Recent interesting changes in the cryptocurrency market:
Whenever Bitcoin enters a short-term consolidation, some altcoins can quickly rebound and regain lost ground. This “resilient lead” performance is actually a typical signal of capital switching tracks. From MEME concepts to RWA (real-world assets), from AI sectors to GameFi, leading coins in various fields are entering an active rotation mode.
On-chain data shows that the total market cap of altcoins has rebounded from 15% to 18%. Although it has not reached the peak of a bull market, smart money has already taken the lead in positioning.
According to a certain Asian crypto fund, their team is reducing their Bitcoin holdings from 80% to 50%, focusing instead on the Ethereum ecosystem and modular blockchain projects.
This adjustment implies that market funds are flowing from top assets to high-elasticity sectors, and the resilience of altcoins may become an important barometer for the next phase of the market.
For investors, it is necessary to be alert to the logic of capital migration behind Bitcoin's fluctuations — when mainstream coins are consolidating, funds are more inclined to seek short-term opportunities in hot sectors.
However, it should be noted that the speed of sector switching in rotation markets is relatively fast, and careful positioning should be combined with the fundamentals of the sectors and on-chain data.
