Full transcript of “Prepare For Alt Season RIGHT NOW! (2025 Guide)”. Click a timestamp to open the video at that moment. Need another video? Use the YouTube transcript generator.
0:00 Altcoin season. It's one of the most exciting and chaotic phases of the crypto market. If you've been through one, you know exactly what I'm talking about. If you're new here, let me break this down for you. Altcoin season or alt season is a period when cryptocurrencies other than Bitcoin start to dramatically outperform. It's when coins like Ethereum, Salana, and Chain Link go suddenly vertical, posting massive percentage gains, often in a matter of days or weeks. It's usually triggered when Bitcoin starts to consolidate a little bit after a major run up and capital begins to rotate into higher risk, higher reward assets. So, the point of this video is to give you a detailed road map of what to expect as
0:47 alt season, altcoin season, approaches in 2025. We're going to take a look at the key drivers like ETF inflows and stable coin activity alongside macroeconomic triggers like rate cuts and liquidity cycles. We'll also break down historical patterns, explain what usually causes alt season to start and to stop, and to look at which narratives are likely to dominate this year. If you've ever wondered when fireworks might start, what signals to watch for, and how to prepare for both the upside and the downside, because that's coming, this is the perfect video to watch. Because alt seasons don't come around very often, but when they do, they move
1:33 really fast and those who are prepared stand to benefit the most. So, let's get into this. To understand when alt season might begin, we need to look at what drives it. There are three key forces at play this year. ETF inflows, stable coin growth, and the macroeconomic backdrop. Let's break them down one by one. First, the ETF inflows. Since the launch of Bitcoin and Ethereum spot ETFs, we've seen over $50 billion flood into these products by mid 2025, according to Bloomberg. That's a massive injection of capital. It's pushed Bitcoin to around 109,000. and Ethereum to $4,000. But here's the thing, after these big moves,
2:18 Bitcoin tends to cool off. And when that happens, capital doesn't leave the market. It actually rotates. Okay? So, investors start chasing bigger returns and that capital spills into altcoins. This is the classic bull market behavior. First, Bitcoin runs, then Ethereum, and finally the capital flows down the risk curve to mid and low cap altcoins. It's not just price action that changes, it's sentiment. So, the ETF approvals signaled that crypto has gone mainstream. That drew in a wave of new investors who once they're in don't just stop at Bitcoin. They start exploring what else is out there and altcoins are usually the next step.
3:05 There's also a liquidity effect. As ETFdriven trading volume rises, liquidity improves across exchanges. Altcoin pairs like Soul BTC and ADA ETH benefit directly. We already saw this happen in late 2024 as Bitcoin dominance dropped from 70% to 55%. Salana surged over 300% and Avalanche climbed I think around 500%. So that was a preview of what could happen again on an even larger scale. Next, let's talk about stable coins. Stable coins like USDT and USDC are the lifeblood of the altcoin market. They are what most people use to enter and exit trades. And right now, the stable coin market caps are booming.
3:53 As of June 2025, the total stable coin market cap is around $200 billion, up 50% from just a year ago. Tether alone has over $150 billion in circulation. This matters because growing stable coin supply means more dry powder. It's capital waiting to be deployed and during alt seasons, the capital usually moves very fast. In 2021, for example, USDT's market cap jumped 40% in the month leading into alt season rallies. We're seeing a similar trend right now. If projections hold, stable coins could hit $250 billion by Q4. The takeaway here is simple. Stable coin growth
4:39 equals altcoin firepower. And finally, the macro picture. In both 2017 and 2021, altcoin seasons were fueled by loose monetary policy. Low interest rates, massive QE, and risk on conditions all push people further out on the risk curve. The same dynamics could play out again this year. Right now, interest rates are still high at around 4.33%. But many analysts expect the Federal Reserve to begin cutting rates in later in 2025. Personally, I don't really know, but if that happens, liquidity conditions will ease and we'll see another round of risk appetite flowing into crypto. Historically, that's when
5:27 altcoins start ripping. Combine that with rising regulatory clarity like the recent SEC comments softening around Ethereum and you have the perfect storm forming. So ETF flows, stable coin growth, a potential rate cut environment. These are the ingredients for alt season. So let's talk about the actual triggers of alt season. It's one thing to understand the big picture ETF inflows, liquidity, and macro factors, but what really tells you that alt season has started. What are the signals you can monitor? So, the first one is Bitcoin dominance. That's why I keep mentioning it on my Twitter. Abbreviated as BTC. D., Bitcoin dominance measures Bitcoin's
6:12 share of the total crypto market cap. Historically, altcoin season tends to kick off when this dominance starts to fall. Why? Because it means capital is rotating out of Bitcoin and into altcoins. In 2021, for example, Bitcoin dominance dropped from over 70% in January to just around 40% by May. During that time, Ethereum doubled and many altcoins went 10x or more, easily more. The same thing happened in late 2024 when Bitcoin dominance fell from 70% to 55%. Salana and Avalanche and others other L1s exploded higher. As of June 2025, Bitcoin dominance is hovering around 64%. If it dips below 58%, that's
6:59 when alt season warning lights start flashing. Okay, the second trigger is Bitcoin price consolidation. Here's the pattern. Bitcoin rallies hard, captures headlines and draws in new capital. Then it cools off. It stops moving and starts going sideways. And that's when people get restless. Sound familiar? They start asking, "What's the next thing that can give me a 5x move?" That's when all coins become appealing. And if Bitcoin is stable, not crashing, that gives people the confidence to venture out the risk curve. Okay? It's like the green light for the rest of the market. Third, the altcoin season index. This is a datadriven metric from
7:44 blockchaincenter.net. It looks at the 90-day performance of the top 50 altcoins compared to Bitcoin. If 75% of those altcoins outperform Bitcoin, the index flips into altcoin season territory. So, right now in June 2025, the index is sitting at just 20%. but it's climbing. Once it crosses above 75%, that's confirmation that altcoin season is underway. Another trigger is narrative hype and shifting sentiment. Every altcoin season has themes. In 2017, it was the ICOs. In 2021, it was DeFi and NFTts. In 2024, we saw a brief alt season powered by AI tokens and realworld asset plays like chain link.
