Dear my Fellow Investors,
This is Bin, the founder of the startup Chiheisen Tech and the creator behind the trading AI agent, RED.
I hope this message finds you well and positioned smartly in this ever-evolving market.
As I’ve mentioned before, after riding through 24 months of this bull cycle, it’s now crystal clear to me:
The 4-year Bitcoin cycle is no longer the roadmap. That model is broken.
Thanks to institutional cash flow and the arrival of ETFs, crypto has matured. It’s transforming from a speculative playground into a mainstream asset class. This cycle is different — and so must be our strategy.
What follows is my forecast for the core phase of this market cycle: Altcoin Season. This is my personal playbook for what I believe could be our final window to leverage crypto cash flow dynamics and build lasting wealth.
While I could be wrong — and this isn’t financial advice — it reflects my current understanding and strategic approach to navigating what lies ahead.
1) The Cycle Has Changed
The crypto market no longer belongs to impulsive retail hype — it now dances to the rhythm of smart money. While retail chases pumps, institutions lay infrastructure. Bitcoin is beginning to resemble the S&P 500, and large-cap Altcoins move more like tech stocks.
This isn’t 2021, where just showing up made us look brilliant.
In 2025, we need to be surgeons — precise, strategic, and deeply informed.
2) A New Kind of Altcoin Season
Altcoins are pumping as Bitcoin hits new ATHs, but not uniformly. This isn’t a “buy everything and hope” kind of season. It’s one that rewards precision and research, not gambling.
Investing without a plan — or worse, chasing dozens of low-quality coins — is likely to end poorly.
The era of “spray and pray” is over.
3) Three Signals That Will Trigger Altcoin Season
We’re not there yet, but here’s what I’m watching:
Bitcoin Dominance Peaks
- Currently ~65%. Bitcoin is the King.
- <60% = Altcoin Season’s loading zone.
- <55% = The Altcoin party has begun.
ETH/BTC Breakout
- We saw a brief rally in May.
- Until ETH makes a clean breakout against BTC, Altcoin capital rotation will remain cautious.
Retail Investor Return
- My AI agent, RED, tracks Google Trends for “how to buy crypto” and AppStore ranking of crypto related exchange apps.
- Results still mirror bear market sentiment.
- When the chart turns vertical, we’ll know newcomers are pouring back in.
Note: These signals depend on macro shifts — FED’s rate cuts or QE policies are likely prerequisites.
4) How Altcoin Season Might Play Out
I believe the cashflow rotation will follow the very simple, very human pattern: “Stupid First, Utility Second.”
- Stupid First: Meme-coins absorb early FOMO and attention. Meme-coins are the path of least resistance, they required zero research, zero fundamental analysis and people without financial / technical knowledge will go into meme-coins.
- Utility Second: Smart money will rotate into solid narratives like AI, gaming, and real-world assets (RWA). These sectors offer long-term potential and will rise after the initial frenzy.
If we’re strategic, we can ride this rotation — from Silly to Utility — and benefit at each stage.
5) Knowing When to Exit
Watch for these end-cycle signs:
- BTC dominance drops below 45%.
- ETH/BTC chart shows a top.
- Double tops appear on major Altcoin charts.
- Mass media pushes crypto hype.
- Everyone — from your neighbor to random chats — starts talking about 10x meme-coins.
That’s when I begin my full exit.
Below is my exit plan:
- I’ll retain 70% of my BTC holdings long-term (at least to the year 203x)
- My company will keep significant allocations in ETH and SOL, aligned with our systems and business models.
Everything else? I’m 100% out.
No hesitation, no greed, no one more leg up. 100% out.
6) Final Thoughts
The crash will come.
Bear markets may be softer than they used to be — but they’ll still demand respect and preparation. This could be your last real chance in this cycle to generate life-changing wealth.
Making money is only half the battle. Protecting your money is where the real art lies.
Let’s invest smart. Let’s adapt.
And above all — let’s stay sharp in this new era of crypto market.
Warm regards,
Bin Nguyen
Editor’s note: This article is for informational purposes only and does not constitute investment advice. Cryptocurrencies are speculative, complex, and involve high risks. This can mean high prices volatility and potential loss of your initial investment. You should consider your financial situation, investment purposes, and consult with a financial advisor before making any investment decisions. The HackerNoon editorial team has only verified the story for grammatical accuracy and does not endorse or guarantee the accuracy, reliability, or completeness of the information stated in this article. #DYOR
