Conclusion:Ethereum hasn’t led all year, but it doesn’t need to.Cycles always start with Bitcoin, and then capital rotates.The rotation is already visible in ETF flows, whale accumulation, and on-chain activity.And when that rotation accelerates, ETH is positioned for the sharpest upside ...

Bitcoin slides below $110,000 as capital rotation shifts to risk-off mode https://t.co/0VfT6yxkWj ...

Real estate into BTC will be the largest capital rotation in the history of global markets.We're only 0.6% through this process.Magoo PhD (@HodlMagoo):Real estate is cooked.Thank you for your attention on this matter. ...

Supply Dynamics - ETH supply is being absorbed by ETFs at a faster rate compared to Bitcoin [1] Market Trends - Capital is rotating within the cryptocurrency market [1]

Market Trend - Capital is shifting from token speculation to infrastructure usage [1] - The old narrative of "buy token" is evolving into a new narrative of "use infrastructure" [1] Infrastructure Adoption - BlackRock has deployed $2.3 billion [1] - Banco Inter is onboarding 34 million users [1] Revenue Generation - Integrations are generating $1.1 million in daily revenue [1]

capital rotation playbook right now:• tradfi deploying via eth etfs + treasury buys• native crypto stacking infrastructure power thru validatorsbit digital raising $1b for eth while jupiter becomes 7th largest sol validator. same game, different venues. ...

GameFi Sector Analysis - GameFi 在 DefiLlama 的叙事追踪器上排名第七 [1] - 关注资本轮动进入游戏代币，因为 BTC 支配地位下降至 61% [1] Market Trend - 随着 BTC 支配地位下降到 61%，行业关注资本流入游戏代币 [1] Upcoming Launch - Football(.)Fun 在 FDF Pro 发布前尝试 fractional player trading（部分玩家交易） [1]

capital rotation detected from spot eth holdings into active validation positions• $6.51b strategic reserves now targeting validator economics• largest players ditching passive exposure for staking yield• $3.9b stablecoin flow suggests deeper protocol engagement incomingeth staking percentage: 30% ...