
Two reasons I think this altcoin cycle could beat the last one.
Global liquidity is rising. From 2023 to 2025 we had QT, and since last November it's been the opposite.
Last cycle, alts were about the same total size as Bitcoin. Now they're about half. That's bullish for alts
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Dennis Liu 认为本轮山寨币周期将超越上一轮。主要依据有二:一是全球流动性自2023年QT后转为扩张,资金面改善;二是当前山寨币总市值仅为比特币的一半,相比上一轮两者体量相当的情况,山寨币具备更大的补涨空间和估值修复潜力。
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看多Dennis Liu 认为本轮山寨币周期将超越上一轮。主要依据有二:一是全球流动性自2023年QT后转为扩张,资金面改善;二是当前山寨币总市值仅为比特币的一半,相比上一轮两者体量相当的情况,山寨币具备更大的补涨空间和估值修复潜力。



















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