CryptoQuant CEO Ki Young Ju offers a fresh take on the altcoin season, asserting that only select projects with real-world applications will prosper in 2025.
The Key to Success: ETFs, Hype, and Revenue
Ju highlights three main factors determining altcoin success. First is the ETF narrative. Altcoins like XRP, Solana (SOL), Litecoin (LTC), Dogecoin (DOGE), and Hedera (HBAR) could see major institutional inflows. Bloomberg experts forecast a high chance of ETF approval for these assets. Brazil is preparing the world's first spot XRP ETF. Project sustainability also hinges on ongoing development and investor trust. Successful projects will have solid business models and real utility.
The End of the Era of 'Everything Pumping'
Ju warns that broad altcoin rallies are a thing of the past. Despite Bitcoin's record highs, many altcoins haven't returned to previous peaks, indicating only select tokens will benefit. Data shows significant Bitcoin outflows and XRP inflows, highlighting investors' selective approach.
A New Perspective on the Crypto Market
Ju points out the current liquidity struggles in crypto, where capital is merely shuffled among assets without new inflows. This marks market maturity under institutional control, favoring stability.
2025 looks to be a time when not all altcoins win over investors' trust. Successful projects will stand out with real usefulness and reliability.
