In 2025, capital influx into the crypto market is characterized by high concentration.
Spot ETFs and digital asset tools continue to channel liquidity into Bitcoin, Ethereum, and a few leading large-cap coins. Meanwhile, the large-scale altcoin rotation that the market has been anticipating has not yet started. This reflects an institutional capital allocation tilt—incremental capital entering through regulated channels primarily focuses on mainstream coins rather than dispersing into long-tail assets. As a result: although the market has gained new flows, their distribution is highly uneven, exacerbating valuation concentration among top coins.
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WalletDetective
· 21h ago
It's the same story of BTC and ETH eating the meat, while small-cap coins sip the soup... This is how institutions operate—safety first.
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GateUser-e87b21ee
· 21h ago
The spring of altcoins is still a long way off. Institutions are only interested in mainstream coins. It seems we have to wait and see if there are any more surprises.
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Web3Educator
· 21h ago
so basically what everyone's missing here is... institutions aren't stupid. they're just playing it safe with btc and eth while we're all still waiting for altseason like it's some kind of mythical event lmao. the concentration thing? fundamentally speaking, that's exactly what happens when money gets gatekept through "legitimate" channels ngl
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HodlKumamon
· 21h ago
Xiong Xiong is heartbroken. This wave is clearly institutions playing the "Matthew Effect"—big coins and second-tier coins get the meat, while small coins can't even get the broth.
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EntryPositionAnalyst
· 21h ago
It's the same old story again. When institutions enter the market, they only focus on BTC and ETH. The spring of altcoins is still a long way off.
In 2025, capital influx into the crypto market is characterized by high concentration.
Spot ETFs and digital asset tools continue to channel liquidity into Bitcoin, Ethereum, and a few leading large-cap coins. Meanwhile, the large-scale altcoin rotation that the market has been anticipating has not yet started. This reflects an institutional capital allocation tilt—incremental capital entering through regulated channels primarily focuses on mainstream coins rather than dispersing into long-tail assets. As a result: although the market has gained new flows, their distribution is highly uneven, exacerbating valuation concentration among top coins.