According to @adriannewman21, as crypto markets mature, traders should cultivate edge through focused sector selection, noting some peers choose DeFi, others choose memecoins, while he prioritizes web3-native IPs via NFTs, source: https://twitter.com/adriannewman21/status/1956206776497660147. For trading, this frames a concrete allocation lens: select one primary vertical (NFTs, DeFi, or memecoins) and align research depth and risk budgeting to that focus instead of spreading across unrelated narratives, source: https://twitter.com/adriannewman21/status/1956206776497660147.

According to @milesdeutscher, total value locked in Real-World Assets protocols has surpassed 15 billion and is rising parabolically, indicating accelerating capital inflows into the RWA sector (source: Miles Deutscher on X, Aug 12, 2025). For traders, the reported TVL breakout highlights strengthening liquidity and adoption in RWA-focused DeFi, a key input for momentum and sector-rotation strategies in crypto markets (source: Miles Deutscher on X, Aug 12, 2025).

According to Miles Deutscher, while technical metrics suggest a potential upcoming 'alt season', it will differ from previous cycles in 2017 and 2021, with leadership expected from specific sectors such as Real World Assets (RWA), AI-related cryptocurrencies, trending meme coins, and utility-focused projects. Traders should focus on sector rotation strategies as not all altcoins will perform equally, and identifying leading narratives could offer the best trading opportunities in the current cycle (Source: Miles Deutscher on Twitter, June 9, 2025).

According to Miles Deutscher on Twitter, the 'Alt Season 3.0' thesis suggests that the current crypto cycle will feature shorter, sharper, and highly sector-selective rotations rather than a broad market rally where all altcoins surge simultaneously. Traders should monitor specific sectors for momentum shifts and avoid assuming universal upward movement across altcoins. Sector-based trading strategies and timely rotation tracking will become crucial for maximizing returns in this environment. This approach marks a significant shift from previous cycles and impacts portfolio diversification and risk management in the cryptocurrency market (Source: Miles Deutscher, Twitter, June 9, 2025).

According to Michaël van de Poppe (@CryptoMichNL), the current altcoin market cycle is fundamentally different from previous cycles, as discussed in a recent conversation with Raoul Pal (@RaoulGMI) on YouTube (source: youtube.com/watch?v=-i83LQ…). Raoul Pal highlights that macroeconomic factors, institutional interest, and regulatory shifts are creating unique trading environments for altcoins in 2025. Traders are advised to closely monitor liquidity trends and sector rotations within the crypto market since these elements are driving volatility and opportunity, which is a significant departure from past cycles (source: Raoul Pal interview, June 2025).

According to Michaël van de Poppe (@CryptoMichNL), the recent spike in the Chinese Renminbi is correlating with Ethereum outperforming Bitcoin in the ETH/BTC trading pair. This shift indicates growing investor interest in altcoins, suggesting the early stages of a new altcoin market cycle. Traders should monitor ETH/BTC price action and Renminbi movements for potential trading opportunities and sector rotation signals in altcoins. Source: Michaël van de Poppe on Twitter (April 29, 2025).