The Altcoin Market Is At A MASSIVE Turning Point

Added: 2026-05-12

[00:00:00]Bitcoin has been dominating the markets for the last few weeks, but under the surface there is something very interesting that is starting to happen.

[00:00:10]A few altcoins are actually outperforming Bitcoin, and let me tell you that's been a while since we've seen this. Now, we need to take a deeper dive into what does this mean for the broader altcoin market, as well as what does it mean for the specific crypto coins that are currently outperforming Bitcoin.

[00:00:30]We've got that info in today's video, so if you are new to the channel and you want to stay up to date with the crypto space, the best thing to do is hit that subscribe button, and as you're down there, smash the like button. It truly helps out the channel. I can't thank you guys enough, and let's get in with the information that we have about altcoins.

[00:00:52]Diving right into it, we are seeing a little bit more hope in the crypto markets as we are seeing the prices of assets slowly but surely trend back up.

[00:01:02]Bitcoin leading the charge right around 80,000 to 81,000 dollars. What this has done for the crypto markets to this point is we have seen the Fear & Greed Index come back to a neutral state, which is something we haven't seen in the last few months. If you've been in crypto in the last few months, I mean, pat yourselves on the back because it has not been easy, and the road ahead may still not be easy, but the good thing is that you are still here, and you're still getting this information before anybody else does. And let me tell you, when prices skyrocket in the future, people are going to come back and ask us, what is the next 10 20X? And that is actually done in these current market conditions, and not at the peak bull markets. So, Fear & Greed back to neutral. If we take a look at Bitcoin searches over the last year or so, we can see that we have had a bit of an uptick in the last couple of weeks, coinciding with Bitcoin's price going up slightly. We can see there was a dip right around the end of April, and now in the beginning of May, we are seeing a bit more searches for the term Bitcoin.

[00:02:23]Now, before we get all excited, obviously nobody has a crystal ball.

[00:02:28]Nobody can tell you where Bitcoin is going to go, but if we take a look at the Bitcoin chart right now, for me to really get excited and start to just ape into everything, we're going to have to see a few things happen. Right now, Bitcoin, as we said, is right around 80,600.

[00:02:46]If we take a look at this weekly chart, I believe that we're going to have to break this level here of, you know, the previous lower high right around $90,000 to $93,000.

[00:02:59]This level is likely going to be the next big level of resistance for Bitcoin, because right now what we've done is we've had a top in October. We had a lower high in January. And right now, if we were to see Bitcoin reverse and, you know, go lower, it would be another lower high, basically continuing the entire bear market structure for Bitcoin. So, before we get excited, I would want to see Bitcoin break this previous lower high, and hopefully come back and test it, and basically send it from here. Now, whether or not that's going to happen, I cannot tell you, and nobody can tell you, but what we can look at is what are altcoins doing right now? And are altcoins at a spot that you should be buying? Of course, I'm no financial advisor, but I'm going to give you guys my opinions on specific altcoins as well as the broader altcoin market because I do think it's worth noting at these levels. So, first and foremost, if we take a look at what has happened over the last few weeks as we've seen altcoins start to move and people start to get excited once again, well, in the grand scheme of things, if we put the altcoins versus Bitcoin right now, we can see that not a whole lot has happened. This is weekly candles and ultimately speaking, we have had a bit of a jump from the bottom that we saw back in July of 2025. We saw the altcoin versus Bitcoin pair go from.34 to.35 and yes, that has been the entire move of altcoins versus Bitcoin and you've seen some altcoins do phenomenally well in the last few weeks.

[00:04:53]So, just imagine if we get an altcoin season later on, it's likely going to be very good just like in previous cycles, but again, I don't think we are there just yet. Going back to this chart, you need to understand that there is a possibility where Bitcoin heads lower, finds resistance as we pointed out, and heads lower which would bring the entire altcoin market down as well, which would ultimately bring this pair a little bit lower. And as we saw back in June, we had a 0.31 relationship between altcoins versus Bitcoin. Essentially speaking, this could bring the, you know, ratio down another 10 or so percent to reach some of the lows that it was back in June.

[00:05:41]And if it were to go all the way as low as 2019, we could potentially see, you know, another 10 to 15% drop on altcoin versus Bitcoin pairs. That is the caveat that I want to put out there because a lot of people are screaming, "Buy these coins now. It's your last chance." I think you should understand the risks before really aping into anything at this point in time. So, with that being said, what I would recommend you guys doing is looking at specific coins that you're bullish on right now and looking at it versus their Bitcoin pairs. If we take a look at a few of these examples, you have to understand initially that narratives are going to be key in this current market. Some narratives are doing very well, where others are just simply not gaining traction. Some of the ones that are outperforming right now, obviously AI, RWA are catching up, but those are definitely some of the hot topics right now. If we also combine the news and some of the catalysts that have happened or some catalysts that are upcoming, that is also adding fuel to the fire to some of these coins right now. If we take a look at one of the ones that has had great news over the last few days, we'll taking a look at Ondo Finance, which is your RWA play.

