Is an Altcoin Season Coming? If So, What Will It Look Like? Strategist Raoul Pal Weighs In
Speaking at Binance Blockchain Week 2025, Real Vision CEO Raoul Pal made exciting and bold predictions about the future of cryptocurrency markets.
Pal describes the current market pullbacks not as the beginning of a widespread bear market, but as a healthy correction within a major bull run. According to the renowned strategist, 2026 will be a period when macro liquidity floods into the markets. This could cause the market to break its traditional four-year cycle patterns, giving way to one of the largest crypto supercycles in history.
Pal's “2026 Alpha Thesis” centers on global liquidity flows. Arguing that 90% of Bitcoin price movements can be directly explained by liquidity, Pal states that the Trump administration's fiscal stimulus and regulations within the US Treasury system (such as SLR) will force banks into a massive influx of capital.
Pal argues that January and February 2026 will serve as a litmus test for the market, predicting that a strong surge during these months will ultimately prove the supercycle theory. Particularly with the weakening of the dollar and the increase in the global money supply, capital is expected to shift from Bitcoin to assets lower down the risk curve.
Raoul Pal, who also delivered important messages regarding the altcoin world, points to a clear macro indicator for the “altcoin season” that investors are eagerly awaiting. Arguing that altcoins, which move in parallel with the business cycle, will experience a real boom once the ISM survey surpasses the 50-point threshold, the strategist predicts that Bitcoin dominance will rapidly decline during this period.
Pal argues that the AI narrative will be permanent, but the highest risk-return ratio will still be found in the crypto ecosystem, particularly in next-generation Layer 1 projects like Sui, where network metrics are rapidly growing. According to Pal, the influx of new capital into the market will be so large that token unlocks or supply increases will not be enough to halt this rise.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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