Ansem: Altcoin investment logic is shifting, crypto market moving toward fundamentals-driven

On October 18, crypto trader Ansem shared his views in a post, saying that the approach to investing in altcoins this cycle differs from previous ones. Assets such as HYPE and ZEC have at times moved independently of Bitcoin and Ethereum even during periods of overall market weakness.

Ansem believes the crypto market is gradually shifting toward a phase that places greater emphasis on individual project fundamentals, capital inflows, and actual business performance. Therefore, identifying mispriced assets and judging which teams are truly driving project development will become increasingly important, rather than relying entirely on the movements of major assets like Bitcoin and Ethereum.