【Blockchain Rhythm】 Recently, there has been an interesting observation. The Nasdaq 100 has recently shown明显疲软, while the Russell 2000 has been hitting new highs. This actually reflects a very clear signal — capital is rotating.
From the stock market situation, it is obvious that money is flowing from large tech stocks to small and mid-cap stocks. What does this mean? It indicates that the market’s risk appetite is recovering, and investors are becoming more daring.
At this point, if you look at high-beta risk assets like BTC and ETH, the logic becomes very clear. When the entire market begins to accept risk and seek more aggressive returns, these crypto assets are very likely to become the next destination for capital inflow. After all, in an environment where risk appetite is expanding, high-volatility assets always attract the most attention.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
19 Likes
Reward
19
7
Repost
Share
Comment
0/400
GasWaster
· 12h ago
Capital rotation is actually quite normal, but to be honest, can BTC really get a share from it? It still seems to depend on the macro environment.
View OriginalReply0
BearMarketMonk
· 01-12 05:49
Hmm... Tech stocks have pulled back, small caps are actually rising, this rhythm is interesting.
---
Big funds are rotating positions, can the crypto circle be next? Honestly, it's a bit uncertain.
---
The Russell 2000 has already surged, Bitcoin and Ethereum are still sitting here, moving so slowly.
---
I've heard the story of capital rotation so many times, only believing it when it actually happens.
---
Small caps are hitting new highs, but we still have to wait, it's not fair.
View OriginalReply0
WagmiAnon
· 01-12 05:49
Capital rotation is just a fancy way of saying it; isn't it still a gambler's mentality? When small-cap stocks rise, do you also think the crypto market can take off? I doubt it.
View OriginalReply0
LayerZeroHero
· 01-12 05:48
The capital rotation thing... To put it nicely, it's an increase in risk appetite; to put it bluntly, big tech can't hold up anymore. Will BTC be able to reap this wave of benefits? Not necessarily, it also depends on the Federal Reserve's stance.
View OriginalReply0
MEVHunter
· 01-12 05:44
yo this rotation narrative is so overplayed... mempool's been flooding with toxic flow ahead of these "institutional pivots" 🚨 smells like coordinated backrunning tbh
Reply0
CountdownToBroke
· 01-12 05:44
It's another story of capital rotation, sounds good but can it really flow in?
View OriginalReply0
InfraVibes
· 01-12 05:32
Capital rotation? Well, I still favor small caps. The big tech stocks should have cooled down by now.
The NASDAQ index lags behind the Russell 2000 in reaching new highs. Will capital rotation drive up BTC and ETH?
【Blockchain Rhythm】 Recently, there has been an interesting observation. The Nasdaq 100 has recently shown明显疲软, while the Russell 2000 has been hitting new highs. This actually reflects a very clear signal — capital is rotating.
From the stock market situation, it is obvious that money is flowing from large tech stocks to small and mid-cap stocks. What does this mean? It indicates that the market’s risk appetite is recovering, and investors are becoming more daring.
At this point, if you look at high-beta risk assets like BTC and ETH, the logic becomes very clear. When the entire market begins to accept risk and seek more aggressive returns, these crypto assets are very likely to become the next destination for capital inflow. After all, in an environment where risk appetite is expanding, high-volatility assets always attract the most attention.