Bitcoin’s Dominance Decline Signals Impending Altcoin Season
The cryptocurrency market is exhibiting early signs of a significant paradigm shift, with Bitcoin's market dominance showing a notable decline from 65% in June 2025 to 59.77% by November 2025. Seasoned analysts interpret this movement as a traditional precursor to what is commonly referred to as an 'altcoin season,' a period where alternative cryptocurrencies (altcoins) historically outperform the market leader, Bitcoin. This shift suggests a changing dynamic where capital may begin rotating from Bitcoin into a broader array of digital assets. The current market behavior, where altcoin prices either fall slower than Bitcoin's or rise more rapidly during uptrends, is seen as a key indicator pointing investors toward emerging opportunities beyond the flagship cryptocurrency. This evolving landscape hints at a maturation phase for the crypto ecosystem, where diversification and sector-specific narratives within the altcoin space could drive the next major wave of growth and innovation in the digital finance sector.
Altcoins Signal a Paradigm Shift: How the Crypto Landscape is Shaping Up
Seasoned cryptocurrency analysts are detecting early signals of a potential altcoin season, with market dynamics diverging from historical bull cycles. Bitcoin's dominance has slipped from 65% in June 2025 to 59.77% by November—a traditional precursor to altcoin outperformance. "When Bitcoin's price falls faster than alts or they rise more rapidly, the compass starts pointing elsewhere," noted one analyst during a market podcast.
The Federal Reserve's anticipated conclusion of quantitative tightening on December 1, 2025, may serve as rocket fuel for digital assets. Liquidity injections could trigger capital rotation into altcoins, particularly as sporadic price movements among individual tokens suggest accumulating momentum. Asian market activity appears to be running in parallel with these developments, though the US monetary policy remains the primary catalyst.
SWC Expands Bitcoin Holdings Amid Rebranding Push
SWC CEO Andrew Webley confirmed the company's latest Bitcoin acquisition, adding 4 BTC to its treasury this week. The move aligns with SWC's long-term digital asset strategy, yielding a 1.74% quarterly return—a figure Webley describes as competitive against industry benchmarks.
The Smarter Web Company simultaneously progresses with its corporate rebrand, finalizing a new website and creative assets. This dual focus on asset accumulation and brand positioning comes ahead of SWC's scheduled appearance at the Aquis Showcase on November 19, signaling heightened market visibility.
Capital discipline remains central to SWC's approach. The firm recently secured £0.3 million through an ATM-style financing facility, demonstrating measured growth tactics amidst volatile market conditions.
Whale Sell-Offs Threaten Bitcoin’s Rally Amid Persistent Onchain Outflows
Bitcoin’s price recovery faces new headwinds as long-term holders, often referred to as 'OG whales,' have been offloading substantial amounts of BTC throughout 2025. This activity has reignited fears of a deeper market correction. Charles Edwards, co-founder of Capriole Investments, notes that these 'super whales' are liquidating holdings at an unprecedented rate, with transactions exceeding 1,000 BTC per hour since early 2025.
On-chain data reveals heavy selling from wallets dormant for seven years or more, with transactions frequently surpassing $100 million and even $500 million. bitcoin currently trades nearly 19% below its October all-time high of $126,000, leaving analysts divided on whether this decline is a temporary pause in the bull cycle or the beginning of a more severe retracement driven by whale activity.
Glassnode data confirms a consistent pattern of distribution by long-term holders since November 2024, suggesting this is more than isolated profit-taking. One notable whale, identified as 'Bitcoin OG Owen Gunden,' recently moved 3,600 BTC (approximately $372 million), including a 500 BTC deposit to Kraken, potentially signaling active liquidation.
Bitcoin Breaks Free from Four-Year Cycle: What’s Next for Cryptocurrency?
Bitcoin has diverged from its historical four-year cycle tied to block reward halvings, marking a structural shift in its market behavior. Science writer Shanaka Anslem Perera notes that traditional indicators like the Pi Cycle and MVRV Z-Score remain silent, suggesting an ongoing consolidation phase rather than a cycle peak. The October 2025 peak of $126,270 and subsequent 21% pullback defied expectations of an 84% crash based on past patterns.
Institutional adoption via ETFs is reshaping Bitcoin’s demand dynamics, decoupling price action from retail-driven halving cycles. The asset’s growth now operates on a broader timeframe, with Perera emphasizing that the bullish trend remains intact despite the cycle disruption.
MicroStrategy's Stock Hits 52-Week Low as Bitcoin Correlation Weighs on Performance
MicroStrategy (MSTR) shares plummeted to a 52-week low of $219.68 on November 7, mirroring Bitcoin's downturn. The stock has shed 40% over three months, reflecting its tight correlation with cryptocurrency markets. TipRanks' AI Analyst Ivy Interfayce slashed the price target to $246 from $276, maintaining a Hold rating with just 1.68% projected upside.
The automated analysis scores MSTR 57/100, acknowledging strong Q3 earnings while flagging cash FLOW challenges and regulatory risks. MicroStrategy's unique position as a corporate Bitcoin proxy continues to drive volatility, with its treasury strategy now holding 158,400 BTC worth approximately $5.3 billion at current prices.
Arthur Hayes Forecasts Extended Crypto Bull Run Fueled by Global Liquidity Surge
BitMEX co-founder Arthur Hayes predicts a prolonged cryptocurrency bull market, extending potentially until 2027-2028. The driving force? Unprecedented global liquidity expansion as governments increase spending without corresponding tax hikes.
Traditional Bitcoin halving cycles are becoming less relevant, Hayes argues. Market dynamics now respond more to macro liquidity flows than supply shocks. This structural shift creates sustained upward pressure on digital assets as both retail and institutional investors seek inflation hedges.
The new paradigm suggests smoother price appreciation with fewer severe corrections. "We're witnessing liquidity-driven expansion waves dominating market behavior," Hayes observed during a Coin Bureau interview. His analysis implies crypto markets are maturing beyond speculative cycles into a sustained asset class rally.