 
 
Main altcoins like BNB, Ripple’s XRP, and Solana (SOL) are at the moment going through stress from bearish market forces after a serious market stoop within the first half of November. The “altseason” hasn’t arrived on this cycle, leaving many merchants frightened, however a rising variety of crypto analysts imagine the market is due for a serious bullish rebound in 2026.
Altseason Delayed, Not Cancelled
Certainly one of these analysts is CryptosRus, a well-liked influencer with over 250,000 followers on X (previously Twitter). He tweeted:
“ALTSEASON WASN’T CANCELLED : JUST POSTPONED
Lots of people anticipated an altseason identical to 2017 and 2021.
So the large query grew to become: are altcoins lifeless?
 
The reply isn’t any : macro merely hasn’t allowed the rotation but.
Quantitative tightening and diminished central financial institution liquidity have made it tougher for capital to spill into smaller-cap, high-risk belongings. That’s why the altseason everybody anticipated by no means totally ignited.
QT might finish as early as subsequent month, and one other price reduce is anticipated in December.
When liquidity returns, rotations can speed up quick.
As retail panics, whales quietly accumulate throughout this chance.”
The tweet ended with this graph:
In line with this graph, ETH/BTC pair is at the moment trending downwards following important losses incurred by Ethereum. This sample, CryptoRus argues, was noticed originally of 2017 and within the first half of 2021. A serious altcoin bull market led by Ethereum instantly adopted this development, main Bitcoin to lose its market dominance. The analyst believes historical past is about to repeat itself right here.
The Future
In line with CryptosRus and a number of analysts on X, the altseason has solely been delayed this time round, and it’ll happen sooner or later. The delay, nevertheless, has penalties and can’t be dismissed simply, as it will break the 4-year cycle of the crypto market considerably.
The reason being that each one three earlier halvings, i.e., 2012, 2016, and 2020, have been adopted by main bullish worth motion within the years that adopted. 2013, 2017, and 2021 had damaged information and resulted in main worth appreciations. 2017 and 2021 have been particularly vital in crypto historical past, as they unleashed altseasons that benefited cryptocurrencies past BTC.
Nevertheless, the 2024 halving and the next 2025 calendar yr have didn’t match the vitality of the earlier post-halving years.
We’ve seen some dogged ATHs from Bitcoin, Ethereum, and BNB, however the remainder of the crypto market has carried out underwhelmingly, to say the least. 2025, subsequently, has to date been the worst such instance in historical past, which is a reason behind concern for crypto customers, a lot of whom have been ready for an altseason for a greater a part of the final 4 years.
This is the reason they want to see a giant altseason in 2026 and declare it’s delayed and never cancelled altogether. They blame Quantitative Tightening (QT) and different financial obstacles. To a sure extent, that’s true. Nevertheless, totally different asset courses, such because the inventory market and commodities like Gold and Silver, are performing a lot better and will not be anticipated to come back down anytime quickly.
In any case, even when BTC rebounds strongly in 2026 and we’re lucky sufficient to witness one other altseason, the 4-year cycle is probably going lifeless, and the significance of the yr following the halving is now diminished.
