Crypto Rundown: Altcoin Season - What All Time Highs Are Coming Next?!

Altcoins entered what the hosts called a “popcorn season,” with some tokens rising as much as 300% in a few days. Quant gained about 250% over seven days and briefly reached the 300% range. Market sentiment remained in greed, but below extreme greed. Bitcoin and several leading altcoins cooled after Bitcoin met resistance, though the pullback was not dramatic. Hunter said spot Bitcoin ETFs took in $2.39 billion for the week, the largest weekly inflow since the October 2025 liquidation event, and viewed the inflows alongside a price pullback as evidence that passive buying was absorbing selling pressure.

Hunter characterized Bitcoin’s decline as a healthy pullback and preferred buying dips to panicking. Its quarterly chart showed three consecutive down quarters, with the low aligning with the 20-quarter moving average, but the current quarterly candle had not closed. A biweekly close above the previous quarter’s high was, in his view, an early higher-timeframe market-structure shift that made him more interested in adding risk on retracements. Another analyst identified about $78,000 as key support, citing the prior-quarter value-area high and the 50-day and 50-week moving averages, with volume thinning below that level. Holding $78,000 and reclaiming the yearly open would support a move toward $92,000–$93,000 and a possible test of $100,000, also described as a psychological level and the 61.8% Fibonacci retracement. A deeper retest near $70,000 remained possible; the yearly open had rejected price, and a move below the $83,000 high could offer a higher-low entry opportunity.

Quant was described as being in breakout mode, with market capitalization cited at $3.67 billion, up from about $2.96 billion and roughly $1.8 billion the prior weekend. After reaching discussed targets around $350–$380, it hesitated near its prior high. An analyst said Quant could reach all-time highs soon and viewed a pullback toward the four-hour chart’s 20-day moving average as a possible momentum entry. A drop below roughly $150–$160 could lead to a retest near the $100 breakout level, but that was not the base case. The analyst also questioned whether Quant’s reported tokenized-deposit clearing and settlement initiative for U.S. financial institutions, involving Citi and other banks, would create value for its token, and said more research was needed.

Ondo rose roughly 50% over several days, broke above its prior range high, and reached a target near $0.60. An analyst outlined a possible retest near $0.45, followed by targets at $0.75–$0.76 and $0.90–$1.00; a move below about $0.40 would invalidate the setup, though it was not the base case. Ondo announced its first three intelligent portfolios through a partnership with BlackRock. BlackRock research linked wider AI adoption with potential demand for related applications and tokens. More broadly, speakers said altcoin performance could persist despite hawkish rate expectations and the Clarity Act falling through, pointing to improved ETF flows, sentiment and a market breakout.

The regulatory discussion included the SEC’s innovation exemption, CFTC crypto rules sent to the White House, and an updated CFTC crypto-activities FAQ. A former CFTC chairman said agencies could use existing statutory authority to establish digital-asset rules regardless of the Clarity Act. Hunter cautioned that the SEC exemption was not simply “just a pilot.” Speakers also highlighted DeFi buybacks and burns enabled by fee-structure changes, describing them as significant developments, including for how tokens may be classified.

Blockchain.com is partnering with the New York Stock Exchange to give global users 24/7 access to tokenized U.S. equities and ETFs. Hunter said continuous trading technology already exists, but settlement delays and banks’ weekend closures have been obstacles; settlement timelines have moved from T+3 to T+2 to T+1. He argued that round-the-clock trading could improve efficiency, broaden retail participation, and add liquidity and trading fees, while potentially removing some arbitrage opportunities tied to information released on Mondays. Speakers said tokenized markets could widen access to U.S. companies and markets for people outside the country, and suggested integrated rules and infrastructure could be difficult for a future administration to unwind. The segment offers no broad forecast of which altcoins will next set all-time highs; Quant is the clearest asset-specific possibility discussed.