Key Takeaways:
- Bitcoin's market dominance climbs to 52%, signaling potential altcoin season ahead.
- Stablecoin supply surged over 14% in Q1, reflecting growing market liquidity.
- Historical data suggests strong post-halving performance for BTC and ETH.
Ten Charts Decrypting Today’s Crypto Landscape
1. Bitcoin Dominance Rises from 50% to 52%
While altcoin seasons typically reduce BTC’s dominance post-halving, the current trend indicates room for altcoin growth.
2. Low Correlation with Traditional Assets
Crypto’s minimal correlation to stocks/bonds underscores its role as a portfolio diversifier.
3. Stablecoin Supply Jumps 14% in Q1
Increased adoption of stablecoins highlights demand for liquidity and safer entry points during volatility.
4. Bitcoin’s Post-Halving Price Action
Historical gains after halvings:
- 1st halving (2012): +1000%
- 2nd halving (2016): +200%
- 3rd halving (2020): +600%
👉 Why Bitcoin’s halving cycles matter
5. Shrinking BTC Liquid Supply
Only ~4.6M BTC are currently tradable—a stark contrast to previous cycles’ rising supply trends.
6. Bull Market Performance
Current cycle (2022–present) shows a 4x gain from lows, compared to 100x (2015–2017) and 20x (2018–2021) rallies.
7. Bitcoin’s 400% Rally Since 2022 Low
Parallels to 2018–2022 cycle suggest potential for further upside.
8. Ethereum’s 200% Growth Since 2022 Low
Mirrors ETH’s 2018–2022 trajectory, which saw 400% gains post-bottom.
9. Ethereum Supply Profitability
Three market phases:
- Bottom: <55% profitable supply
- Excitement: >95% profitable
- Transition: 55–95% profitability
10. ETH Active Addresses Grow 26% Weekly
Dencun upgrade and price rallies drove user activity higher.
FAQs
Q1: When does altcoin season usually start?
A: Post-BTC halving, when dominance drops below 50%.
Q2: Why is stablecoin supply important?
A: It reflects market liquidity and trader sentiment during volatility.
Q3: How long do BTC bull cycles last?
A: Historically 12–24 months post-halving.