ALTSEASON 2025: MOST ALTCOINS WONT MAKE IT, CRYPTOQUANT CEO SAYS

Last updated: June 19, 2025, 19:47 | Written by: Vitalik Buterin

Altseason 2025: Most Altcoins Wont Make It, Cryptoquant Ceo Says
Altseason 2025: Most Altcoins Wont Make It, Cryptoquant Ceo Says

The crypto market is abuzz with anticipation for the next bull run, and with it, the tantalizing prospect of an altseason – a period where alternative cryptocurrencies (altcoins) significantly outperform Bitcoin. CryptoQuant CEO Ki Young Ju predicted a selective altseason in 2025, where only a few altcoins will benefit from emerging market trends. In a Feb. 25 X post, Ju outlined three main factors that could determine which altcoins succeed.However, brace yourselves. CEO of CryptoQuant, Ki Young Ju, believes that altcoins can still perform in 2025, however they will be selectively supported by key drivers rather than industry-wide euphoria.According to Ki Young Ju, CEO of CryptoQuant, the widely expected 2025 altseason might not be the universal rising tide that many are hoping for.In fact, Ju predicts that a significant portion of altcoins will fail to generate substantial returns, signaling a shift from the indiscriminate rallies of previous cycles.This isn't about doomsday predictions, but rather a call for a more discerning approach to altcoin investments.Gone are the days where hype alone could propel any project to the moon. CryptoQuant CEO Ki Young Ju has warned that the era of indiscriminate altcoin rallies is over. In a February 25 post on X, he predicted a selective altseason in 2025, where only fundamentally strong altcoins will thrive while the majority struggle.The upcoming market cycle will favor projects with solid fundamentals, genuine user engagement, and, most importantly, sustainable revenue models. Most altcoins won t make it during the 2025 market cycle, Ju wrote in a Feb. 25 X post. Cryptocurrencies with potential exchange-traded fund (ETF) approvals, robust revenue-generatingThe message is clear: due diligence will be paramount for navigating the 2025 altseason.

This article will delve into the reasons behind Ju's prediction, explore the key factors that will determine which altcoins succeed, and provide actionable insights for investors looking to navigate the potentially treacherous waters of the 2025 crypto landscape.Are you ready to learn how to separate the wheat from the chaff? It s a selective altseason most altcoins won t make it. Ki Young Ju (@ki_young_ju) Febru Outlining his 2025 outlook, Ju pointed to three key factors that could determine which altcoins succeed: potential ETF approvals, sustained user engagement, and revenue generation.Let's dive in.

The End of Indiscriminate Altcoin Rallies

Ki Young Ju's warning signifies a fundamental shift in the crypto market's dynamics. Most cryptocurrencies beyond Bitcoin and Ether may not experience a widespread altcoin season rally in 2025, but projects with strong fundamentals and revenue-generating models couldThe era of easy gains, fueled by pure speculation and hype, seems to be waning. CryptoQuant's CEO, Ki Young Ju, claims traditional Altcoin Season dynamics are outdated due to changing regulations and institutional adoption. He predicts a selective altcoin season for 2025, where only a few altcoins will thrive, based on fundamentals, ETFs, and revenue-generating projects.Several factors contribute to this change, including increased regulatory scrutiny, growing institutional adoption, and a more mature and discerning investor base.

In the past, altcoins could often ride Bitcoin's coattails during bull markets.Simply being associated with the crypto space was enough to attract investment, regardless of the project's underlying value or utility.However, the increasing sophistication of the market means that investors are now demanding more than just promises.They're looking for tangible results, demonstrable use cases, and sustainable business models.

According to Ju, the selective nature of the coming altseason isn't simply a cyclical correction.It reflects a deeper, structural change in how the market values and rewards different projects. Most cryptocurrencies beyond Bitcoin and Ether may not experience a widespread altcoin season rally in 2025, but projects with strong fundamentals and revenue-generating models could outperform the broader market, according to Ki Young Ju, the founder and CEO of CryptoQuant. Most altcoins won t make it during the 2025 market cycleThis paradigm shift underscores the importance of fundamental analysis and a long-term investment horizon.

Key Factors for Altcoin Success in 2025

Ju outlined three primary factors that will differentiate the winners from the losers in the 2025 altcoin market. CryptoQuant CEO Ki Young Ju has issued a stark warning that the 2025 altseason will be selective rather than universal, with most altcoins failing to generate returns.These factors aren't just buzzwords; they represent concrete aspects of a project's viability and potential for long-term success.

