The intuition is growing stronger every month for the altcoin season, for and against:

FOR:
1) Fiat devaluation at a rapid pace
2) Central Bank rate cuts
3) ATH across all assets
4) Rapid correction in gold
5) Limited bitcoin issuance and 90% buyback
6) Rise in prices for AI components (some of this has already happened in the past cycle)
7) Correction within ABC waves is nearing completion
8) Increase in taxes and duties

AGAINST:
1) Low liquidity in real sectors
2) Unemployment
3) Reduction in production