A duk lokacin da kasuwar crypto ta shiga wani yanayi na rashin tabbas, tambayar da mafi yawan masu saka jari ke yi ita ce: "Shin Altcoins za su sake tashi?" A dandalin X (Twitter), za ka ga mutane da dama suna cewa "Altseason ya kusa," wasu kuma suna cewa "duk wanda bai sayi altcoins yanzu ba zai yi nadama."
Amma idan aka kalli bayanai da kuma yanayin kasuwa ba tare da son zuciya ba, gaskiyar ta bambanta da abin da ake ta yaɗawa.
Ba Dukkan Altcoins Ba Ne Za Su Rayu
A shekarun baya, musamman a bull run na 2017 da 2021, kusan duk wani coin yana hawa saboda kuɗi suna shiga kasuwa ba tare da tantance inganci ba. Wannan ne ya sa aka ga dubban altcoins suna samun hauhawar farashi mai ban mamaki.
Sai dai kasuwar crypto ta yau ta sauya.
Yanzu masu zuba jari, manyan kamfanoni da cibiyoyin kuɗi sun fi mayar da hankali kan projects da suke da:
Amfani na zahiri (Real Utility)
Masu amfani na gaske
Kuɗaɗen shiga (Revenue)
Ci gaba mai dorewa
Ƙwararrun masu haɓakawa
Masana suna ganin cewa idan wani sabon altseason zai zo, ba zai ɗaga dukkan altcoins ba kamar yadda aka saba a baya. Maimakon haka, za a ga wasu kaɗan ne kawai suke cin gajiyar kasuwar.
Bitcoin Har Yanzu Shi Ne Ke Jan Ragamar Kasuwa
Babban abin da ke hana altcoins yin ƙarfi shi ne Bitcoin Dominance.
Bitcoin Dominance yana nuna yawan kaso na dukkan kuɗin da ke cikin kasuwar crypto da Bitcoin ke riƙe da shi.
Idan wannan kaso yana ƙaruwa:
Kuɗi suna shiga Bitcoin fiye da Altcoins.
Altcoins sukan yi rauni.
Idan kuma Bitcoin Dominance ya fara sauka:
Wannan na iya nuna cewa kuɗi suna fara komawa Ethereum da sauran altcoins.
Wannan ne ake kira farkon "capital rotation."
Saboda haka, ba wai ganin Bitcoin yana hawa kaɗai ke nufin altcoins za su tashi ba.
Me Ya Sa Altcoins Da Dama Suka Rushe?
Akwai manyan dalilai da suka jefa dubban altcoins cikin matsala:
An ƙirƙiri coins masu yawa ba tare da wani amfani na zahiri ba.
Wasu sun rasa kwarewar development.
Wasu kuma karyewar community.
Ƙarancin Liquidity.
Masu saka jari sun fi komawa Bitcoin saboda yana da ƙarancin haɗari idan aka kwatanta da ƙananan altcoins.
Saboda haka, akwai altcoins da dama da watakila ba za su sake komawa kololuwar farashinsu ba.
To Wane Irin Altcoins Ne Za Su Iya Tsira?
A yau kasuwa ta fara fifita projects da suke da ingantaccen tushe.
Misalan bangarorin da suke jan hankali sun haɗa da:
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Layer-1 blockchains masu ƙarfi
AI projects
Real World Assets (RWA)
DeFi
Stablecoin infrastructure
Blockchain da ke haɗuwa da manyan cibiyoyin kuɗi
Waɗannan su ne bangarorin da ake ganin za su fi tasiri idan sabon zagayen Bullrun ya zo.
Abin Da Wasu Influencers Ba Sa Faɗa Maku
A kafafen sada zumunta za ka ga mutane suna cewa:
"Altseason ya fara."
"Buy the dip."
"100x loading."
Amma mafi yawan waɗannan maganganun ba sa dogara da bayanan kasuwa.
Gaskiyar magana ita ce:
Ba kowanne altcoin ne zai ba ka riba ba.
Kasuwar crypto ta zama kamar kasuwar hannayen jari. Masu saka jari suna bincike sosai kafin su saka kuɗinsu. Wannan babbar manuniya ce cewa dole muyi karatun ta nutsu.
Abubuwan Da Ya Kamata Ka Mayarda Hankali Akai A Matsayinka Na Investor
Idan kana son gano yiwuwar dawowar altcoins, ka fi mayar da hankali kan:
Bitcoin Dominance
Ethereum strength
Liquidity da ke shiga kasuwa
Open Interest
Funding Rate
Volume
Adoption
Revenue na project
Active users
Waɗannan su ne alamomin da suka fi muhimmanci fiye da maganganun influencers.
Daga Ƙarshe
Shin altcoins za su sake farfaɗowa?
Amsa ita ce: Eh... amma ba dukkansu ba.
Sabuwar kasuwar crypto ba za ta yi wa kowane coin adalci ba kamar yadda aka gani a baya. Lokacin da kuɗi suka dawo kasuwa, za su fi shiga projects da suka tabbatar da usecase, utility mai ƙarfi da kuma girman community.
Saboda haka, babban kuskuren da zaka yi shi ne ɗaukar cewa duk wani altcoin zai sake kafa sabon all time high.
A wannan sabon zamani na crypto, inganci ya fi muhimmanci fiye da yawan coins da mutum yake riƙe da su. Wanda ya yi bincike mai zurfi, ya fahimci yanayin kasuwa kuma ya zaɓi ingantattun projects, shi ne zai fi samun damar cin gajiyar zagayowar kasuwa ta gaba.
