CURRENT CRYPTO CASH FLOW MAP: 5 MAIN TRENDS SHAPING THE MARKET
The market is not short of stories, but only a few narratives are actually attracting capital. Currently, cash flow is dividing into 5 major axes:
1️⃣ Expectation of Altcoin Season – Narrative ahead of cash flow
Altcoins and memecoins are back in the discussion spotlight, but data shows it’s still just expectation. The 30-day performance is only +0.36%, while the Altcoin Season Index is at 23 (Bitcoin Season). #AltcoinSeason26
🔎 Activation condition: Bitcoin dominance < 58% sustainably. Before that point, altcoins are still short-term trades, not the cycle.
2️⃣ Bitcoin & ecosystem – Defense when macro risk is high
Bitcoin continues to play the role of “psychological anchor”. The BTC group outperformed +0.89%/30 days, whales withdrew ~249 million USD BTC from exchanges.
In the context of Fear & Greed = 9, BTC remains a safe haven when the market lacks confidence. $BNB #BNB_Market_Update
🔎 Survival threshold: Market cap > 2.17 trillion USD.
3️⃣ Binance ecosystem – Utility wins the narrative
The Binance ecosystem stands out with +11.57%/30 days. BNB is closely tied to revenue, utility, and real liquidity (Binance Alpha, BTC market share 35.4%).
📌 Clear message: In a downtrend, tokens with cash flow and real use cases will be prioritized.
4️⃣ Stablecoin & Payment Layer – “Silent” but sustainable cash flow
A trend that is not often talked about but very important: Stablecoin continues to expand. Cash flow is not leaving crypto, but shifting to a waiting state via USDT/USDC, especially on low-fee chains.
🔎 Meaning: Stablecoin is the “fuel” for the next cycle. When risks decrease, this cash flow will return faster than imagined. #StablecoinRatings
5️⃣ Low liquidity & strong differentiation – A market for selective individuals
Market-wide liquidity is low, making volatility easily manipulatable and extremely differentiated. No more “steady rain”.
📌 Main consequences:
Projects with weak narratives → abandoned
Projects with infrastructure, users, revenue → maintain better prices
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STRATEGIC CONCLUSION
This is not a fomo market, but a market of observing cash flow and being patient.
In the short term: BTC + ecosystem with utility remains the pillar.
In the medium term: Stablecoin & payment infrastructure is the “bottom of cash flow”.
The altcoin season only truly begins when Bitcoin dominance breaks the structure, not when social media talks more.
#tonydong Personal opinion | Not investment advice. #DCEX_NETWORK #Write2Earn
