The Crypto Altcoin Signal That Just Broke a Record
Actionable Market Insights
Why this report matters
Crypto markets have roared back to life, defying summer doldrums and delivering one of the strongest altcoin runs in months. Our tactical altcoin model just triggered its longest bullish streak in over a year, and Ethereum’s breakout has traders eyeing a level not seen since 2021. But beneath the headlines, a rapid shift in global trading flows is quietly reshaping the market’s leadership. From Korea’s sudden $4B weekend volume surge to a rare breakout in Bitcoin’s multi-year pattern, the signals are stacking fast.
Main argument
Our tactical altcoin model has now favored altcoins over Bitcoin for 31 consecutive days, surpassing the November 2024 streak of 25 days and the March peak of 19 days. As we noted on July 10: “Bitcoin’s dominance has fallen while the total crypto market cap has risen, triggering our tactical altcoin model to tilt toward altcoins. While similar signals over the past year were short-lived, the current breakout across several major altcoins suggests this move could prove more durable.”
Bitcoin (LHS) vs. Our Tactical Altcoin Model (RHS), Altcoin preference for 31 days now
Although we’ve been partially on holiday, crypto markets have unexpectedly reignited this week. Our consolidation call initially looked well-timed, with both crypto and crypto equities selling off—a move that a potential Trump–Putin clash could have amplified. Instead, Trump appears to have struck a deal with the EU by agreeing to sell more weapons to Ukraine, bolstering European support, while positioning himself to appease Putin with potential land concessions in eastern Ukraine.