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2026-09-29：Altcoin Spot Volume Eclipses Bitcoin by 4x Amidst Rising 10Y Yields—Is the Rotation a Liquidity Trap?
Altcoin trading volume just eclipsed Bitcoin by four to one, an explosive surge unseen in over a year. On paper, it looks like the ultimate alt-season breakout. But behind the curtain, institutional ETF inflows have collapsed by seventy-seven percent, whale deposits to exchanges are hitting multi-month highs, and the ten-year Treasury yield is pressing toward a suffocating 5.26 percent. While retail chases speculative momentum in AI tokens, elite on-chain whales are quietly dumping multi-million-dollar longs and loading up on massive short positions. Is the market standing on the cusp of an…
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