Markets· ★★★· neutral·

Delphi Digital: This Is Not an Altseason but a 'Market for the Selective' — Gains Concentrated in ZEC, HYPE and Lighter

  • Delphi Digital: gains are concentrated in ZEC, HYPE and Lighter, not across the market
  • No simultaneous breakout in BTC, ETH and SOL, the signal of a broad altseason
  • The altcoin rally does not confirm a structural inflow of new money into crypto
  • Robinhood: about 200 tokenized stocks on Robinhood Chain in 120+ countries
Why it matters: If gains remain isolated and BTC, ETH and SOL fail to break out together, the current rally may prove to be capital reallocation rather than the start of an altseason.
Source: TokenPost