Altcoin Rally Gains Momentum as BNB SUI ONDO Jump 100%+—Analysts Say Larger Expansion Likely

The altcoin market is experiencing a surge in momentum, with BNB, SUI, and ONDO each posting gains exceeding 100% in recent weeks. However, analysts caution that these early winners may not represent the peak of the cycle, as broader market conditions suggest the real altcoin rally could still be in its infancy. On-chain metrics highlight rising liquidity and total value locked (TVL) across altcoin ecosystems, but retail sentiment remains cautious, indicating that the current phase may serve as a precursor to a larger market expansion [1].

BNB, a long-standing Layer 1 token, has reclaimed its 2021 price structure after breaking through key resistance levels, drawing attention from both institutional and retail investors. Despite its strong performance, transaction volume on the BNB Chain has declined, signaling a potential disconnect between speculative demand and actual usage growth. Analysts note that BNB’s dominance is largely tied to its exchange infrastructure, which continues to anchor its visibility in the market [1].

SUI’s rapid ascent—surpassing 120% in a short span—has been attributed to its innovative parallel transaction processing model, which has attracted DeFi projects and Layer 1-focused funds. However, its TVL remains low compared to its price action, suggesting the rally is driven more by narrative traction than fundamental adoption. Observers emphasize that SUI’s ability to sustain momentum will depend on its capacity to attract developers and institutional participants beyond speculative inflows [1].

ONDO, a tokenized real-world assets (RWA) project, has seen significant institutional backing, including partnerships with BlackRock and other asset managers. Its 100%+ rally has positioned it as a standout in the RWA sector, though analysts warn that its valuation may have already priced in much of its short-term upside. While ONDO’s focus on tokenized treasuries aligns with growing interest in RWAs, its long-term success will hinge on broader adoption and regulatory clarity [1].

Despite these gains, market researchers highlight that the broader altcoin index has yet to reach breakout thresholds typically seen in full cycles. Capital rotation into mid- and low-cap tokens—a pattern observed in prior bull runs—has not yet materialized. This suggests that the current rally may be consolidating gains before a wider expansion. Investors are advised to monitor ecosystem development and macro liquidity indicators, rather than fixating on price movements alone, as the market evolves [1].

Source: [1] [Don’t Fall for the Trap: BNB, $SUI, $ONDO Up 100%+—Why the Real Altcoin Rally May Be Just Starting.] [https://cryptonewsland.com/dont-fall-for-the-trap-bnb-sui-ondo-up-100-why-the-real-altcoin-rally-may-be-just-starting/]