### Altcoin Market Zero-Sum Game#

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Hot Topic Overview

Overview

The altcoin market is currently in a zero-sum game, with altcoins competing against each other for limited funds. Although Bitcoin's market cap has doubled, the total market cap of altcoins is still below its previous all-time high, with no new capital flowing in, only internal rotation. In this situation, only a few altcoins with strong use cases and narratives can survive, while others face the risk of being eliminated.

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Analysis

The altcoin market is currently in a zero-sum game, meaning that the gains of some altcoins will come at the expense of others. Although Bitcoin's market cap has doubled, the total market cap of altcoins is still below its previous all-time high, indicating that there is no new money flowing into the altcoin market, only internal rotation within the existing pool of funds. In this scenario, only a handful of altcoins with strong use cases and narratives will survive, while others face the risk of being eliminated. Ki Young Ju, CEO of CryptoQuant, points out that the altcoin market is currently a player-versus-player game, and only those projects that can attract investor attention and deliver real value will ultimately prevail.

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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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