- The crypto market cap excluding the top 10 has dipped to $166 billion, a level synonymous with “extreme undervaluation” and historic cycle bottoms.
- Investor Jordan highlights top-tier picks like ETH ($1,850) and SOL ($79) as high-conviction buys during this period of peak market anxiety.
- As Bitcoin dominance plateaus near 59%, the stage is being set for a capital rotation into Layer-1s and DeFi oracles like LINK and SUI.
The ever-volatile world of cryptocurrency, whispers of “alt season” are growing louder. A recent post from Investor Jordan on X has sparked discussions, suggesting that altcoins are priced as if the bull cycle has ended—when in reality, it may just be starting. Accompanied by a chart of the total crypto market cap excluding the top 10 coins, the analysis labels the current phase as “ALT SZN,” with an upward arrow pointing to potential gains.
Accumulating ETH, SOL, and SUI at Value
The chart depicts the market cap dipping to around $169 billion in late February 2026, a level reminiscent of previous cycle bottoms. This metric stands at approximately $166 billion, down slightly but still signaling extreme undervaluation. This exclusion of majors like Bitcoin and stablecoins highlights the broader altcoin ecosystem’s performance, which often surges when dominance shifts away from the top players. Historically, such lows have preceded massive rallies, as capital rotates into smaller-cap projects seeking higher returns.
Investor Jordan is doubling down, accumulating positions in Ethereum (ETH) at around $1,850, Solana (SOL) near $79, Sei (SEI) at $0.066, Sui (SUI) around $0.86, Chainlink (LINK) at $8.20, and Avalanche (AVAX) close to $8.30. These picks span layer-1 blockchains, DeFi oracles, and high-throughput networks, all of which have underperformed recent highs but boast strong fundamentals. ETH, for instance, continues to dominate smart contracts, while SOL and SUI excel in scalability for gaming and DeFi apps. SEI’s focus on trading efficiency and LINK’s data feeds remain critical in a maturing Web3 landscape.
The Role of Scalability and AI in the 2026 Cycle
Market sentiment is bearish, with total crypto cap at $2.25 trillion reflecting a 1% daily drop. Yet, this discomfort often marks the best entry points—think 2023’s pre-bull accumulations. Factors like regulatory clarity, AI integrations, and institutional inflows could catalyze the shift.
For investors, the message is clear: patience pays. If history repeats, altcoins could see “disgusting” upside, potentially multiplying portfolios. However, volatility remains—always DYOR and manage risks. As the cycle unfolds, keep an eye on dominance charts; a drop below 50% for BTC could confirm alt season’s arrival.
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.
