Main altcoins like BNB, Ripple’s XRP, and Solana (SOL) are at the moment dealing with stress from bearish market forces after a significant market droop within the first half of November. The “altseason” hasn’t arrived on this cycle, leaving many merchants anxious, however a rising variety of crypto analysts imagine the market is due for a significant bullish rebound in 2026.
Altseason Delayed, Not Cancelled
Considered one of these analysts is CryptosRus, a preferred influencer with over 250,000 followers on X (previously Twitter). He tweeted:
“ALTSEASON WASN’T CANCELLED : JUST POSTPONED
Lots of people anticipated an altseason similar to 2017 and 2021.
So the large query turned: are altcoins useless?
The reply is not any : macro merely hasn’t allowed the rotation but.
Quantitative tightening and decreased central financial institution liquidity have made it tougher for capital to spill into smaller-cap, high-risk property. That’s why the altseason everybody anticipated by no means absolutely ignited.
QT may finish as early as subsequent month, and one other fee minimize is anticipated in December.
When liquidity returns, rotations can speed up quick.
As retail panics, whales quietly accumulate throughout this chance.”
The tweet ended with this graph:
In response to this graph, ETH/BTC pair is at the moment trending downwards following important losses incurred by Ethereum. This sample, CryptoRus argues, was noticed at the start of 2017 and within the first half of 2021. A significant altcoin bull market led by Ethereum instantly adopted this development, main Bitcoin to lose its market dominance. The analyst believes historical past is about to repeat itself right here.
The Future
In response to CryptosRus and a number of analysts on X, the altseason has solely been delayed this time round, and it’ll happen sooner or later. The delay, nevertheless, has penalties and can’t be dismissed simply, as it might break the 4-year cycle of the crypto market considerably.
The reason being that every one three earlier halvings, i.e., 2012, 2016, and 2020, have been adopted by main bullish value motion within the years that adopted. 2013, 2017, and 2021 had damaged information and resulted in main value appreciations. 2017 and 2021 had been particularly essential in crypto historical past, as they unleashed altseasons that benefited cryptocurrencies past BTC.
Nevertheless, the 2024 halving and the next 2025 calendar 12 months have did not match the vitality of the earlier post-halving years.
We have now seen some dogged ATHs from Bitcoin, Ethereum, and BNB, however the remainder of the crypto market has carried out underwhelmingly, to say the least. 2025, due to this fact, has thus far been the worst such instance in historical past, which is a explanation for concern for crypto customers, a lot of whom have been ready for an altseason for a greater a part of the final 4 years.
That is why they want to see a giant altseason in 2026 and declare it’s delayed and never cancelled altogether. They blame Quantitative Tightening (QT) and different financial obstacles. To a sure extent, that’s true. Nevertheless, completely different asset courses, such because the inventory market and commodities like Gold and Silver, are performing a lot better and aren’t anticipated to come back down anytime quickly.
In any case, even when BTC rebounds strongly in 2026 and we’re lucky sufficient to witness one other altseason, the 4-year cycle is probably going useless, and the significance of the 12 months following the halving is now diminished.