Potential ETF Approvals

The approval of Bitcoin ETFs has already demonstrated the power of institutional adoption in driving up prices and legitimizing the crypto space. Altseason 2025: Most altcoins won t make it, CryptoQuant CEO says. Most cryptocurrencies beyond Bitcoin and Ether may not experience a widespread altcoin season rally in 2025, butSimilar ETFs for other cryptocurrencies could have a dramatic impact on their respective markets.Which altcoins are most likely to secure ETF approval?

  • Established blockchains with strong security and regulatory compliance: Cryptocurrencies like Ethereum (ETH) are likely candidates due to their established infrastructure, large market capitalization, and relatively clear regulatory status.
  • Altcoins with institutional interest: Projects that have already attracted interest from traditional financial institutions are more likely to be considered for ETF approval.This interest could manifest as partnerships, investments, or active participation in the project's ecosystem.
  • Altcoins that offer unique features and address specific market needs: ETFs focusing on specific sectors like DeFi, gaming, or Web3 could emerge, potentially benefiting altcoins that are leaders in these areas.

It's important to note that ETF approval is not guaranteed for any altcoin.However, projects that actively pursue regulatory compliance, build strong relationships with institutions, and offer compelling value propositions are better positioned to benefit from this trend.

Sustained User Engagement

A thriving ecosystem hinges on active and engaged users.Simply having a large number of users isn't enough; these users need to be actively using the platform, contributing to the community, and driving value within the ecosystem.

How can you identify altcoins with sustained user engagement?

  • Active user growth: Track the growth of active users over time.Is the number of users consistently increasing, or is it plateauing?
  • Transaction volume: Monitor the volume of transactions on the blockchain or within the platform.High transaction volume indicates that users are actively using the platform for its intended purpose.
  • Community activity: Assess the level of engagement within the project's community.Are users actively participating in discussions, contributing to development, and promoting the project?
  • Developer activity: A vibrant developer community is crucial for long-term sustainability.Are developers actively contributing to the project, building new features, and fixing bugs?

For example, projects within the DeFi space should have a high total value locked (TVL) and a consistent number of active participants interacting with its various protocols.Gaming projects should see consistent player counts and active communities built around their titles.Real user activity beats hype any day.

Revenue Generation

The ability to generate sustainable revenue is perhaps the most critical factor for altcoin success in the long run.Projects that rely solely on token sales or inflationary mechanisms are unlikely to survive in a more competitive and demanding market.Sustainable revenue demonstrates real-world utility and financial viability.

What constitutes a sustainable revenue model in the crypto space?

  • Transaction fees: Blockchains that generate revenue from transaction fees are inherently sustainable.The more the blockchain is used, the more revenue it generates.
  • Platform fees: Decentralized applications (dApps) and platforms can generate revenue by charging fees for their services.This could include fees for trading, lending, borrowing, or accessing specific features.
  • Subscription models: Some projects offer subscription-based services, providing users with access to premium features or content in exchange for a recurring fee.
  • Data monetization: Projects that collect and analyze user data can monetize this data by selling it to third parties (while respecting user privacy, of course).

Examine how a project is generating revenue and assess its sustainability.Is the revenue model dependent on a specific market condition, or is it resilient to market fluctuations?Is the revenue sufficient to cover the project's operating expenses and fund future development?

Navigating the Selective Altseason: A Practical Guide

So, how can investors navigate this selective altseason and identify the altcoins that are most likely to thrive?

Conduct Thorough Due Diligence

Relying on hype and social media sentiment is no longer a viable investment strategy.Investors need to conduct thorough due diligence on each project, analyzing its fundamentals, team, technology, and market potential.This includes:

  • Reading the whitepaper: Understand the project's vision, mission, and technical specifications.
  • Analyzing the team: Research the team's experience, expertise, and track record.
  • Evaluating the technology: Assess the technology's scalability, security, and innovation.
  • Understanding the market: Analyze the project's target market, competition, and potential for growth.

Focus on Utility and Real-World Applications

Invest in altcoins that solve real-world problems and offer tangible utility.Avoid projects that are based solely on hype or speculation.Ask yourself: what problem does this project solve?Is there a real demand for its solution?Is it better than existing alternatives?

