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How are you boys feeling about the future of altcoins?
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Date: July 11th, 2025 2:31 PM Author: .,.,,.,..,,..,..,,.,..,....,,...,. Bitcoin seems like it’s sticking around, but altcoin space feels a lot murkier.
With the rise of AI poised to trigger mass white collar unemployment and total market collapse, has that changed how you’re thinking about altcoins? Or are you still out there apeing into random stuff like it’s 2021?
Genuinely curious where people are at these days. |
Date: July 11th, 2025 2:34 PM Author: scholarship (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49093576) |
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Date: July 11th, 2025 2:37 PM Author: .,.,,.,..,,..,..,,.,..,....,,...,. are we gonna make it bro? I'm holding like 1400 SOL still (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49093583) |
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Date: July 11th, 2025 2:47 PM Author: scholarship Yes (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49093609) |
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Date: July 11th, 2025 9:52 PM Author: bath faith jew engaging in argument in bad faith ((zurich is stained)) i have 700 brother (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094829) |
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Date: July 11th, 2025 3:16 PM Author: .,.,,.,..,,..,..,,.,..,....,,...,. (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49093713) |
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Date: July 11th, 2025 4:17 PM Author: Dankey Kang Costanza trash (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49093886) |
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Date: July 11th, 2025 4:56 PM Author: .,.,,.,..,,..,..,,.,..,....,,...,. 😞 (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094023) |
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Date: July 11th, 2025 4:59 PM Author: gedood persoon ETH is the play (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094038) |
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Date: July 11th, 2025 5:20 PM Author: .,.,,.,..,,..,..,,.,..,....,,...,. is SOL basically the unanimous #3 at this point though? (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094100) |
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Date: July 11th, 2025 5:48 PM Author: gedood persoon SOL is trash for a long term hold but i'm sure you can do well trading it (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094200) |
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Date: July 11th, 2025 5:54 PM Author: sensitive robot I think about this a lot, and the alt coin landscape has been much harder to analyze than before.
Altcoins have been SHIT against BTC recently.
More people are “getting” BTC as an distinct asset class, especially in the context of global monetary debasement and inflation.
Re: alts. One argument is that most alts are undergoing a fundamental repricing. One reason could be that the blockchain techs that were supposed to be disruptive and society shifting haven’t been really delivering something close to that. The biggest new “product” has been meme coins, and it’s debatable how valuable they are as a new product and internet culture, but it’s hard to argue that meme coins justify the billions of $ poured into this space toward developing blockchain-native products that impact society.
The rise of HYPE, the only altcoin that’s reached ATH alongside of BTC, demonstrates that maybe, the bet should move toward something much more tangible and less reliant on speculation and murky imagination. Something not necessarily innovative but just a great solid product and tokenomics that can let people have CEX-level experience of trading perps, and a real revenue proving its worth as a platform.
Solana and Sui are the “bluechip alts” which have their thesis tied to the last bull cycle: great infra plays, the superior Ethereums that’ll function as launchpads of great apps that’ll be massively adopted by users worldwide. I think they could still do very well, but it’s been tougher to say that these are really the best bets, as they have stronger competition from categorically different investments like HYPE, ETH, and BTC. HYPE, in particular, challenges the L1 thesis by showing that a single focused app can capture more user attention and value than a general-purpose chain.
The sentiment and narrative of ETH vs. the likes of SOL and SUI has improved. One reason is ETH is winning in institutional adoption, which was ETH’s thesis vs. the up and coming bluechip alts, that ETH already has a big advantage in the institutional space, and that’ll have a trickle down effect on drawing in consumers as well. Or maybe it doesn’t even need to win over normies. But ETH being used by Base and Robinhood (albeit only indirectly so through L2s) is not good for chains like Sol because Sol should have been chosen above them.
Other than these, I think the play is degen gambling on meme coins, depending on your risk preference (ranging from more established ones like fartcoin to real shitters launched fresh on pumpdot.fun).
This cycle seems to be about clarity and concreteness over delusionary speculation. BTC = macro asset. ETH = institutional infra. HYPE = great product with real users. |
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Date: July 11th, 2025 6:11 PM Author: .,.,,.,..,,..,..,,.,..,....,,...,. Appreciate this, feels like one of the more grounded takes I’ve seen lately.
Totally agree that BTC’s narrative is getting clearer and stronger. It’s hard to imagine anything dethroning it as the macro asset at this point. And yeah, the alt landscape feels like it’s being repriced around actual utility and traction, especially after the last cycle’s graveyard of hype coins that never shipped anything meaningful.
