### 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 competition among players without new capital inflows. This has resulted in the total market capitalization of altcoins falling below historical highs, with only internal rotation. This means that only a few altcoins with strong use cases and narratives will survive, while others face the risk of being eliminated.

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Analysis

The altcoin market is currently in a zero-sum game stage, characterized by player-versus-player competition. 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 in. The competition among altcoins is merely a rotation of funds between different projects. In this scenario, only a handful of altcoins with strong use cases and narratives will survive. This means that the altcoin market will undergo a brutal elimination process, and only those projects that can truly solve problems and possess unique value propositions will ultimately prevail. Investors need to choose carefully and avoid investing in projects that lack real-world applications and rely solely on hype, as they may eventually be eliminated by the market.

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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 (PvP) competitive environment.

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