Wintermute Warns: Altcoin Season Is Dead as Bitcoin Dominance Soars

Wintermute’s latest analysis shows retail capital rotating from altcoins back to Bitcoin and Ethereum as dominance trends higher, market liquidity thins, and token unlock schedules apply persistent downward pressure on risk assets.
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Bitcoin Falters as Gold Hits Record $4,475, AI Stocks Command Capital

Gold has surged past $4,475 and silver near $70 outpacing Bitcoin as it has hovered around $89K after $90K. ByteTree has said silver is starting to rival Bitcoin over time. Alphabet has agreed to buy Intersect for $4.75B, and miner Hut 8 has jumped on its HPC shift. $27.4B options expire on Deribit.
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Bitcoin Whales Unload 36.5K BTC, $3.37B Offloaded in December

Bitcoin whales in the 10k–100k BTC tier have shed 36,500 BTC since early December, about $3.37B while BTC has stayed in $85,000–$94,000 range. Analysts have watched exchange inflows and possible retest near $80,400, even as ETF inflows return and 100–1,000 BTC holders add. BTC was $89,646 at update.
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