[00:07:04]This is the chart between Ondo and Bitcoin. Remember, we were looking at all altcoins versus Bitcoin, not a whole lot had moved, but if you take a look at specific altcoins versus Bitcoin, in this scenario, you can absolutely see that Ondo has had a bit of a bottom against Bitcoin. You can see that, you know, it reached whatever number this is, and over the last few days and even weeks, it has bounced quite well, which to me represents potentially a bottom of Ondo versus Bitcoin and that pair in itself, which to me could represent the bottom of Ondo versus Bitcoin and another reason as to why Ondo is outperforming Bitcoin over the last few weeks. Now, if we take a look at the actual news that has happened on Ondo, which is why things are absolutely booming right now, well, they just had a pilot, which was run with Ondo Finance, Mastercard, they processed the redemption of one of Ondo's fund, the OUSG tokenized treasury fund, in under 5 seconds. This is Ondo Finance working with JP Morgan, with Mastercard, and Ripple completing a near real-time cross-border redemption of its tokenized fund on the XRP ledger. I mean, obviously, that is some bullish news for Ondo Finance as well as XRP. And that is also fueling the fire to what we saw with Ondo's price. It has gone up about 50% in the last week. So, obviously, catching these coins in this current market is an absolute no-brainer, and looking at the charts, you can even further your conviction. If we take a look at a few other coins that I am continuously looking at right now, which again, not financial advice by any means, but staying in the RWA realm, we can talk about Centrifuge, which is another one of these RWA plays that I believe has a ton of potential for the future. Right now, Centrifuge is at 30 cents. If you take a look at the last month, it's up as well 50%, and if we take a look at the money that is coming into Centrifuge, it is now sitting around 1.6 billion dollars. Essentially, a big catalyst that has happened over the last few days for Centrifuge is the fact that Coinbase has partnered with Centrifuge itself. If we take a look at this news release, they say Coinbase has made a strategic investment in Centrifuge and selected Centrifuge as their preferred tokenization infrastructure. This is relatively massive. In my opinion, Coinbase partnering with Centrifuge and saying that they're going to use it as the preferred tokenization infrastructure, we know that tokenization is at the very early stages of where it's going to be in a few years. And if Coinbase and Centrifuge are kickstarting this, this is likely going to bring even more money through Centrifuge's infrastructure. So, for now, I would definitely be putting Centrifuge and Ondo on my RWA watchlist.

[00:10:36]As Bitcoin continues to hover around $80,000, continue following their developments and of course continue monitoring what Bitcoin does. Now, to give you a few more coins I would be putting my eyes on right now in the AI space. We've talked about this one quite a few times before, but Venice Token, this one here is the user layer for models for private models or private inference. They have done a phenomenal job and continue to do so. They have thousands of users on a day-to-day basis utilizing Venice's user layer to access a bunch of different AI models or large language models all in a private manner.

[00:11:22]Venice has done phenomenal over the last few weeks. This is absolutely one I'm continuing to keep my eyes on. And another one that I would be continuing to look at is Open Gradient. They are all about decentralized AI, but bringing AI inferences on chain while having it decentralized and not catered from one central company. Open Gradient is also backed by Coinbase Ventures as well as A16Z. So, definitely keep your eyes peeled on Open Gradient. Again, much smaller market cap than Venice than other AI projects, but I think it's one to continue looking at. One of the ones that also has had great reactions over the last few weeks, tons of news on this one, Akash Network, all about AI compute as well as a new tokenization method as well as a revamp of their tokenomics. We can see over the last month they are up roughly 60%.

[00:12:28]Now, obviously, it's not about chasing these plays. It's about looking at what is hot right now, AI, RWA, tokenization of assets. Those are going to continue being your denominator as we continue moving along time, and as Bitcoin remains around $80,000.

[00:12:45]If Bitcoin continues to pump, you're likely going to continue seeing some of these names continue along with it. But, if Bitcoin rolls over, you're likely going to see a bigger correction on some of these names. And this is why you have to be prepared for either scenario. So, it is all about managing your risks as well as your rewards in this current market. The last one I wanted to highlight today is Aerodrome Finance.

[00:13:12]This one here, if you've been following the channel, you absolutely know that we're bullish on this one. It finally crossed 50 cents, and over the last month it is as well up about 40%, and as you may or may not know, in July, they're launching their brand new Aero token that's going on to Ethereum and likely going to grab a ton of liquidity from the Ethereum chain. That's a bullish catalyst that is upcoming and right now Aerodrome Finance is still at relatively low levels if you compare it to some of its highs over the last few years. So, bottom line here is that even though we are seeing altcoins do well over the last few weeks, don't get too excited just yet. It's absolutely great and I can't be happy enough, but we have to understand that there remains a risk right now and if you do get too carried away, if the market reverses, you're going to be calling crypto a scam yet again. So, it's all about your risk to reward ratio, managing your risks appropriately, positioning as you can, but understanding that if Bitcoin rolls, altcoins will likely roll and you're going to have potentially another opportunity to continue dollar cost averaging in your favorite plays. So, with that being said, I showed you guys a few altcoins I believe are worth watching from now until Bitcoin decides to do its next move and with that being said, don't get carried away. Of course, it's not financial advice. It's your own money. You get to decide what you want to do, but I believe putting these coins on your watch list is going to be definitely worthwhile in the next few weeks. With that being said, let me know in the comment section below which coins you guys are watching right now and if you are new to the channel, make sure you subscribe, hit that like button and I'll catch you guys in my next video.

[00:15:09]Peace.