Capital Trends and Forecast:
Funds Concentrated in BTC: Current market funds are primarily flowing into Bitcoin, pushing it to break through new highs. Subsequently, Bitcoin may enter a period of sideways consolidation, with some funds shifting to altcoins.
Altcoin Rebound: Altcoins need to wait for Bitcoin's consolidation period and achieve capital rotation to reach a stage of "even distribution".
Polarization Reasons: The current polarization is due to the last interest rate cut, which caused market funds to grow to a certain threshold, but not enough to support simultaneous increases in altcoins and Bitcoin.
Future Outlook: To break the current situation, the Federal Reserve needs to further cut interest rates and adopt a more accommodative monetary policy to stimulate the market, which may bring in "spring rain" of capital inflow after this Thursday.
