Altcoin Supercycle? Analysts Signal ‘Banana Zone 2.0’ as Market Erupts

The altcoin market is heating up fast — and some crypto analysts say we may be entering a full-blown "Banana Zone" similar to the explosive rally of 2020–2021.

According to trader Merlijn The Trader, altcoins are now entering what he calls “Banana Zone 2.0” — a steep acceleration phase in total altcoin market cap that mirrors the vertical climb last seen in early 2021.

But this time, he argues, the rally is “bigger, faster, and backed by real-world use and big money.”

Merlijn suggests that utility-driven assets will lead the charge, and that rapid sector rotations could catch many investors off guard. His chart shows a breakout from a long-term ascending trendline in total altcoin market cap (excluding Биткойн), with the next potential upside targeting the $6 trillion range — over 3x from current levels.

Michaël van de Poppe reveals altcoin portfolio strategy

Michaël van de Poppe, another well-followed analyst, echoed the bullish sentiment in a tweet saying the altcoin markets are “breaking out massively.” He’s now laying out a strategy he believes could turn a $40K investment into $1 million by the end of the cycle.

Van de Poppe shared a snapshot of his current altcoin positions, revealing he has allocated capital across high-risk, high-reward tokens:

• Optimism (OP) – $24,000 invested; current value: ~$8,275
• Celestia (TIA) – $23,000 invested; current value: ~$5,800
• SEI – $13,500 invested; current value: ~$6,360
• OMNI, RPL, REZ, AEVO, W – allocations between $10K–13K each
• TAO (Bittensor) – $9,500 invested; current value: ~$5,783
• ENS (Ethereum Name Service) – short position (-$20,000)

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So far, the total portfolio sits around $39,700 — still below the invested $110,000, but Van de Poppe seems confident that major upside is ahead. He says the key now is timing sector rotations, staying disciplined, and having conviction in the long-term altcoin trend.

With Bitcoin dominance sitting at key resistance levels and trader sentiment shifting, many analysts believe altcoins may be poised for explosive upside — if the macro setup holds.

Kosta Gushterov

Kosta has been working in the crypto industry for over 4 years. He strives to present different perspectives on a given topic and enjoys the sector for its transparency and dynamism. In his work, he focuses on balanced coverage of events and developments in the crypto space, providing information to his readers from a neutral perspective.