Seeing this chart, Brother Jun calls it a professional insight; market sentiment is fully reflected in these few lines of data. Brother Jun will first state his opinion: this wave seems to indicate a net outflow of Bitcoin overall, but BlackRock's IBIT is bucking the trend and attracting funds, which is crucial. Large institutions haven't fled; they are even buying the dip, indicating that smart money is still positioning itself for Bitcoin's long-term value. There's no need to panic excessively about the short-term selling pressure from retail investors.
In contrast, Ethereum is experiencing a comprehensive net inflow of spot ETFs, with demand visibly strong. This confirms our long-held judgment that Ethereum, based on its ecosystem and application fundamentals, is gaining more independent recognition in the market and is no longer merely a shadow of Bitcoin.
So, what should we do next? Brothers, listen carefully. First, don't let the net outflow of Bitcoin scare you; instead, view it as a structural differentiation, focusing on those targets that have continuous institutional funding support. Second, the strength of Ethereum needs to be taken seriously; in asset allocation, you can appropriately increase its proportion, but remember, it's allocation, not an all-in strategy. Third, and most importantly, market fluctuations are the norm; don't get euphoric about inflows and despair over outflows. Use staggered positioning instead of going all in, leaving yourself enough ammunition and space.
In short, the current signal is divergence rather than a reversal. Maintain your mindset, closely follow the movements of large funds, and use discipline to overcome emotions so that we can truly reap abundant rewards in a bull market. @俊哥说趋势
