What happened?
A rotation in altcoin season has pushed tokens with momentum and visible liquidity higher, led by Zcash’s huge run. Zcash rallied roughly 382% over the past month and 27% in a day after breaking out, while Litecoin pushed up toward a key $135–$140 resistance amid ETF chatter and NEAR gained on steady ecosystem activity. Volume and order-book depth expanded during these moves, helping the advances hold for now.
Who does this affect?
Active traders and allocators are the main beneficiaries, since they can rotate into clear breakouts that can absorb size. Institutions and product teams (think spot ETF discussions and new trading pairs) get pulled back into conversations as these tokens regain visibility. Exchanges, market makers, and short sellers are also impacted because tight spreads and deeper books are needed for the move to stick and short squeezes can accelerate rallies.
Why does this matter?
This matters because capital can shift from large-cap leaders into mid-cap altcoins, increasing volatility and creating new market leaders. If ZEC, LTC, and NEAR keep volume and order-book support, the altcoin rotation could extend and draw more liquidity and product interest. On the flip side, a failure to hold current levels would likely reverse gains quickly, so market structure and participation will determine how big the impact is.