Trader Ansem: Altcoin Investing Shifting to Fundamentals

Ansem's argument is essentially that altcoin pricing is decoupling from the BTC/ETH beta trade, with HYPE and ZEC cited as examples of idiosyncratic moves during broader weakness. That matters most for altcoin allocators whose models still assume correlation to the majors, and for project teams whose fundraising case now rests on visible inflows and business performance rather than narrative. The open question is whether this decoupling persists through the next broad drawdown or proves to be a narrow, sentiment-driven episode.