The Death of the "General Run": Why Sector Rotation is the Only Game Left.

[dannyatwork8]

Is anyone else noticing that the classic BTC -> ETH -> Large Caps -> Small Caps money flow is totally broken?

We keep waiting for a general run, but I think the market landscape has fundamentally changed.

Here’s my take:

Majors are too stable: BTC and ETH are institutional assets now. They don't move enough to generate the fees exchanges need.

Exchanges need the casino: To keep volume (and revenue) up, exchanges have to artificially pump specific narratives/sectors (like AI, Memes, or RWAs) one at a time.

The Result: If you aren't chasing the specific "flavor of the month," your portfolio is basically dead water.

The market is saturated. Exchanges can't rely on organic growth anymore, so they are manufacturing volatility in niche sectors to keep us trading.

Do you guys think we'll ever see a tide that lifts all boats again, or is this "PvP sector rotation" the new normal?

[SamReomo]

The market is saturated. Exchanges can't rely on organic growth anymore, so they are manufacturing volatility in niche sectors to keep us trading.

Not only exchanges but even whale traders pump some coins in order to trap newbie traders who get excited to see low marketcap coins getting pumped and put most of their money in such coins. Once the newbie traders put much money in those coins the whale investors and even sometimes exchanges dump the coins that they bought at low value and take the profit. It's a type of rug pull but in a legal way.

[Yaunfitda]

The market is saturated. Exchanges can't rely on organic growth anymore, so they are manufacturing volatility in niche sectors to keep us trading.

Not only exchanges but even whale traders pump some coins in order to trap newbie traders who get excited to see low marketcap coins getting pumped and put most of their money in such coins. Once the newbie traders put much money in those coins the whale investors and even sometimes exchanges dump the coins that they bought at low value and take the profit. It's a type of rug pull but in a legal way.

Not only traders, but well-known personalities, like Trump and recently, and I don't know if you are aware, you can read it here,

Former New York City Mayor Eric Adams is facing scrutiny from crypto traders after a memecoin he promoted appeared to suffer a sharp liquidity withdrawal shortly after launch.

https://finance.yahoo.com/news/former-bitcoin-mayor-eric-adams-052728722.html

So it is still cluster f**k and we don't know what will happen on a project that we invest, and overnight it could literally go to 0. And if I remember in the bull run of 2017, it seems what the OP describe as "flavor of the month" attack did happened. And if my memory serves me right, that time there will be certain coins that will be selected to be pump hard and everyone making money like in a wild wild west scenario. I think what the OP describes here could have been happening in the past already but we just didn't look at it very closely as everyone is enjoying the hype of 2017.

[SamReomo]

So it is still cluster f**k and we don't know what will happen on a project that we invest, and overnight it could literally go to 0.

That happened to me in past when I heavily traded meme coins of Solana, I've faced multiple multiple losses and saw many coins going down in value. Some of the coins were sitting at market cap of $5M and in a day they went to marketcap of just $5k.