- Quantitative Tightening officially ended — the macro trigger alts have waited for since 2022.
- Altcoin index hugging multi-year rising support; identical setup to pre-explosion phases in 2016 and 2020.
- CryptoRus: “Altseason wasn’t cancelled — it was postponed until liquidity actually returns.”
Popular analyst CryptoRus dropped a crucial macro update that every altcoin holder needs to hear: the long-awaited rotation into alts hasn’t been cancelled — it’s simply on hold until liquidity actually floods back into risk assets. His latest thread highlights one massive development most of the market missed: Quantitative Tightening (QT) quietly ended in recent weeks. For the first time since 2022, the Fed is no longer draining liquidity from the system — the single biggest headwind that crushed altcoins while Bitcoin absorbed every dollar of new money.
Zooming into the charts, the TOTAL3 altcoin market-cap index (crypto minus BTC and ETH) is trading exactly on a multi-year ascending trendline that held perfectly before the explosive alt rallies of 2017 and 2021. Price action is compressed to levels not seen since those exact accumulation phases.
CryptoRus points out the pattern is eerily similar: prolonged sideways grinding under Bitcoin dominance, repeated lower highs in ETH/BTC and ALT/BTC pairs, and capitulation sentiment — all while the macro liquidity backdrop finally turns favorable.“People expected altseason in 2024 and 2025 with QT still running at $95B/month,” he explains. “That was never realistic. The rotation only starts when the Fed stops shrinking its balance sheet and moves to neutral or QE. We just crossed that threshold.
”Historical parallels are striking. The 2016–2017 altseason and the 2020–2021 altseason both ignited only after QT ended or reversed. The current setup — rising support holding, Bitcoin dominance topping, and now QT officially over — matches those cycles almost bar-for-bar. Bottom line: the fuse is lit, but the powder keg still needs fresh liquidity to explode. With year-end tax-loss harvesting ending soon and potential rate cuts on the horizon, the conditions for a violent catch-up move in alts are falling into place. For now, patience remains key. Hold the rising support on TOTAL3, watch for BTC.D rejection at 60–62%, and wait for the first weekly close above the 2024 highs in alt/BTC pairs. When it happens, it will happen fast.
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.
