Altcoin Season Happens in August or September, Jack Yi Forecasts

The cryptocurrency market is buzzing with speculation about when the next altcoin season will arrive. According to Jack Yi—founder of LD Capital and a respected early investor in Bitcoin and Ethereum—the wait might not be much longer. 

In his latest commentary, Yi predicted that meaningful capital rotation into altcoins will only happen after the Federal Reserve’s anticipated rate cuts in August or September 2025.

While Bitcoin and Ethereum have dominated headlines with their recent rallies to all-time highs, many traders and investors are eagerly waiting for the floodgates to open for smaller-cap tokens. 

Yi’s forecast provides a framework to understand why altcoins may remain in the shadows a bit longer—and what could trigger their explosive breakout.

Read Also: Altcoin Season Indicator CMC: How to Read

Key Takeaways

• Jack Yi expects altcoin season to begin after U.S. interest rate cuts, likely in August or September 2025.
• He believes liquidity will only truly overflow into altcoins when macro conditions shift.
• Now may be the time to research and track promising projects before the next capital rotation.
• Many low-quality tokens may not survive this cycle, making due diligence critical.
• Yi sees opportunities in what he calls "一级半项目"—early-stage ventures with ambition and solid fundamentals.

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Why Altcoin Season Hasn’t Started Yet

Despite Bitcoin and Ethereum surging to record levels, altcoins have largely lagged. According to Yi, this delay is due to tight liquidity conditions and investor caution about riskier assets.

The Federal Reserve has kept interest rates elevated to combat inflation, effectively draining excess liquidity from financial markets. While institutional players have allocated capital to BTC and ETH, less money has trickled down to speculative altcoins.

Yi argues that true liquidity overflow—the phenomenon that historically fuels massive altcoin rallies—requires a decisive policy shift, such as interest rate cuts. Once borrowing costs fall, investors typically move down the risk curve, first into larger caps, then into mid-caps and microcaps.

The Catalyst: Rate Cuts in August or September

Jack Yi believes the turning point could arrive as soon as late summer. He wrote:

“大家都关心山寨季什么时候来，我想得等到8/9月降息确定后，市场才能真正迎来流动性溢出…”
 (Everyone cares about when alt season will come. I think it will only really happen after rate cuts are confirmed in August or September, when liquidity will spill over.)

This timing aligns with several macroeconomic expectations. Inflation is cooling, and policymakers have hinted that the second half of 2025 may see monetary easing.

If the Fed and other central banks pivot to lower rates, capital that has been sidelined or concentrated in Bitcoin could rotate rapidly into altcoins.

Read Also: Should I Stake My Altcoins During the Current Market Condition

What This Means for Investors

Yi’s commentary underscores an important point: Now is a window to prepare, not chase hype.

He encourages serious investors to research and track “潜力黑马” (potential dark horse projects) rather than gamble on low-quality coins. According to Yi, most “垃圾山寨” (junk altcoins) will eventually die off, while a handful will emerge to deliver extraordinary returns.

In particular, he highlighted 一级半项目—a term referring to early-stage projects that have ambition, funding, strong teams, and clear roadmaps.

This approach is about positioning before the herd moves in. By the time mainstream narratives confirm an altcoin season, many of the best opportunities will already have moved significantly.

Caution: Not All Altcoins Will Benefit

While optimism is building, Yi was clear that altcoin investing still requires discipline and caution.

Many tokens that boomed during the previous cycle lack utility, liquidity, or real communities. In a market with tighter liquidity and higher investor scrutiny, these coins will likely face permanent decline.

Investors should look for projects that demonstrate:

• Transparent teams
• Sustainable tokenomics
• Active development
• Real user growth

If rate cuts do materialize, these fundamentals will determine which altcoins benefit most from renewed capital flows.

Conclusion

Jack Yi’s forecast offers a clear timeline for when altcoin season could finally ignite: August or September 2025, contingent on monetary easing.

Until then, the smart move is to study the market, build watchlists of high-conviction tokens, and avoid rushing into low-quality projects driven only by hype.

As Yi noted, “极少数一定要冒出来超回报”—only a very few will emerge to deliver super returns. If you want to be ready, now is the time to prepare.

Read Also: Is the Altseason Here? Looking at the Current Data

FAQs

When will the next altcoin season start?

According to Jack Yi, altcoin season will likely begin after interest rate cuts are confirmed in August or September 2025.

Why have altcoins lagged behind Bitcoin?

High interest rates and limited liquidity have kept capital concentrated in BTC and ETH. Investors are waiting for policy shifts to reduce risk.

What are the best altcoins to buy now?

Jack Yi recommends focusing on high-quality early-stage projects with strong fundamentals rather than chasing low-quality tokens.

What should investors do before altcoin season starts?

Research promising tokens, build positions gradually, and avoid speculative bets on coins with no clear use case.