Bitcoin and Ether have quietly become the only real winners of the crypto etf race.
Schroedinger’s altseason: it’s dead, but AI agents are quietly rewriting the rules
If you’ve been around crypto for a while, you probably remember the old altseason dream: Bitcoin runs first, then money slowly rolls into altcoins for months, and suddenly everything with a ticker looks unstoppable.
On-Chain Signals Point to Late-Cycle Accumulation Phase for Bitcoin
I view the convergence of key on-chain indicators such as realized price and MVRV as a strong signal that Bitcoin is entering a late-stage bear phase, a period historically associated with the beginning of long-term capital accumulation.
In this environment, crypto increasingly functions as a hedge for USD-denominated assets, supported by continued BTC ETF inflows and expanding stablecoin liquidity that reinforce the market’s structural foundation.
At the same time, macro pressures remain a factor. Geopolitical tensions and their impact on energy markets have strengthened the correlation between oil prices and the U.S. dollar index, which can delay the formation of a clear market bottom.
Even so, these dynamics highlight the sector’s growing resilience as institutional flows and on-chain activity continue to deepen.
Investors should interpret this stage of the cycle as an opportunity for strategic accumulation, particularly as exchange Bitcoin balances decline and large holders continue to absorb supply.
In the near term, I expect BTC to oscillate between $68,000 and $84,000 as the market stabilizes.
Ethereum is likely to follow a similar consolidation pattern, with ETH trading in the $1,800 to $2,500 range, supported by ongoing ecosystem development and adoption across DeFi and broader on-chain applications.
Together, these conditions suggest a market transitioning toward a healthier structure as long-term capital quietly rebuilds positions.
Ryan Lee, Chief Analyst at Bitget
Disclosure:This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.
Kriptoworld.com accepts no liability for any errors in the articles or for any financial loss resulting from incorrect information.
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