The recent market trend is interesting—Ethereum [#ETH ] is quietly stealing the spotlight from Bitcoin [#BTC ].#加密市场回调
Institutional funds are flooding in, with Ethereum fund holdings soaring 138% in a year, while Bitcoin only increased by 36%, nearly a fourfold difference!💥
Is ETH really the king of altcoins?
Institutions are buying happily, and prices are naturally soaring. Data shows that the ETH held by funds has reached 6.8 million coins,
There are several reasons behind this:
Spot ETF continues to flow in
Staking yields attract funds
ETH's applications in DeFi and tokenization are increasing
In contrast, Bitcoin remains robust, with fund holdings only slightly increasing to 1300000 BTC. So the strategy for institutions seems to be: BTC continues to hold steady, while ETH is fully betting on a breakthrough.⚡️
Is the rotation of altcoins about to begin?
It's not just ETH that is gaining momentum; other altcoins are also quietly building strength. Alphractal CEO Joao Wedson vividly said: 'Before every altcoin season starts, Bitcoin always peaks first, and then the funds slowly shift to altcoins.'
In the last 60 days, among the 55 tracked altcoins, only 4 have outperformed BTC, but this situation of 'performance concentration' is actually a typical signal before a rebound in risk appetite📈.
Early cycle tokens like SNX and BNB have started to show rising relative returns, indicating that a new round of rotation may be just around the corner.
History has also confirmed this: after Bitcoin peaked in 2017 and 2021, altcoins welcomed a big surge. The pattern for 2025 looks similar — the wedge that altcoins have formed over the years may soon break out!🚀
Summary
ETH is performing strongly, institutions are ramping up their positions📈
BTC remains steady, but the inflow of funds is more cautious.
Altcoins are quietly accumulating energy and may start a new round of increases at any time.
Friends in the crypto space, are you already eager to see the next wave of rotation?😉
