September Set to Ignite Altcoin Season as Bitcoin Dominance Cracks: Coinbase Institutional

Bitcoin’s iron grip on crypto markets is finally slipping—and altcoins are poised to erupt.

Market shifts ahead

Coinbase’s institutional team spots the cracks: capital is rotating out of BTC as traders hunt for bigger alpha in smaller caps. The usual cycle is playing out—just later than the permabulls predicted (as usual).

Timing the flip

September’s historical volatility spikes align with thinning liquidity. Perfect conditions for altcoin breakouts when ETH and SOL lead the charge. Retail FOMO hasn’t even hit yet.

Wall Street’s watching

Institutions are quietly building altcoin baskets while pretending to care about ‘store of value’ narratives. The real play? Front-running the mom-and-pop investors who’ll overpay in October.

One rule remains: the ‘dumb money’ always arrives just in time for the smart money to exit.