According to @adriannewman21, crypto majors are outperforming the broader altcoin market in the current cycle (source: @adriannewman21 on X, August 11, 2025). He notes that many altcoins are still sinking, unlike prior bull runs when broad alt exposure often produced gains (source: @adriannewman21 on X, August 11, 2025). He adds that randomly spreading capital across altcoins is not working now, urging investors to be selective and conviction-driven instead (source: @adriannewman21 on X, August 11, 2025). For traders, this points to a majors-over-alts tilt and a focus on relative-strength names rather than blanket alt exposure (source: @adriannewman21 on X, August 11, 2025).

According to Milk Road (@MilkRoadDaily), while headlines highlight a booming crypto market, the reality is more nuanced. Excluding Bitcoin, most altcoins have significantly underperformed compared to major stock indices such as the S&P 500 in 2025. Citing recent market performance data, Milk Road notes that Bitcoin dominance has increased, drawing capital away from other tokens. Smart investors are reallocating portfolios, focusing on Bitcoin and select blue-chip stocks instead of high-risk altcoins, to optimize returns and reduce volatility (Source: Milk Road, May 15, 2025). This trend suggests that traders should closely monitor Bitcoin dominance and consider stock market correlations when making crypto trading decisions.