Currently, the market's funds are mainly concentrated on BTC. Once it breaks through a new high, it is expected to enter a period of sideways consolidation. Subsequently, some funds will flow back to the altcoin market, driving a rebound in altcoins and ultimately achieving a balanced distribution of funds.

So, why is the market exhibiting a polarized trend today? This actually indicates that after the last interest rate cut, the scale of funds in the market has grown to a certain extent. However, it still cannot support both BTC and altcoins rising simultaneously.

In other words, the market's liquidity and allocation of funds have yet to fully cover, resulting in funds primarily aggregating in BTC while altcoins have not kept pace.

To reverse this situation, the Federal Reserve needs to further implement interest rate cuts and strengthen loose monetary policy to stimulate market liquidity and encourage further influx of funds. The monetary policy adjustments expected after this Thursday may bring a "spring rain" to inject more funds into the market, thereby guiding funds towards altcoins.

As for the current pullback in altcoins, from another perspective, does this also present an opportunity for replenishment before the next rebound?