Net inflows of ETF funds over the past seven weeks have been dominating the crypto space, and the driving forces behind this are self-evident—Federal Reserve policy adjustments and the strategic directions of traditional financial institutions are pointing to the same goal.

In terms of coin performance, some long-established mainstream cryptocurrencies are seeing their moat weaken. Ethereum's current congestion issues and Gas fee dilemmas are almost impossible to resolve fundamentally, and this shortcoming will become more apparent over time. In contrast, Solana's technical performance indicators are already surpassing Ethereum, and this is not just talk.

Even more interesting is the evolution of the payments sector. XRP has almost no competitors in this segment, with its ecosystem completeness and practicality far exceeding other players. Compared to that, TRX, although also positioned in the payments field, still lags by a significant margin and does not pose a real threat. The flow of funds and market preferences are gradually shifting, and this trend is already very clear.