I have put together a chart and some tables for discussion. I have focused on an analysis of crypto market caps and to approach the hive mind for anything we can take from this? Values are in USD.
These are my arbitrary positions i have selected. The data is from trading view so will likely vary by data source. I haven't really yet spent the time analysing this, just thought I would share it and get some feedback and potentially generate some ideas! Please also give me some feedback on how to better think about this/present any of this information if you see any flaws/improvements.
For the purposes of this exercise I have considered Ethereum not in the alt coin bracket. Alt coins refers to anything that is not Bitcoin or Ethereum.
Previous bull run vs current bull run
Bull Run 1
Start
Peak
Commodity
Market Cap
Dominance
Market Cap
Dominance
MC % Growth from Start
Bitcoin
31.9
55.0%
270
39.0%
746%
Ethereum
13.5
23.3%
130.8
18.9%
869%
Alt Coins
12.6
21.7%
292.2
42.2%
2219%
Total
58
693
1095%
Bull Run 2
Start
Present
Commodity
Market Cap
Dominance
Market Cap
Dominance
MC % Growth from Start
Bitcoin
54.2
57.8%
733.1
62.4%
1253%
Ethereum
9.7
10.4%
192.7
16.4%
1887%
Alt Coins
29.8
31.8%
249.8
21.2%
738%
Total
93.7
1175.6
1155%
My thoughts are that this current run will see an increase to the peak value of alt coins over total market cap.
Given we are currently at 738% MC growth for alt coins compared to the start of the bull run, and the previous peak was at 2219% MC growth from the previous bull run, we still have a ways to go in terms of market cap growth of alt coins, and total crypto market cap.
Does anyone else use the Exodus wallet and know anything about the IPO they have advertised? There is limited information available that I can see, as it is just an expression of interest at this stage....