8:31 This year, the early contenders are again AI, DeFi, and tokenized assets. And I think NFTTS are going to be a real big hit as well. But keep an eye on narrative momentum. Are influencers and funds suddenly talking about the same projects? Are new airdrops, new token launches, and protocol upgrades grabbing headlines? That's the emotional side of alt season, and it matters just as much as the numbers. And finally, remember the timing. Altcoin season usually happens once or twice per bull market. In 2017, it lasted nearly 10 months. In 2021, it got a fivemon blast in the first half of the year and then a brief second wave in the fall. In 2024, it was
9:17 short, only about 60 days in Q4. So, if you missed the start of the season, don't panic, but know that your window might not stay open for very long. In the next section, we are going to dig a little bit deeper on how long this next alt season might last and how it compares to the big cycles of the past. Let's talk about how long altcoin seasons actually last. Now, if you've been in thisa space for more than one cycle, you know these windows of opportunities do not stay open forever. They hit fast, they run hot, and then they completely disappear. Sometimes in a matter of weeks. So, what does history tell us? In 2017, alt season lasted about 310 days, starting in March and
10:03 peaking by January 2018. It was fueled by a tidal wave of ICOs and fresh retail capital. In 2021, we got around five solid months from January through May. During that stretch, Ethereum doubled, DeFi exploded, and NFTTS went absolutely ballistic and went mainstream. There was a smaller echo later in the year, but the core alt season was just a few months. But in 2024, things moved even faster. The alt season was only about 60 days, mostly during November and December. That mini run was triggered by an ETF approvals earlier that year and Bitcoin hitting new all-time highs. But the rotation into altcoins didn't last
10:51 long. So what does that mean for 2025? The expectations is a shorter but intense alt season most likely lasting 3 to 6 months with the highest probability window being Q4 2025. That is based on a few things though. First, the ETF effect. With over $50 billion already flowing into Bitcoin and Ethereum ETFs by mid 2025, the wealth effect is already in motion. The question is when will that capital rotate outward and historically that happens when Bitcoin cools off a bit after a big run. Secondly, macro policy. If the Fed begins cutting rates later this year, as many expect, that could kick off a risk
11:37 on frenzy similar to 2020 to 2021. Third, Bitcoin dominance is still high if it drops below 58%. That would be the green light for a new altcoin cycle, but that window could be very short if dominance snaps right back quickly. So, the bottom line is that altcoin seasons are getting shorter, but more capitalized. All right. So, the moves are sharper and faster and more competitive than ever. That is why it's so important to prepare this in advance. Once it starts, you will not have time to research. You'll have to move with conviction. Up next, we're going to look at where the real profits tend to flow during alt season. And spoiler alert, it's often not just the coins, but the protocols powering them. When altcoin
12:25 season heats up, most traders look at coins that can do a 5 to 10x. But some of the most consistent gains come not just from holding tokens, but from actively participating in DeFi protocols. Let's talk about where the real yields come from. In a bull market, DeFi acts as a high-speed, high yield engine. It's where the capital flows when traders want to multiply their returns using strategies like yield farming, lending, and liquidity providing. And in 2025, DeFi is poised to play a central role. Again, let's go through a few platforms that deserve your attention. First up, UniS swap. I use this all the time. This is the OG
13:11 decentralized exchange. As of June 2025, Uniswap is sitting at over $10 billion in value locked. Okay, so that's TVL. Why is that? Because it's the default marketplace for thousands of altcoins. Trading volumes spike during alt seasons and so do LP rewards, liquidity provider rewards. So, if you're providing liquidity to the right trading pairs, you can earn between 2 to 10% APR, sometimes higher during periods of high volatility. And if you're early to a narrative, say AI tokens or RWAs, UniS swap is often where these coins launch. Next, we have A. This is the top lending protocol in crypto. As of now, it has around 8 billion in TVL, and it
13:58 continues to attract yield seekers. You can deposit stable coins or even major altcoins to earn 5 to 15% APY depending on the risk profile. Ave also supports flash loans which advance traders use for arbitrage and leverage strategies especially profitable during price swings and alt season. Then there's Curve Finance or CRV the ticker symbol. If you're looking for lower risk yield, Curve is the place. It specializes in stable coin swaps and offers 3 to 8% APR for liquidity providers. It's perfect for people who want exposure to DeFi without the volatility of small cap tokens. Curve also plays a key role in
