FBS analysis predicts that the next altcoin rally will be defined by political and institutional forces, with liquidity concentrating in top tokens with strong fundamentals and political leverage. The top 10 altcoins have captured over 70% of the total altcoin market cap, compared to less than 50% in 2021. Tokens positioned to benefit include Solana, Ondo, Sui, WLFI, and Dogecoin.
FBS, a leading global broker, has published a new market analysis predicting that the upcoming altcoin rally will be significantly influenced by political and institutional forces. Unlike the retail-driven chaos of 2021, today's crypto market is characterized by increased selectivity and concentration of liquidity at the top, with the top 10 altcoins capturing over 70% of the total altcoin market cap by mid-2025 [1, 2].
According to FBS analysts, this shift is primarily driven by U.S. policy changes. Since returning to the White House, President Donald Trump has implemented a pro-crypto agenda, including executive orders opening 401(k) retirement plans to digital assets and new crypto-friendly legislation [1, 2]. This has created a fast lane for institutional adoption, directing liquidity towards a curated shortlist of politically connected and institutionally viable tokens.
Among the tokens positioned to benefit are Solana (SOL), Ondo (ONDO), Sui (SUI), WLFI (World Liberty Financial), and Dogecoin (DOGE) [1, 2]. Solana is boosted by political ties, ETF narratives, and strong technical momentum. Ondo is a leader in tokenized real-world assets with backing from Coinbase, BlackRock, and regulatory alignment. Sui has been added to WLFI's strategic reserve with backing from Trump-linked investors. WLFI is a Trump-branded project preparing a publicly listed treasury vehicle, potentially opening the door to wider institutional access. Dogecoin retains cultural staying power with support from high-profile figures.
The analysis stresses that while altseason is still ahead, traders should not expect "buy anything and it goes 100x" scenarios. Instead, liquidity will be directed towards a curated shortlist of tokens with strong fundamentals and political leverage. "Crypto is entering a new era," FBS concludes. "Market cycles are increasingly shaped by institutions and policy, not just retail enthusiasm" [2].
References:
[1] https://finance.yahoo.com/news/fbs-analysis-highlights-political-shifts-150050632.html
[2] https://www.morningstar.com/news/pr-newswire/20250827ln60181/fbs-analysis-highlights-how-political-shifts-are-redefining-the-next-altcoin-rally
Comments
No comments yet