Diversify Your Portfolio

Even with careful research, investing in altcoins carries a significant level of risk.Diversifying your portfolio across multiple projects can help mitigate this risk.However, diversification shouldn't come at the expense of due diligence.It's better to invest in a few well-researched projects than to spread your investments thinly across a large number of unvetted altcoins.

Stay Informed and Adapt

The crypto market is constantly evolving.Stay informed about the latest trends, developments, and regulatory changes.Be prepared to adapt your investment strategy as the market evolves.Following thought leaders like Ki Young Ju and regularly consulting reputable sources of information are key to success.

Examples of Altcoins That Might Thrive (And Why)

While it's impossible to predict the future with certainty, here are a few examples of altcoins that *might* thrive in the 2025 altseason, along with the reasons why:

  • Ethereum (ETH): As the leading smart contract platform, Ethereum has a strong foundation, a large developer community, and a growing ecosystem of dApps.Its potential for ETF approval, sustained user engagement, and established revenue generation through transaction fees make it a strong contender.However, competition from other Layer-1 blockchains is intensifying.
  • Chainlink (LINK): Chainlink is a decentralized oracle network that provides reliable data to smart contracts.Its vital role in the DeFi ecosystem and its increasing adoption across various industries position it for continued growth.Chainlink directly addresses the oracle problem, a critical infrastructure component for many blockchain applications.
  • Render (RNDR): Render Network provides decentralized GPU rendering solutions.As metaverse and 3D applications grow in popularity, Render Network’s services should see increased demand, translating to revenue.This addresses a real-world need, offering a viable business model.

These are just a few examples, and the actual performance of these and other altcoins will depend on a variety of factors.The key is to apply the principles outlined above to your own research and make informed investment decisions.

The Role of Regulation

Regulatory clarity will be a major factor influencing the 2025 altcoin market.Cryptocurrencies that demonstrate a commitment to compliance are more likely to attract institutional investment and gain mainstream adoption.Uncertainty surrounding regulation can stifle innovation and create volatility in the market.

Keep an eye on regulatory developments in key jurisdictions such as the United States, Europe, and Asia.These developments could have a significant impact on the valuation and adoption of various altcoins.

Common Questions About the 2025 Altseason

Let's address some common questions surrounding the upcoming altseason:

Will there be an altseason in 2025?

While CryptoQuant CEO Ki Young Ju predicts a *selective* altseason, the overall consensus remains positive, but with a caveat.The rising tide may not lift all boats.Expect certain altcoins to vastly outperform others.

Which altcoins are most likely to succeed?

Altcoins with strong fundamentals, sustained user engagement, and revenue-generating models are the most likely to succeed.Focus on projects that solve real-world problems and offer tangible utility.

Is it too late to invest in altcoins?

It's never too late to invest in well-researched and fundamentally sound altcoins.However, it's important to remember that the crypto market is volatile, and you should only invest what you can afford to lose.Proper risk management is essential.

What are the biggest risks associated with investing in altcoins?

The biggest risks include volatility, regulatory uncertainty, technological failures, and scams.Thorough due diligence and a diversified portfolio can help mitigate these risks.

Conclusion: Prepare for a More Discerning Market

The 2025 altseason is shaping up to be a different beast than previous cycles.CryptoQuant CEO Ki Young Ju's warning highlights the importance of a more discerning approach to altcoin investments.The days of easy gains based on hype alone are likely over.The future belongs to projects with strong fundamentals, genuine user engagement, and sustainable revenue models.Remember the key takeaways:

  • Due diligence is paramount: Research each project thoroughly before investing.
  • Focus on utility and real-world applications: Invest in altcoins that solve real problems.
  • Diversify your portfolio: Spread your risk across multiple projects.
  • Stay informed and adapt: The market is constantly evolving.

By following these guidelines, you can increase your chances of success in the challenging but potentially rewarding world of altcoin investing.The altseason 2025 may be selective, but with careful planning and diligent research, you can position yourself to capitalize on the opportunities that emerge.Good luck, and happy investing!Now is the time to research, analyze, and strategically position yourself for the opportunities ahead.Do your homework!

Vitalik Buterin can be reached at [email protected].

Articles tagged with "Bybit Launches Bybit Card in Argentina for Seamless Crypto Use" (0 found)

No articles found with this tag.

← Back to article

Comments