14:45 broader DeFi ecosystem, particularly when it comes to stable coin liquidity, which directly supports trading in altcoin pairs. Now, let's put this all into context. During 2021, alt season total defi TVL exploded from $1 billion to over $80 billion in less than a year. Tokens like Uni and A went up 500 to a,000%. Not just because of speculation, but because people were using the protocol to extract real value. For 2025, we're expecting D5 TVL to hit around $150 billion or more by the end of the year. And as altcoin season accelerates, the protocols offering real yield and real utility will be at the
15:31 center of that growth. So don't just hold altcoins, learn how to use them. Whether it's being a liquidity provider on unis swap, lending on a earning APR on curve, the active players always capture more upside. And I'm not talking about the leverage players. Stay out of leverage, okay? But in the next section, we are going to look at the most powerful narrative driving these coins like AI, real world assets and layer 1 competitors. It's not just about picking random coins and hoping for the best. All right, themes that capture imagination, capital, and momentum all at once. And in 2025, there are a few narratives already leading the charge. Let's start with AI. Everybody uses AI now, okay? Or they should be. So AI is
16:17 everywhere this year and the momentum has spilled into crypto. Projects like FetchAI, Singularity.net are positioning themselves as infrastructure layers for decentralized AI. In late 2024, Fetch ran 400% and AGIX was about 300% during a brief altcoin rally. Okay, but we haven't even seen the full cycle yet. Why does this matter? Because investors love convergence. When two explosive sectors like AI and crypto collide, speculation multiplies. These tokens offer a narrative people understand and vision that is easy to sell. Next up, let's talk about RWAs or realworld assets.
17:04 Tokenizing real estate, debt commodities, and more. All right. So, this is one of the fastest growing sectors in crypto and it's not just hype, guys. Chain link has been a leader here, especially after its CCIP crosschain interoperability protocol launch in 2024 alone. Link was up around 250% and that momentum has continued into this year even though it's down just a little bit. All right. So another player is Centrifuge CFG which helps tokenize things like trade finance and private credit. As institutions enter this space, they're looking for realworld integrations and RWA protocols are offering that bridge. Now let's talk about the layer 1 wars. Ethereum might
17:51 be the king, but the challengers like So, Salana, Avalanche, Cardano are fighting for market share with faster, cheaper, and more scalable chains. Salana was up over 300% and Avac rallied over 500% in Q4 2024. Both triggered by liquidity inflows and ecosystem growth. These layer ones often lead during alt seasons because they host entire token ecosystems that pump together. Following that are the layer 2 solutions, specifically arbitrage, optimism with Ethereum ETFs finally green lit. There is renewed interest in layer 2. They offer scalability for defy NFTts and everything else Ethereum is too
18:38 expensive for. ARB was up 200% and OP gained 150% in the last cycle as users flood into Ethereum again. These networks will be the main on-ramps for cheaper, faster transactions and their tokens will reflect that usage. These are just some of the a few examples, but the big takeaway here is this. Altcoin season isn't random. It's narrative driven. When capital enters the space, it follows hype. But when the smart money enters the space, it follows hype plus fundamentals. That's where the real asymmetric opportunities lie in narratives with traction, data, and use cases behind them. In the next section, we will talk about what causes alt season to end. Okay, so that's very
19:24 important. That's actually probably the most important thing so you're not the one holding left holding the bag when the music stops because it's definitely going to stop. So, we've talked about what drives altcoin season, but just as important as knowing when to ride the wave, it's knowing when to get out before it crashes. Okay? And it's going to crash guaranteed. All coin seasons don't just last forever. All right? They end often suddenly, and those who overstayed their welcome usually give back a lot of gains. Education is very expensive in this space. So, let's go over the key signs that an alt season might be ending. First, Bitcoin dominance rising. This is one of the most reliable signals. When capital starts flowing back into Bitcoin, it
20:12 usually means the markets getting cautious again. In 2021, we saw this happen in real time. Bitcoin dominance dropped from over 70% down to 40%. in just a few months and that's when altcoins exploded. But when it reversed and dominance climbed back above 50%, the altcoin party was completely finished. Right now, Bitcoin dominance is around 63%. So, we're not in altcoin season yet, but once it dips below 58%, that's when eyes should be on and when it starts climbing again, you'll want to think carefully about how exposed you are. Second, the market overheating. You'll know this one when you see it. Projects with no product, no users, and
