The 2025 crypto market has changed: liquidity concentration has intensified, and the rebound cycle of altcoins has shortened to 20 days.

RumbleValidator · 2026-01-19T14:38:15+00:00

This year, the crypto market did not rise as expected, which may be a signal for the industry to transition towards regulated assets. The market logic has shifted to capital flow and investor focus, with the Bitcoin spillover effect disappearing, retail investors returning to the stock market, leading to extreme market concentration. To break the dominance of top players, it is necessary to achieve ETF expansion, strong performance of Bitcoin and Ethereum, or retail investors returning to the crypto market. The market outlook for 2026 depends on whether liquidity can be liberated from leading assets.

RumbleValidator

2026-01-19 14:38:15

Abstract generation in progress

【CoinPush】This year’s cryptocurrency market performance has not been as strong as expected. But from another perspective, this could be a sign that the industry is transitioning from a speculative-driven phase to a more regulated asset class.

The cyclical pattern of the past four years has failed. The previous self-fulfillment time expectations no longer dominate the market; now, what determines the trend is where capital flows and where investors’ attention is focused—this is the true market logic.

What is the most obvious change? The Bitcoin spillover effect has disappeared. You no longer see the transmission chain of capital from Bitcoin → Ethereum → Altcoins. Meanwhile, retail investors’ attention has shifted to the stock market. The result is: this year has become a year of extreme concentration. Leading assets have absorbed the vast majority of new funds, while the broader market is struggling.

Data speaks—on average, the rebound cycle of altcoins has shortened from 60 days last year to 20 days. This is not a good sign, indicating that market depth is declining.

To break the monopoly of leading assets, at least one of the following three conditions must be met: ETFs and digital asset trust funds expand their investment scope, Bitcoin and Ethereum continue to lead strongly, or retail investors re-enter the crypto market from stocks.

Ultimately, the market trend in 2026 depends on whether these catalysts can truly free liquidity from leading assets or if the centralization trend continues to worsen. Understanding the potential flow of capital and necessary structural adjustments is essential to predicting the future market operation logic.

BTC-3,22%

ETH-6,48%

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GasDevourer

· 01-19 15:06

Reducing from 60 days to 20 days is really outrageous; the crypto world has truly changed.

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BearMarketSurvivor

· 01-19 15:05

60 days to 20 days? That's just ridiculous. To put it simply, retail investors are getting wiped out even faster.

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consensus_failure

· 01-19 15:02

The spillover effect is gone, and this is the real truth... Retail investors have all moved to stocks, while the crypto circle is still self-indulging. A 20-day rebound cycle? Oh my, this is just a money-grabbing machine. The leading assets dominate the market, while small coins are being drained dry. Luckily, I saw through it long ago.

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MentalWealthHarvester

· 01-19 15:00

60 days to 20 days, this rebound cycle was cut in half, I really can't hold on anymore --- Retail investors have left the stock market, indicating that the crypto world is indeed bleeding, no one is taking over --- It's ridiculous that the spillover effect has disappeared. In the past, when BTC rose, everything rose. Now only big players are involved? --- Such severe centralization leaves no room for small coins to survive. No wonder everyone is bottom-fishing for mainstream coins --- I've long felt that the cycle is failing. Now, it's all about capital, retail investors can only take the hits --- Rebound in 20 days? Then there's no point in doing T trading, there's no profit margin at all --- Industry transition? I think it's just big fish eating small fish, the Matthew effect is becoming more and more obvious

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TokenToaster

· 01-19 14:58

Shrink from 60 days to 20 days? What does that mean? Retail investors have all left, and only whales are playing their own game.

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wagmi_eventually

· 01-19 14:38

Shrink from 60 days to 20 days? That just means the market lacks depth; retail investors have already left.

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