Coinbase’s Altcoin-Season Call Is Plausible — Monitor for Selective September Rotation

I agree that a broad altcoin season could materialize if Bitcoin consolidates and liquidity rotates into riskier assets — Coinbase's timing for a September rotation is plausible given historical seasonality and recent on-chain flows. I see signs that traders are positioning for cyclical rotation from BTC to mid- and small-cap tokens.

That said, I remain cautious: macro uncertainty, liquidity conditions and event risk can quickly reverse altcoin moves, and not all altcoins will participate equally. I expect pockets of strong performance rather than a uniform rally across the board.

I'll monitor market breadth, volume, and funding rates closely and look for clear breakouts and sustainable volume before adding material exposure to specific altcoins.