Crypto Funds Rotate From Bitcoin to Altcoins as Liquidity Surges, Solana and InfoFi Tokens Gain Momentum

HTX Research reports a growing shift in crypto market dynamics, where funds are rotating away from Bitcoin and into high-beta altcoins as global liquidity improves. On-chain analytics show rising activity on public blockchains like Solana (SOL) and Base, signaling potential for a new ’altcoin season.’ Bitcoin remains resilient amid ETF inflows, declining exchange balances, and robust accumulation by Asian and Middle Eastern investors, but analysts highlight that a drop in Bitcoin dominance below 52%, combined with sustained liquidity inflows, could confirm a decisive market shift toward altcoins. Institutional participation is accelerating, especially in the crypto lending and InfoFi sectors, with Wall Street’s entry marked by Cantor Fitzgerald’s $2B Bitcoin-collateralized credit facility and increased activity on Maple Finance (SYRUP), whose TVL surged from $800M to $1.3B in a month. InfoFi project CookieDotFun (COOKIE) is spotlighted as a potential undervalued rival to Kaito, trading at one-fifth Kaito’s market cap and poised for repricing as market interest grows. HTX has launched spot and futures products for these tokens, enhancing trader access. Traders are advised to closely track liquidity trends, sector rotations, and BTC dominance for potential momentum shifts that could ignite the next major rally in altcoins.