The capital flow data from yesterday hides some insights. BCH had a net inflow of 65 million USD in a single day, while MET faced dumping of 147 million – this kind of differentiated trend reveals more than just simple market fluctuations.

First, let's look at the surface: Large amounts of BTC and ETH have been flowing out, causing many people to panic. But if you think calmly, this may be exactly the effect that big funds want. When retail investors sell off due to the adjustment of mainstream coins, the small coins that absorb funds against the trend are quietly accumulating chips. The net inflow of funds in targets like BCH and TRX stands in stark contrast to the outflow of mainstream coins.

Looking deeper into the logic. The MET plummeting and ZEC outflows exceeding 40 million USD signify a concerning collective withdrawal from such high-controlled coins. The old trick of raising prices to offload is well-known, and chasing the price often leads to becoming the last buyer. In contrast, those coins that continue to attract funding, although they may not take off immediately in the short term, at least indicate that capital is being deployed.

Every round of reshuffling in the market is essentially a redistribution of wealth.

Retail investors often make the mistake of following their emotions—panicking when mainstream coins drop and chasing after small coins when they rise. The real opportunities are often hidden in the details of capital flow. Net inflow does not mean an immediate surge, but net outflow is indeed a dangerous signal. Learning to understand the game theory behind the data is much more important than blindly following the trend.

Observe the flow of funds calmly, and don't be misled by appearances. This market has never lacked stories; what it lacks is independent judgment.