Altcoins That Withstood Bitcoin's Decline, Whales Are Accumulating.... The Only Scenario to End the Bear Market | Seo Dong-ju, Kim Dong-hwan, Kim Jun-woo Xangle CEO [Crypto PLUS]

Summary

Kim Jun-woo, CEO of Xangle, explains the structural shift in crypto venture capital away from pure crypto narratives toward AI and real-world financial infrastructure. He highlights Hyperliquid as a successful no-VC model and BNB as a token actively improving its utility. He warns that most altcoins will die and advises focusing on category leaders in institutional crypto finance.

• Venture capital is rotating from crypto into AI, reducing funding for altcoin projects.
• Crypto VC funds like a16z are shrinking and pivoting to stablecoins and real-world assets.
• Hyperliquid succeeded without VC backing by burning 97% of trading fees and rewarding users.
• Tokens that upgrade utility (e.g., BNB with burns and ETF plans) are more likely to survive.
• The current altcoin season is a statistical illusion; most altcoins are simply stagnant.
• Investors should treat altcoins as individual projects with different survival prospects.
• The market is consolidating toward tokens used by institutions for real financial purposes.
• Kim Jun-woo recommends using tools like Larix to identify category leaders in DeFi and RWA.