Bitcoin Dominance Rises; Altcoin Season Delayed

Bitcoin’s resilience amid geopolitical tensions and a steady Federal Reserve has reinforced its market dominance, delaying the anticipated altcoin season. Institutional inflows via Spot Bitcoin ETFs, a 2.3× increase in corporate Bitcoin holdings in 2024, and favorable U.S. stablecoin legislation have concentrated capital in BTC. While traditional markets faced uncertainty from the Israel-Iran conflict and rate decisions, Bitcoin held firm. Analysts now eye a $100,000 support level—and even a potential run to $150,000—as improved geopolitical conditions and rising M2 money supply could fuel further gains. Traders are advised to focus on long-term HODLing, dollar-cost averaging to manage volatility, and strict risk management, while monitoring macroeconomic and regulatory developments.
Bullish
The convergence of geopolitical tensions, a steady Fed rate stance, and robust institutional inflows via Spot Bitcoin ETFs has reinforced Bitcoin’s market dominance and price stability. Corporate holdings multiplying and regulatory tailwinds further concentrate capital in BTC, postponing altcoin rotations. Forecasts targeting $100,000 as support—and even $150,000 under favorable macro trends—highlight strong upward momentum. In both the short and long term, these factors are likely to sustain buying pressure and bullish sentiment among crypto traders.