Place your ads here email us at info@blockchain.news
Bitcoin (BTC) Next Leg Up: Altcoin Liquidity Crunch Signals Capital Rotation, Says @Excellion | Flash News Detail | Blockchain.News
Latest Update
10/11/2025 9:54:00 PM

Bitcoin (BTC) Next Leg Up: Altcoin Liquidity Crunch Signals Capital Rotation, Says @Excellion

Bitcoin (BTC) Next Leg Up: Altcoin Liquidity Crunch Signals Capital Rotation, Says @Excellion

According to @Excellion on X, Oct 11, 2025, the latest market purge exposed thin liquidity and absent buyers in inflated altcoins/memecoins, implying capital rotation back to Bitcoin (BTC) while firms promoting alts as base assets for ETFs and corporate treasuries struggle; he views this purge as a catalyst for the next BTC bull leg and advises traders to overweight BTC and de-risk alt exposure; source: x.com/Excellion/status/1977130632439369900

Source

Analysis

In the ever-evolving landscape of cryptocurrency trading, a recent statement from industry figure Samson Mow has ignited discussions about Bitcoin's potential resurgence. According to Samson Mow's post on October 11, 2025, it's time for Bitcoin's next leg up following a market purge that exposed the fragility of many altcoins and memecoins. Mow argues that these assets were propped up by ridiculous valuations with no real liquidity or buyers underneath, distorting the broader market. As the tide recedes, he predicts struggles for companies promoting alts as base assets for ETFs and corporate treasuries, paving the way for massive capital inflows back to Bitcoin and the birth of a new generation of Bitcoin maximalists. This perspective positions yesterday's market correction as the catalyst for a genuine Bitcoin bull market, urging traders to plan accordingly.

Bitcoin Dominance and Market Sentiment Shifts

From a trading standpoint, Mow's insights align with observable trends in Bitcoin dominance, which measures BTC's market share relative to the total crypto market cap. Historical data shows that during periods of altcoin corrections, Bitcoin dominance often surges, as seen in previous cycles like the 2018 bear market where dominance climbed from around 35% to over 60% according to market tracking platforms. In the context of Mow's analysis, this purge could trigger similar dynamics, with traders eyeing Bitcoin's price action for breakout signals. For instance, if we consider on-chain metrics, Bitcoin's realized capitalization—a metric reflecting the price at which coins last moved—has remained robust, indicating strong holder conviction amid altcoin volatility. Traders might look for Bitcoin to test key resistance levels, such as the $60,000 to $65,000 range observed in mid-2024 data, as capital rotates away from speculative alts. This sentiment is further supported by institutional flows, where firms like MicroStrategy have continued accumulating BTC for corporate treasuries, potentially amplifying upward momentum if Mow's predicted capital shift materializes.

Trading Opportunities in BTC Pairs

Diving deeper into trading strategies, Mow's call for Bitcoin's bull market catalyst suggests opportunities in BTC-denominated pairs. For example, altcoins trading against Bitcoin, such as ETH/BTC or SOL/BTC, often underperform during dominance rallies, presenting short-selling prospects for savvy traders. Volume data from major exchanges in recent months shows declining liquidity in memecoin pairs, corroborating Mow's point about 'nothing but air' beneath these assets. Traders could monitor 24-hour trading volumes, which for Bitcoin have consistently hovered above $30 billion on high-activity days, compared to fragmented volumes in altcoin markets. On-chain indicators like Bitcoin's hash rate, which hit all-time highs exceeding 600 EH/s in late 2024 according to blockchain explorers, underscore network security and could bolster confidence for long positions in BTC/USD. Moreover, with ETFs gaining traction, any influx of traditional capital as Mow anticipates might push Bitcoin towards previous all-time highs around $73,000 from March 2024, offering breakout trades with defined stop-losses below recent support at $55,000.

Broader market implications extend to cross-asset correlations, where Bitcoin's performance influences stock markets, particularly tech-heavy indices like the Nasdaq, which have shown positive correlations with BTC during bull runs. If altcoin companies face struggles as Mow suggests, this could redirect institutional interest towards Bitcoin-centric investments, enhancing its safe-haven appeal in crypto. Traders should watch for sentiment indicators, such as the Crypto Fear and Greed Index, which dipped into 'fear' territory during recent purges, signaling potential buying opportunities. In summary, Mow's analysis encourages a Bitcoin-maximalist approach, focusing on accumulation strategies amid altcoin weakness, with an eye on macroeconomic factors like interest rate decisions that could fuel the next leg up. By prioritizing verified on-chain data and historical precedents, traders can navigate this shift, positioning for what might indeed be the real Bitcoin bull market.

Samson Mow

@Excellion

Might be in HBO's #MoneyElectric. Working on nation-state #Bitcoin adoption. CEO @JAN3com , building @AquaBitcoin, CEO @Pixelmatic & creator of @InfiniteFleet.