Actually, the biggest issue with this round of the altcoin season isn't the lack of hot topics, but rather that the hot topics are too scattered.

Categories like AI, Meme, RWA, and DePIN each have their own mini-booms, but none have formed a unified narrative like DeFi did in 2021. It's as if every small group in a classroom is playing their own game, with no one able to get the entire class excited together.

$BTC Now at this level of over 90,000, there's still enough room left for altcoins, but what's really needed is a super-hot topic that triggers FOMO across all retail investors. Right now, with everyone operating independently, capital is being sprinkled like pepper—each coin gets a little, but not enough to trigger massive rallies.

I think we might have to wait until BTC firmly breaks above $100,000, igniting market sentiment fully, before altcoins experience that kind of frenzy where even the worst coins can double. Right now, picking the right coins matters more than timing.