Fund Flow Trends and Forecast:

Funds Concentrated in BTC: Current market funds are mainly flowing into Bitcoin, pushing it to break through new highs. Subsequently, Bitcoin may enter a sideways consolidation phase, with some funds shifting towards altcoins.

Altcoin Rebound: The rebound of altcoins needs to wait for Bitcoin's consolidation period and achieve a rotation of funds to reach a situation of "everyone benefits equally".

Reasons for Polarization: The current polarization is due to the last interest rate cut, which led to a certain threshold of market fund growth, but not enough to support a simultaneous rise of 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 a "spring rain" of fund inflows after this Thursday.