7 trillion cash flowing into crypto? Huobi HTX "Fire Partner 1+1" talks with crypto OGs: decoding September's alt season and new opportunities in the crypto market
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7 trillion cash flowing into crypto? Huobi HTX "Fire Partner 1+1" talks with crypto OGs: decoding September's alt season and new opportunities in the crypto market
Most funds will still flow into Bitcoin. Bitcoin's fixed supply and long-term expectations surpassing those of gold make it the most secure investment option.
Navigating Web3 tides with focused insightsOn August 18, HTX's latest episode of "Huoban 1+1" invited Mao Maojie and ChaogeBTC to深入 discuss Web3, cryptocurrency market trends, and their views on the potential altseason, centered around the theme "Will the arrival of seven trillion in cash trigger a full-scale altseason in September?"
Huoban 1+1: Please introduce yourselves.
Mao Maojie: Entered the industry in 2019, primarily focusing on primary project research, community observation, and secondary market trading strategies. I regularly share insights across multiple platforms, with particular interest in popular sectors such as DeFi and AI.
ChaogeBTC: A veteran OG since 2013, having experienced multiple bull and bear cycles. My core strategy is "long-term Bitcoin holding," and I've participated in infrastructure investments including mining farms, wallets, and exchanges.
Huoban 1+1: What are your firsthand experiences and signals indicating an altseason?
Mao Maojie: My first impression of altcoins came during the 2021 bull market, when daily screenshots of exchange gains were shared widely in communities—projects doubling or even increasing 10 to 20 times was astonishing. At that time, discussions weren't just about BTC; there was strong enthusiasm for sectors like DeFi, reflecting heightened market sentiment. Most memorable was how altcoins surged dramatically during the bull run but also corrected sharply, leading to extreme emotional swings in the market.
The main signal for altseason comes from the热度 of community discussions. Information spreads quickly in crypto circles, and professional traders or community observers often share on-chain data or project updates. When discussion热度 rises, candlestick charts typically reflect this shift in market sentiment. For example, after Bitcoin or Ethereum hits new highs, liquidity tends to spill over into altcoins, and project teams or whales may take the opportunity to pump alt projects. This is a classic sign of hot money flowing in.
In the past, altseasons were mainly driven by surges of hot money, resulting in a "wild west" growth pattern. However, this cycle is different due to factors like the Trump administration’s support for crypto, stablecoin market development, and increased regulation. Bitcoin being recognized as a reserve asset by the Federal Reserve, along with higher project standardization, means liquidity isn't as wild as before. The altseason cycle has lengthened—for instance, a project might rise 3–4x over six months through positive news rather than spiking 10x in a short period. Regulation and greater market rationality are key reasons behind this shift.
ChaogeBTC: Altseason is usually triggered by the wealth effect generated from sharp increases in major coins like BTC and ETH, which attract external or观望 capital. These investors are unwilling to buy Bitcoin at high prices and instead turn to altcoins. Currently, Ethereum's price rise could spark new wealth stories, increasing the likelihood of altseason. In the long term, only if Ethereum breaks out to new highs will it truly ignite altseason.
Additionally, while Coinbase's definition—"75% of the top 50 market cap tokens outperform BTC within 90 days"—is accurate, it's too lagging. By the time this benchmark is met, half of the altseason may already be over. A more effective approach is to monitor Web2 indicators such as Google Trends or Baidu Index to see whether crypto is gaining broader public attention.
Huoban 1+1: How can one learn trading in Web3 and get through the beginner phase? What current profit opportunities exist in Web3?
Mao Maojie: Beginners often experience "beginner's luck," but this doesn't last. Be mentally prepared for losses—it's part of the learning process. Clearly define how much loss you can tolerate and set stop-loss points. Fund security is more important than chasing every new project, as new projects emerge constantly. Follow large capital players (like Grayscale) or well-known project leaders (like Sun Brother), as they have stronger credibility and long-term strategies, making their projects relatively stable. Avoid obsessing over candlesticks every day. Stay calm and avoid emotional trading. Build a solid foundation by studying trading concepts, indicators, and policies.
Web3 still offers more opportunities than traditional industries, with greater freedom. Recommended areas include: Popular sectors: such as DeFi+AI, Web3+AI, and new assets on exchanges (e.g., projects listed on HTX). Low-cost participation: such as airdrops, referral rebates, mining, and Launchpad. While overnight riches are less common, returns in a regulated market still outperform traditional jobs. It's advisable to study the market and identify promising projects.
ChaogeBTC: As an old-timer and practitioner, I remain bullish on BTC long-term. New users should not be tempted by 100x futures or 1000x meme coins. Futures trading carries high risk, and martingale-style position averaging will inevitably lead to liquidation. Meme coins are more gambling than investing. Start with zero- or low-cost activities like airdrops, content creation, or exchange referral programs to build experience and capital.
Huoban 1+1: How do you view the flow of macro-level capital?
Mao Maojie: The majority of funds will still flow into Bitcoin. Its fixed supply and long-term outlook surpassing gold make it the safest investment. Major institutions and project teams also prefer holding Bitcoin as a strategic corporate asset.
ChaogeBTC: The 7 trillion yuan in sideline funds mostly represent short-term capital with brief investment cycles. They will enter the crypto market but primarily favor mainstream coins or VC-backed projects, not high-risk altcoins. Their hallmark is quick in-and-out moves, not long-term holding.
Huoban 1+1: What are your thoughts and suggestions regarding HTX and HTX DAO?
Mao Maojie: HTX is the first exchange in the industry governed by a DAO structure—a highly unique and forward-looking model. It allows users to genuinely experience community governance in practice, representing a long-term and promising journey.
In recent years, HTX has become more professional and international in branding, team management, public image, and asset listing (with Sun Brother personally overseeing listings). I suggest HTX become more proactive in asset deployment, introducing more projects tied to trending narratives (such as AI and Web3 gaming) to provide users with more trading opportunities.
ChaogeBTC: At a time when most institutions have abandoned the spirit of decentralization, HTX and HTX DAO stand among the few mainstream players still carrying forward and promoting the DAO ethos. This is beneficial for the entire industry's development.
About HTX
Founded in 2013, HTX has evolved over 12 years from a cryptocurrency exchange into a comprehensive blockchain business ecosystem, covering digital asset trading, financial derivatives, research, investment, incubation, and other services.
As a global leader in Web3, HTX adheres to a development strategy focused on global expansion, ecosystem prosperity, wealth effects, and security compliance, providing cryptocurrency enthusiasts worldwide with comprehensive, secure, and reliable value and services.
To learn more about HTX, visit https://www.htx.com/ or HTX Square, and follow X, Telegram, and Discord. For further inquiries, contact glo-media@htx-inc.com.
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