20:58 no revenue are sudden suddenly worth billions of dollars. Twitter accounts are posting 10x daily, and you see Doge Name tokens launching every single hour. That's usually your cue that the euphoria phase has arrived. And historically, it doesn't last very long. Okay. In 2018, the ICO bubble burst in 2021. it was DeFi and NFTTS in 2025. It might be AI or RWA tokens that fly too close to the sun. Third, any black swan events, whether geopolitical or regulatory, can end the music overnight. Fourth, profit taking. This one is simple. After 5x, 10x, even 100x returns, people cash out. It's human
21:45 nature. Altcoin liquidity is shallow compared to Bitcoin. So when big players exit, price action gets brutal. It It's like a fire in a crowded theater and the exits are narrow. Be proactive, not reactive. Set targets and take profits, guys. Scale out. Don't try to sell the exact top. You're never going to get it unless you're like ridiculously lucky. Aim to survive the next bare market with your capital intact. So remember this, altcoin seasons are wild, but they always end. And the smartest players are the ones who know how to enter early, ride momentum, and get the heck out of there. Now that we understand what kicks off alt season, and what brings it to an end, let's talk about how to actually
22:32 navigate it responsibly, strategically, and with your eyes wide open. Because while the gains can be life-changing, so can the losses if you're not careful. So, let's talk about risk management because without it, nothing else matters. Number one, set stop losses. Altcoins are volatile. 20 to 30% inday swings aren't usual. And when the season ends, 60 to 80% draw downs are very common, even for strong projects. Don't hope and hold. Use stop losses if you're using a centralized exchange or at least mental triggers to scale out of positions before they become bag holding nightmares. Number two, diversify across narratives. Don't put everything into a
23:18 single theme like AI or layer twos. Instead, spread exposure across different narratives. Maybe a bit in DeFi, a bit in RWAs, some layer ones, some speculative meme plays if you have the stomach for it, which I don't really. That way, if one sector cools off, you're not completely wiped out. You know what I mean? Number three, avoid FOMOdriven traps. When a coin is already up 500% and every influencer is tweeting about it, that's not the time to enter. Okay, look for undervalued gems, projects with traction, developers, and actual use cases. Okay, so now let's touch on DeFi strategies because this is where a lot of the real
24:03 yield can come from. Platforms like Uniswap and a aren't just places to swap tokens. They're income engines. Okay, on unis swap providing liquidity, popular trading pairs can earn you 2 to 10% APR, though you'll need to account for impermanent loss. On a lending, stable coins and altcoins can bring in 5 to 15% APY depending on the market demand. And strategies like leveraged looping are also popular, though far riskier. For more conservative returns, Curve Finance still offers 3 to 8% APR on stable coin pools and remain a favorite for low volatility yield. But whatever platform you used, understand the risk. Okay? Read the audits. Check the smart contract history. Don't blindly chase
24:50 the highest APY without you knowing what you're getting into. Okay? Timing matters, too. the best time to rotate into altcoins after Bitcoin makes a major move and starts to consolidate. If Bitcoin hits a key level, say $120,000, and starts ranging sideways, that's usually when altcoin traders get bolder. That is also when sentiment shifts and capital starts seeking higher beta plays. But before you ape in, do your research. Look at fundamentals. How active is the dev team? Okay, what's the actual product? How many daily users are there? Look at onchain data. Check GitHub comments and don't rely on engagement farming accounts with no technical depth. Okay. Also, and this
25:36 gets overlooked, track your trades for tax purposes, for legal compliance, and for your own learning. Even if you're outside the US, you should know your local tax laws. Some countries treat each trade as a taxable event. Others only care whether you convert to fiat. Okay, so either way, you get your record straight. It's not worth the stress later. Trust me on that. Alt season 2025 is shaping up to be one of the most explosive opportunities of this entire cycle. But the gains won't go to those who just sit back and hope. They're going to go to those who are prepared, to those who study the data, watch the signals, and act with intention. So, if you're serious about navigating this
26:22 entire market with clarity and confidence, start sharpening your edge now. We break all of this down. Altcoin trends, timing models, portfolio strategy over at learningcrypto.com. So, if you're ready to stop guessing and start understanding what drives this market, that's where to begin. And as always, stay disobedient. Talk to you guys soon.