### Altcoin Market Zero-Sum Game#

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Hot Topic Overview

Overview

The altcoin market is currently in a zero-sum game, characterized by players competing against each other with no new capital inflows, resulting in a total market cap lower than its historical high. Despite Bitcoin's market cap doubling, the altcoin market is merely experiencing a rotation within itself, with only a few altcoins possessing strong use cases and narratives surviving. This indicates that the altcoin market is highly competitive, and only projects with unique value and advantages will be able to stand out in the future.

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Analysis

The altcoin market is currently in a fierce zero-sum game, meaning that the growth of some altcoins will come at the expense of others. Although Bitcoin's market cap has doubled, the total market cap of altcoins remains below its previous all-time high, indicating that there is no new money flowing into the market and the competition between altcoins is simply a rotation of funds between different projects. In this scenario, only a handful of altcoins with strong use cases and narratives will survive, while others will face the risk of being eliminated. This suggests that the altcoin market has entered a highly competitive stage, and only those projects that can deliver real value and attract investors will succeed in the future.

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Classic Views

The altcoin market is currently in a zero-sum game.

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There is no new capital flowing into the altcoin market, it is just rotating internally.

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Only a few altcoins with strong use cases and narratives will survive.

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The altcoin market is a player-versus-player competitive environment.

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