Altcoin Season 2024/2025: A Disappointing Underperformance
Data confirms the alt season of 2024/2025 fell short of expectations, with the Altcoin Season Index peaking at just 41—well below the 75 threshold for a true rally. Bitcoin's dominance held steady above 55%, absorbing inflows while top altcoins lagged over 90-day periods.
Institutional focus on BTC ETFs exacerbated the imbalance, stifling midcap rotations and retail FOMO. Without a dominance drop below 50%, diversified portfolios faced persistent underperformance.
Investors should monitor ETF flows and macro signals for potential shifts into 2026.
Data confirms the alt season of 2024/2025 fell short of expectations, with the Altcoin Season Index peaking at just 41—well below the 75 threshold for a true rally. Bitcoin's dominance held steady above 55%, absorbing inflows while top altcoins lagged over 90-day periods.
Institutional focus on BTC ETFs exacerbated the imbalance, stifling midcap rotations and retail FOMO. Without a dominance drop below 50%, diversified portfolios faced persistent underperformance.
Investors should monitor ETF flows and macro signals for potential shifts into 2026.