Capital flow trends and forecasts:

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

Altcoin rebound: An altcoin rebound requires waiting for Bitcoin's consolidation period and achieving capital rotation to reach a situation of "even distribution."

Reasons for polarization: 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 a simultaneous rise in altcoins and Bitcoin.

Future outlook: To break the current situation, further interest rate cuts by the Federal Reserve are needed, along with more accommodative monetary policies to stimulate the market, which may bring in a "spring rain" of capital inflow after this Thursday.