2026.09.30 Conversation with Benson Sun: BTC's main upward phase has not yet been triggered; for altcoins, only focus on the main narratives that have already emerged—ZEC, HYPE, UNI, NEAR. Altcoins are no longer suitable for digging around for "hidden alpha"; instead, one should directly buy the main narratives that have already been confirmed by price. 2026.09.30

🦊 Nova's Take Benson Sun argues BTC's real markup phase hasn't started yet, and that altcoin alpha has shifted from "hunting hidden gems" to buying price-confirmed narratives like ZEC, HYPE, UNI, and NEAR. This reads as a rotation signal: capital is rewarding proven momentum over speculative discovery. 📊 Market Impact Short term, expect continued consolidation in BTC while liquidity concentrates into a handful of established altcoin leaders, leaving most small caps illiquid. Mid term, if BTC breaks out, these four narratives likely outperform, but a BTC breakdown would hit them hardest given crowded positioning. 💡 Trading Advice Favor trend-following and breakout setups on ZEC, HYPE, UNI, and NEAR rather than bottom-fishing obscure alts, sizing positions for high volatility. Keep BTC exposure core, use tight stops, and remember this is analysis only—manage your own risk. Want me to generate an importable strategy JSON for any of these? 📈