#比特币投资主题 When I saw this rotation data, I suddenly remembered the days years ago when altcoins completely took over and got slaughtered. Back then, my mind was full of "hundred-bagger coins" and "the next Ethereum," but what happened? My wallet was left with a bunch of zero addresses.

Now, seeing retail investors flow back from altcoins to mainstream tokens, it's actually the market's self-education. Institutional funds have been continuously buying since summer, combined with the stability of BTC buyers' advantage, all pointing to the same thing—those that can truly survive are the ones that stand the test of time.

But there's a trap I especially want to emphasize: rotation itself does not equal safety. Many people follow the crowd when they see "retail consensus," not realizing that this is exactly what the big players want to see. The real defensive strategy is not to follow the rotation, but to ask yourself three questions first—what are the fundamentals of this coin, is the liquidity deep enough, and can I withstand a 50% drop?

As the holiday approaches and market structure narrows, we need to be even more cautious. Because when trading volume is low, a single large fund can create a false "buyer's advantage." Instead of being fooled by the data, it's better to stick to the simplest principle: only bet where you truly understand, and leave the rest to the gamblers.