Odaily星球日报讯 Bitget 研究院首席分析师 Ryan Lee 表示，近期比特币主导地位回落至 59%-61%区间，同时山寨季指数呈上行趋势，显示资金正向以太坊、XRP、Solana 等主流山寨币轮动，相关资产近期涨幅达 20%-40%。 Ryan Lee 指出，“AI、RWA 等板块以及 Memecoin 的活跃表现，也显示出市场对特定叙事的强烈关注。不过，山寨季指数尚未突破 75%的确认门槛，当前行情更可能是阶段性轮动，而非全面启动的山寨季。若要推动行情延续至第三季度中后期，关键在于比特币市占率能否持续低于 60%。同时，机构资金流入、监管利好以及 Layer1 与 DeFi 板块基本面改善，均是确认山寨季启动的重要信号。”
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