Solana

Should You Ditch Altcoins? Token unlocks and VC sales raise red flags

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Things are getting seriously chaotic in the markets!

After an exceptional period from October to March, the crypto market has gone through a difficult period. While Bitcoin and Ethereum are weathering the storm somewhat, smaller altcoins are diving. Sentiment in online forums is turning sour, with many altcoin prices plummeting. But is this just a temporary correction or the start of a longer-term crisis for altcoins?

Dive deeper to gain insight into the altcoin market and what it means for your investments.

Distressed Altcoins

Bitcoin and Ethereum are currently trading just 15% below their yearly highs. On the other hand, major altcoins like Solana and Avalanche are down 40-50% from their March highs. Layer 1 tokens such as SUI and Aptos saw even steeper declines, crashing 60-70%. Experts attribute this sharp decline to token unlocking, venture sales, and a lack of new capital entering the market.

Token Supply Challenges

One of the major challenges for altcoins is the continued increase in token supply due to scheduled unlocks. For example, Solana’s daily token supply increases by 74,000 tokens, which is equivalent to approximately $10 million at current prices. This influx of tokens, combined with VC firms selling their initial investments, is putting downward pressure on prices.

Crypto Cash Inflows Stagnate

Adding to the woes is the stagnation of the inflow of liquidity into the crypto market. The stablecoin’s market capitalization jumped $30 billion earlier this year, but has remained stable since April. This indicates reduced trading activity and a decline in investor interest in stablecoins like USDT, USDC, FDUSD, and DAI.

Market capitalization fluctuations

Looking at the combined market capitalization excluding Bitcoin and Ethereum, June continues to be a difficult month for altcoins in 2024. As of June 22, 2024, the overall market capitalization stands at $594.967 billion, reflecting a significant decline by 14.30% in just one month. This is in stark contrast to the peak of $706.676 billion recorded earlier in June and the year’s high of $775.36 billion on March 31.

As the cryptocurrency market consolidates, smaller altcoins face unprecedented challenges.

Considering buying the altcoin dip or waiting for clearer skies? Tell us about your strategy!

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