[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Adrian Morris [@Adrian_R_Morris](/creator/twitter/Adrian_R_Morris) on x 27.6K followers Created: 2025-07-05 11:11:10 UTC I have received some rather salty DMs about my @scottmelker vid post re: altseason. Tons of $XRP shills in there & memecoin lovers. Here's the other piece of this puzzle many are missing, I think it's going unappreciated that this is the first Bitcoin cycle where we haven't had depressed interest rates & QE | Stimulus. The "boom & bust" cycles we've seen in this space before were pure speculation fueled by cheap money | money printing. That is not what we are seeing here, this is an institutional pivot into Bitcoin. This "cycle" is being fueled by a growing reallocation of capital into a digital commodity that has been validated via the Bitcoin ETF's. $MSTR | $MTPLF give Bitcoin further validity as a transformative force in corporate finance. So that rotation into altcoins will be muted & with the exception of $ETH | $SOL I do not see a path where a true altseason takes place. The market I see today has too many coins | memes now presenting dilution of opportunity with a concentration of risk. XXXXXX engagements  **Related Topics** [$btc](/topic/$btc) [alts](/topic/alts) [memecoin](/topic/memecoin) [$xrp](/topic/$xrp) [tons](/topic/tons) [altseason](/topic/altseason) [xrp](/topic/xrp) [coins defi](/topic/coins-defi) [Post Link](https://x.com/Adrian_R_Morris/status/1941454805798629580)
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Adrian Morris @Adrian_R_Morris on x 27.6K followers
Created: 2025-07-05 11:11:10 UTC
I have received some rather salty DMs about my @scottmelker vid post re: altseason. Tons of $XRP shills in there & memecoin lovers. Here's the other piece of this puzzle many are missing, I think it's going unappreciated that this is the first Bitcoin cycle where we haven't had depressed interest rates & QE | Stimulus. The "boom & bust" cycles we've seen in this space before were pure speculation fueled by cheap money | money printing. That is not what we are seeing here, this is an institutional pivot into Bitcoin. This "cycle" is being fueled by a growing reallocation of capital into a digital commodity that has been validated via the Bitcoin ETF's. $MSTR | $MTPLF give Bitcoin further validity as a transformative force in corporate finance. So that rotation into altcoins will be muted & with the exception of $ETH | $SOL I do not see a path where a true altseason takes place. The market I see today has too many coins | memes now presenting dilution of opportunity with a concentration of risk.
XXXXXX engagements
Related Topics $btc alts memecoin $xrp tons altseason xrp coins defi