Investment Strategies for Altcoins under the Strong Bitcoin Market: Analysis of Four Major Models and Opportunities

The strong market trend of Bitcoin is currently in a self-reinforcing phase. Initially, it only affected alts, but recently it has begun to impact on-chain meme coins.

In the morning, observing market sentiment, I found that pessimism was spreading on social media, with a rise in nihilistic views about cryptocurrencies and extreme voices advocating for Bitcoin. Some respected traders and industry veterans even stated that "the altcoin season is over."

According to historical data analysis from a certain data platform, there are four main patterns between Bitcoin and alts:

1. Double Rise Mode: Bitcoin and alts rise simultaneously, which usually occurs during a bull market boom. At this time, Bitcoin's market capitalization ratio may fluctuate or decline. This is a good opportunity to increase positions, especially when alts perform better than Bitcoin.

2. Double Decline Mode: Bitcoin and altcoins decline simultaneously. This is an opportunity to reduce risk and is suitable for purchasing stablecoins and blue-chip tokens. Long-term holders may consider dollar-cost averaging or buying on dips strategies.

3. Bitcoin falls while alts rise: This situation is relatively rare. When Bitcoin experiences slight fluctuations instead of a sharp decline, a short-term altcoin season may occur. Investors may consider moderately increasing their risk exposure.

4. Bitcoin rises while alts fall: Bitcoin outperforms the overall market, with its market cap share continuously reaching new highs. This situation is common before a halving cycle or at the beginning of a bull market. At this time, one can take the opportunity to accumulate altcoins and wait for future explosions.

The market currently seems to be in the fourth mode. However, the degree and duration of the decoupling between Bitcoin and alts in this round far exceed historical precedents.

After the approval of the Bitcoin spot ETF, the market is concerned that this may change the way funds are allocated in crypto assets. A certain tech company's stock became a hot trading target in the U.S. stock market yesterday, seemingly confirming this concern, which makes the skepticism towards alts more convincing.

As a cryptocurrency optimist, I still have high hopes for disruptive innovations in areas such as on-chain abstraction, payment finance, Web3 AI agents, and the Bitcoin ecosystem. Meme coins and the consumer chain sector also show exponential growth potential. In this context, claiming that alts "have no future" is clearly an irrational emotional reaction.

If the current market makes you feel anxious and confused, you might want to pay attention to some actively developing alts projects:

• on-chain abstract infrastructure
• On-chain abstract comprehensive application
• A new paradigm infrastructure from Cosmos
• Bitcoin ecosystem idealism project
• Bitcoin Layer 2 solutions supported by large Bitcoin mining companies
• Collaborate with renowned investment institutions to develop an AI agent asset issuance platform
• A Layer 2 project on a certain public chain that successfully attracted one million followers on a short video platform

Maintaining inner peace is a good way to cope with the fluctuations of the trading market. Staying calm and composed allows one to seize opportunities in the ever-changing world of cryptocurrencies.