In the current market environment, the priority of capital rotation is very clear:
1. ETH leads the breakthrough
As the leader of altcoins, the rise of ETH will first attract market attention.
Institutional capital, ETF expectations, staking returns, and other logic support its continued strength.
Only when ETH breaks through the key resistance of 5000 will capital overflow to other public chains.
Established public chains (ADA, XRP, SOL) will take the relay.
These coins have long-term consensus, good liquidity, and are convenient for large capital entry and exit.
For example, ADA's compliance advantages in Japan and South Korea, and SOL's institutional holdings, are likely to attract following capital.
However, their price increases usually do not exceed ETH and are considered a choice of 'steady progress'.
New public chains (SUI, SEI, APT) will catch up late.
Capital will eventually rotate to these more elastic targets.
The characteristics are strong explosiveness, but the sustainability is not as good as established public chains.
They are suitable for short-term speculation and not for long-term holding.
Why not touch ecological coins?
Liquidity issues: Most ecological coins have poor trading depth, and large capital cannot enter at all.
For example, ARB, OP, these L2s, have not risen as much as ETH itself.
Many ecological projects have weak fundamentals, and once the market cools down, they will drop even more severely.
Main positions should be placed in mainstream public chains like ETH and SOL/ADA.
Small positions can be speculated for the catch-up opportunities of new public chains (SUI/SEI).
This round of market is an 'institutional market', and capital will only flow to places with the best liquidity. Rather than fiddling with small coins, it is better to steadily hold the main chain leader, as the returns are more certain.
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