Hello, crypto community!👋
💡 Today I will share fresh analysis from CryptoQuant and Santiment.
🔍 According to CryptoQuant, the cumulative difference between altcoin purchases and sales (excluding Ethereum) has reached -$209 billion.🤯 In January 2025, the figure was near zero, and now — 13 months of net capital outflow from exchanges. This indicates a complete lack of sustainable demand, with high volumes of altcoin deposits (40-78 thousand transactions per day since July 2025). Analysts say that -$209 billion alone is not a signal of the bottom, but it is record pressure from sellers!
🔍 On the other hand, Santiment notes extreme negativity on social media — the level of negative keywords is the highest since Trump was elected president in 2024.😡 The fear and greed index is at 17-24 (extreme fear), and social sentiment for BTC and altcoins is at a 4-year low. Historically, such peaks of pessimism often precede market reversals (as in 2020-2022), due to the contrary effect: when everyone is in panic, 'smart money' starts to buy.
Is this the bottom? Some traders on X believe it is — macro capitulation, most at a loss, similar to 2018, 2020, and 2022. But others warn of a possible further decline due to a lack of spot demand and high leverage.
💬 My opinion is that this is a phase of temporal capitulation, where patience is key for spot positions. Don’t rush with FOMO, but watch for signals of recovery!
💬 What do you think? Is it time to buy altcoins, or should we wait? Share in the comments! 👇