Your point on HYPE is interesting. I’ve been watching that one too and it does feel like one of the few projects where actual users and numbers are doing the talking. The single-use/app chain thesis is making a lot more sense now, less vapor, more stickiness.
That said, I’m still holding a decent stack of Solana. Curious how you see that playing out from here. Feels like it’s still got momentum, strong ecosystem, and way better UX than most, but I can’t tell if I’m being patient or just bagholding at this point. Would you keep riding it out, or start rotating into something like HYPE that’s already showing real traction? |
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Date: July 11th, 2025 6:22 PM Author: Gay Grandpa How anyway would a person trade SOL directly for HYPE? (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094365) |
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Date: July 11th, 2025 6:30 PM Author: gedood persoon use google to find an exchange that lists the pair (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094382) |
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Date: July 11th, 2025 6:33 PM Author: sensitive robot I’m in the same boat, holding mainly Solana, and my question is the same, am I being patient or bagholding. As of now, I won't be rotating and my take is that narratives come and go, and Solana will have its moment again. Also, I don't want to pay long term cap gain tax during rotation. But some points worth considering are:
1. I think Solana still has the best ecosystem of talented developers who ship constantly. Alpenglow and Firedancer will eventually ship, which will allow a native L1 perp apps to be built to challenge HYPE in UX. This culture of resilient and quick shipping seems to be a competitive advantage, favorable for a long time horizon.
2.Solana still offers one of the best crypto UX experience and is home to the biggest # of real users vs. other chains. So it’s still the best platform for new innovations and trends to emerge from.
3. HYPE’s FDV is half of Solana right now; there could be little upside left. But there's an argument to be made that FDV is a meme, especially in the bull cycle, and it could move up very strongly, so I’m cautious about this point.
4. Solana’s recent price action is likely related to overhang from the recent major unlock. Solana also is suffering from shit tokenomics and inflation, which will correct over time (through SIMD, hopefully).
Would love to have exeunt's take on this though. |
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Date: July 11th, 2025 6:37 PM Author: gedood persoon 1 is straight up false, the dev ecosystem on Ethereum is many times stronger.
2 is debatable, the UX is better sometimes, at other times you struggle through failed transactions. Not sure about "real" number of users, they are known to fudge numbers (e.g. see their claims about tps which include "voting" transactions that aren't real transactions anyone else would count). TVL is a small fraction of what is on Ethereum.
3 I have no comment on
4 Probably true, and there are massive unlocks to come. Tokenomics will continue to be shit and validators require subsidy to operate. In the long run this chain will become EOS 2.0, because it is not decentralized enough to create the type of trust institutions will need to build meaningful things on it. |
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Date: July 11th, 2025 6:52 PM Author: sensitive robot 1. Maybe # of devs, but I think Solana has a better culture of shipping things. One could argue that Eth's slow and cautious approach is a feature not a bug, but I think the rate at which Solana ships network changes (see Alpenglow) is a cultural advantage that will bear fruits over the long haul.
2. Real number of users is easy, anecdotally, all my 20s and 30s use Solana to send money overseas, trade memecoins, etc. Most people I talk to who use crypto on a regular basis default on using Solana with Phantom. Could be a selection effect but likely not, seeing how big the memecoin market has gotten. Solana’s real TPS, which mostly ranges from 800-1500, is still more than all other chains combined. TVL is a meme, or at least not very important, imo.
4. Solana doubters have been repeating this EOS 2.0 argument but that’s simply not true. Much stronger dev ecosystem and actual products being built and used by real users, make it incomparable to EOS. Also, both tokenomics and decentralization will improve over time. Tokenomics almost did, but SIMD failed by a close margin. |
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Date: July 11th, 2025 6:57 PM Author: gedood persoon 1. You are just talking about protocol upgrades? Ethereum has produced the two largest and most significant protocol upgrades of any blockchain, Dencun and the Merge. But I'm referring also to the ecosystems of developers who are producing things on chain, not just upgrades to the protocol itself.
2. Seems very anecdotal, the stablecoin market is dominated by Ethereum. And stablecoins dominate memecoins. But part of Solana's issue is that L2s are supplanting the need for Solana to produce memecoins (see volumes on Base for example). Also TVL isn't really a 'meme' it captures how much money is secured by the chain and has significant impacts such as available liquidity.
