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In this edition, Gregory Mall, Chief Investment Officer at Lionsoul Global, examines bitcoin’s ongoing rally and its implications for altcoins. Meanwhile, Kevin Tam explores trends in cryptocurrency, including 13-F filings and institutional adoption in his segment, Ask an Expert.
Bitcoin’s Breakout — The Next Move for Altcoins?
On May 22, Bitcoin (BTC) marked a significant milestone by achieving a new all-time high, surpassing previous records and still nearing this peak as of early June, despite uncertain macro conditions and market skepticism. Conversely, various altcoins are significantly below their previous peaks, leading many observers to label the current Bitcoin behavior as a ‘silent rally.’
Factors Behind BTC’s Surge:
- Central Bank Optimism: Prospects of rate cuts by the Federal Reserve are emerging for the latter half of 2025, encouraging risk appetite particularly among institutional investors.
- Institutional Inflows: Bitcoin ETFs have seen a notable increase in investments, with accumulative flows reaching over $16 billion in 2025 alone.
- Easing Political Risks: Reduced tariff tensions and better global trade sentiment are supporting riskier assets like bitcoin to regain their positive trajectories.
Interestingly, Bitcoin dominance is witnessing an increase, signaling historical opportunities for altcoin expansions to follow suit.
Potential Altcoin Season on the Horizon?
While the notion of ‘altcoin season’ is often mentioned without caution, certain indications suggest that attention might be shifting towards altcoins as historical patterns imply that altcoin rallies typically follow Bitcoin’s peaks by some months.
Important Takeaways for Advisors:
- Expect and prepare for possible rotation to altcoins after Bitcoin’s dominance peaks.
- Diversify crypto investments to reduce risks associated with individual assets.
- Focus on underlying factors, like network activity, to inform allocation decisions.
Bitcoin’s recent all-time high serves as both a significant achievement and a sign of a potential shift in the market aligning with broader digital asset dynamics.
Legal Disclaimer: The information provided is for educational purposes only and should not be viewed as investment or financial advice.
