- The cumulative difference between buying and selling altcoins stands at -$209 billion.
- The indicator has remained in the negative zone for 13 consecutive months.
- Social data from Santiment indicates a rise in negative sentiment among investors.
The altcoin market is experiencing unprecedented seller pressure not seen in the last five years. According to analysts from the CryptoQuant platform, the cumulative difference between the buying and selling volumes of altcoins (excluding Ethereum) has reached -$209 billion, marking a record for this period.
This is reported by Finway
Since the beginning of 2025, the market situation has changed: while in January the gap between demand and supply was nearly zero, for the past 13 months, there has been a prevailing net sale of altcoins. This indicates a sustained outflow of capital from the sector in favor of centralized cryptocurrency exchanges.
“The value of -$209 billion does not, in itself, indicate that the market has reached the bottom. Rather, it reflects a lack of stable demand for altcoins.”
Negative Sentiment in the Crypto Community Intensifies
The Santiment platform has recorded a sharp increase in negative sentiment on social media among cryptocurrency market participants. According to their observations, the level of negative keywords used in discussions about altcoins has reached its highest point since Donald Trump was elected President of the United States.
Bitcoin Dynamics and Market Trends
Cryptocurrency analyst Willy Woo notes that Bitcoin is currently in a phase of strengthening the bearish trend. In his view, volatility has become a key factor for the market: its sharp spike signaled the beginning of the bearish phase, and the subsequent increase in volatility indicates the consolidation of this trend. Only after reaching peak values in the middle or late stages of the cycle can a change in the situation be expected.
Amid these changes, analysts at Wintermute highlighted at the end of 2025 that retail investors are massively exiting altcoins and returning their capital to Bitcoin and Ethereum. This further reinforces the outflow trend from the altcoin market and underscores the unstable state of the sector at the beginning of 2026.