes of small and medium-sized coins are indeed tightening.

Since 2023, this trend has become even more apparent. Large-cap coins have significantly outperformed mid-cap and small-cap coins. Every market correction sees funds flowing into the same assets—those with good liquidity and proven resilience. Investors are voting with their feet, and the result is clear: in a market with increasing options, capital is becoming more concentrated.

BTC0,68%

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BagHolderTillRetire

· 8h ago

The crypto world still can't escape the 80/20 rule; after all this, we're just working for the big players. It's been obvious for a long time, that aside from gambling, there's no other way for small coins. BTC bloodsucker machine, my shitcoin is running out of breath. This is the real cruelty: the more options there are, the less choice you have. Head siphoning, mid and small coins are cooling off; those who should have sold early already did. Capital focus equals wealth focus; we're still in a daze as retail investors. Good liquidity ≈ only these are worth touching; other bagholders are all losers. As expected, you still have to go all-in on mainstream coins; playing with small coins is just asking for death. The cost of market pickiness is most people getting out; it's brutal but very realistic. Top ten accounts for 82%? Small coins are in slow death.

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ChainComedian

· 8h ago

65% of BTC dominance—that's the reality. Still trying to buy the dip on those worthless coins? Wake up, everyone.

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WhaleMistaker

· 8h ago

The cryptocurrency circle is like this: more and more new coins, but actually harder to make money. --- The days of BTC "eating pie" are here; has the altseason really died? --- It's been clear for a long time that small and medium-cap coins are being eaten up. Entering the market now and trying to touch them is basically asking for death. --- To put it simply, retail investors are becoming more and more numerous, but funds are increasingly concentrated in the hands of big players. --- That's why I only play the leading coins; everything else is just gambling. --- Let's wait and see; maybe there will still be a chance to turn things around in 2024. --- The top ten have taken 82%, so what value do the remaining coins have? Just thinking about it is crazy. --- The more "intelligent" the market becomes, the harder it is for retail investors like us to make money. It's really ironic. --- The rise of stablecoins is a good thing; at least we don't have to watch blood-red charts every day. --- Capital concentration = big fish eat small fish. Compared to five years ago, playing shitcoins now is pure suicide.

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CantAffordPancake

· 8h ago

Haha, this is the harsh reality of the crypto world: more and more junk coins, but money only flows to the top projects. Last year, I was hoping for altcoins to double, but now everyone is just buying the dip in BTC. It seems that we small retail investors are just the background. The top ten accounts for 82%, which means the remaining coins are basically gambling. Bitcoin's 65% market share is quite impressive; honestly, this number is quite solid. Stablecoins and derivatives are eating away at others' market share. Funds are focusing on the top projects. Thinking about those days of buying the wrong coins makes me want to cry. Having more choices actually makes it easier to get caught in a trap. As expected, the ecosystem determines everything. Coins without hype are not worth touching, no matter how cheap they are.

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BakedCatFanboy

· 9h ago

Listen to me, hold tightly to BTC and mainstream coins now, don't touch those new coins --- It's the same old story of big coins eating small coins, no wonder those altcoin holders have been trapped recently --- Damn, 82% of the market cap is in the top ten coins? It feels like the whole circle is replaying the big fish eating the small fish --- It's actually just a process of bad coins being淘汰, it was about time for this --- Focusing funds on the top projects is very normal, retail investors are still dreaming of small coins doubling --- It seems that in 2024, you still have to go all in on mainstream coins, the era of small and medium coins is really over --- The head effect is getting stronger and stronger, this is a winner-takes-all game, brutal but real --- Top ten coins account for 82%... my small coin positions might need a washout --- Why does it feel like entering new projects now is even riskier? It's safer to hold BTC --- This is called market maturity, it's becoming harder to harvest the chives

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VCsSuckMyLiquidity