– Coinbase reports altcoin market cap surged 50% since July 2025, signaling potential altcoin season amid Bitcoin’s declining dominance to 59%.
– Institutional demand for Ethereum (ETH) drives capital reallocation, with treasuries holding 2% of ETH supply and boosting correlated tokens like LDO (+58% MoM).
– Favorable U.S. SEC guidance on staking and anticipated Fed rate cuts could redirect $7.2T in money market funds toward riskier crypto assets.
– Coinbase notes improving liquidity and regulatory conditions, projecting sustained altcoin momentum as Q3 2025 progresses.
