- Top analyst CryptosRUs says altseason is “postponed, not cancelled” due to ongoing quantitative tightening.
- Final QT slowdown expected next month + rate cut in December will unleash fresh liquidity and accelerate BTC.D decline.
- Historical Altseason Index chart shows every major alt rally began only after BTC dominance rolled over hard.
In a fiery November 29, 2025 post that already surpassed 55K views, influential YouTuber and trader CryptosRUs (@CryptosRUs) shut down the growing narrative that altseason is “cancelled forever.”“A lot of people expected an altseason just like 2017 and 2021. So the big question became: are altcoins dead?” he asked. The answer is no, macro simply hasn’t allowed the rotation yet.”
His attached chart, credited to Merlijn the Trader, paints the full picture: the Altcoin Season Index only truly ignites after Bitcoin dominance (BTC.D) puts in a clear lower high and begins a steep decline. Right now, BTC.D is still grinding along the upper trendline that has capped every major alt run since 2021.The missing ingredient? Liquidity.“
Quantitative tightening and reduced central bank liquidity have made it harder for capital to spill into smaller-cap, high-risk assets,” CR explains. “That’s why the altseason everyone expected never fully ignited. ”But the macro calendar is about to flip. The Fed’s final QT taper is widely expected at the December meeting, with markets pricing in a 25 bps rate cut the same day. History shows that when real liquidity returns, Bitcoin dominance cracks and money rotates violently into alts within weeks.“QT could end as early as next month, and another rate cut is expected in December. When liquidity returns, rotations can accelerate fast,” he wrote.
On-chain data supports the thesis: retail on-chain volume remains near cycle lows while whale and institutional Bitcoin accumulation has slowed, classic pre-rotation behavior seen in early 2021 and late 2024.For now, patience is the play. As CR concluded: “As retail panics, whales quietly accumulate during this opportunity.” If December delivers the expected policy pivot, the same chart that shows altseason “delayed” could very quickly flip to “explosive.” The 2025 alt run isn’t cancelled; it’s just waiting for the Fed to press the start button.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. CoinCryptoNewz is not responsible for any losses incurred. Readers should do their own research before making financial decisions.