4. How will decentralization improve over time? If anything as subsidies dry up the meager number of validators will shrink even further. The cost to spin up a Solana validator is absurd, while the roadmap for Ethereum will result in validators being feasible on an Apple watch. |
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Date: July 11th, 2025 7:08 PM Author: To be fair (Semi-Retarded) To be fair,
I have been continuously holding a large bag of ETH since 2017 (still haven’t sold and have no plans to sell) and I have been operating in the crypto space for 13+ years now, and I think that a lot of your points here are either bullshit or grossly overstated in favor of ETH.
I completely understand BTC Maxis who take the position that all alts are trash. And like I said above, I have absolutely nothing against ETH, but I always LJL at ETH Maxis like you. Enjoy the cope brother. |
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Date: July 11th, 2025 7:09 PM Author: gedood persoon whoa cool i'm sure you can specifically point out and refute them then (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094502) |
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Date: July 11th, 2025 7:12 PM Author: To be fair (Semi-Retarded) To be fair,
LJL I am one of the true OG crypto bros on XO, you don’t think I know what I’m talking about and could indeed do that if I wanted?
Unfortunately for you, you’re a faggot who gets buck with me in other threads, so fuck you enjoy sneering at every other alt except for ETH I’m sure you’re right about that everything and you’ll get in everywhere you apply, brother! |
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Date: July 11th, 2025 7:14 PM Author: gedood persoon sounds like a totally sane response from a guy who totally has the points to win the debate (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094516) |
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Date: July 11th, 2025 7:15 PM Author: To be fair (Semi-Retarded) To be fair,
“Spend 30 minutes typing out a detailed refutation of all of my points or else you lose.”
Wow! Damn, guess I lost. Oh well. Congrats on the big internet win! |
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Date: July 11th, 2025 7:15 PM Author: gedood persoon no just picking one or two would be fine... or even identifying what i said that is false. but i doubt you can even do that (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094519) |
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Date: July 11th, 2025 7:21 PM Author: To be fair (Semi-Retarded) To be fair,
What do you actually want me to say?
Your position basically boils down to a sneering assertion that most of the shit that people claim about SOL’s current superiority is either grossly overstated or a flat out lie… meanwhile, you’re super bullish on ETH’s bright future because “the roadmap” means that someday soon (“trust me I know these things”) normies will be running lightning fast ETH nodes on their Apple Watches. Wow, that sounds both likely and believable, only true haters could ever be skeptical about that! ETH to the moon, just wait two weeks!
Anyway have a good one and keep being a dumb faggot, brother. |
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Date: July 11th, 2025 7:22 PM Author: gedood persoon Got it, so nothing I actually said is false. Thanks for the insight! (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094536) |
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Date: July 11th, 2025 7:25 PM Author: To be fair (Semi-Retarded) To be fair,
*Greedily slurps up more of Vitalik’s hot cum right off of a nice crisp copy of the latest mind blowing “ETH 10X Scaling Roadmap” White Paper*
“Holy shit, it really does taste just like frosting… just like he promised it would!!! Mmmmm!!!!” |
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Date: July 11th, 2025 7:28 PM Author: gedood persoon https://defillama.com/stablecoins/chains
😂 |
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Date: July 11th, 2025 6:27 PM Author: lock jaw Alt coins trash. Threw my life savings in BTC when it dipped around $85k lets see what unfolds (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094373) |
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Date: July 11th, 2025 7:02 PM Author: gibberish (?) If SOL hits $300 I'm selling. I don't think I'll regret it. I bought in late at $70. Actually the best thing that could happen to it long term is me selling. (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094477) |
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Date: July 11th, 2025 7:14 PM Author: To be fair (Semi-Retarded) To be fair,
1. Of course it will hit $300.
2. Never go all out of a major position on a blue chip crypto. Suicide stacks exist for a reason. |
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Date: July 11th, 2025 7:19 PM Author: gibberish (?) Ok fuck it I'll let it ride. Thank (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094528) |
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Date: July 11th, 2025 9:43 PM Author: .,.,,.,..,,..,..,,.,..,....,,...,. (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094822) |
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Date: July 11th, 2025 10:01 PM Author: bath faith jew engaging in argument in bad faith ((zurich is stained)) if it gets to 1000 i may sell. that'll put me near $1.5 million (if i add in my non-retirement holdings). that will allow me to quit working and live off around 175k a year for the next 20 years without touching my retirement accounts. (http://www.autoadmit.com/thread.php?thread_id=5749160&forum_id=2...id#49094843) |