Capital flows 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 period of sideways consolidation, with some funds shifting towards altcoins.
Altcoin rebound: The altcoin rebound needs to wait for Bitcoin's consolidation phase and achieve capital rotation to reach a situation of "spreading the wealth equally."
Reasons for polarization: The current polarization is due to the last rate cut, which increased market funds to a certain threshold but was insufficient to support a simultaneous rise of altcoins and Bitcoin.
Future outlook: To break the status quo, the Federal Reserve needs to further cut interest rates and adopt a more accommodative monetary policy to stimulate the market, which may bring a "spring rain" of capital inflows after this Thursday.
