$ETH 🚀 Momentum with Caution

Bitcoin and Ethereum are showing resilience post-halving, with institutional interest staying strong. But momentum feels cautious — macro uncertainty (rates, inflation, global elections) is keeping traders on edge.

2. 🔄 Rotation in Progress

We're seeing a rotation: capital flowing from large caps to selected altcoins, especially in AI, RWAs (Real-World Assets), and DePIN (Decentralized Physical Infrastructure) narratives. Still, many tokens are bleeding due to low utility and poor tokenomics.

3. 📊 ETF Impact & TradFi Bridges

Spot crypto ETFs have deepened legitimacy, but they also tether prices more to traditional markets. If equities drop, crypto might not be as "uncorrelated" as people expect.