But according to Bitget’s chief operating officer Vugar Usi Zade, that era may already be over.
Rather than money cascading down from Bitcoin into the rest of the market, he says trading has fractured into isolated narratives: some tokens move with real‑world asset hype, others with DeFi updates, but the days when “everything pumps together” are gone.
Bitcoin in a League of Its Own
Usi Zade argued that Bitcoin has now decoupled from both altcoins and equities, frequently rallying even as the rest of the market turns red. This, he said, has changed how even seasoned investors advise newcomers. Where the old rule of thumb was 70% BTC and 30% ETH, he says most now recommend holding Bitcoin only.
Ethereum, while more stable, has lost its spark compared to BTC’s relentless climb to new highs. That lack of momentum, he suggests, leaves investors with “no reason” to rotate into ETH.
Short‑Term Thinking Hurts Altcoins
Part of the problem, in his view, is unrealistic expectations. Traditional companies like Amazon took a decade to show profit. In crypto, retail investors demand results in less than a year. Tokens, unlike equity stakes, are immediately liquid – and when prices collapse, projects are often written off as dead long before they can deliver.
Narratives, Not Seasons
Looking ahead, Usi Zade expects pockets of growth – for example, real‑world asset tokens – but no market‑wide surge. He stressed that technology hasn’t advanced enough to justify the “huge pump” people associate with altcoin seasons of the past.
In his eyes, Bitcoin has become the only true global crypto trade, while the rest of the market must prove its worth project by project.
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