⭕️ Bitcoin → Ethereum: the false story of the “capital rotation” ⭕️
Every month, the headlines announce: “Capital is leaving BTC for ETH”.
👉 In reality, most of these narratives collapse within 72 hours.
🔥 Why it’s misleading:
A $200M swap on THORChain = barely 2.5% of ETH's daily spot volume.
ETH ETFs often reverse their flows the following week, while BTC absorbs double.
Cross-chain bridges explode in volume… but often due to hacks, liquidations, or farming.
🚀 The real rotation (August 2025):
ETH captured 56% of the BTC+ETH volume on Binance, Coinbase, OKX.
ETH spot volume: $480 billion, higher than BTC for the first time in 7 years.
ETH ETF: $4 billion in net inflows, while BTC saw outflows.
Derivatives: funding, options, open interest → all aligned.
👉 That’s a confirmed rotation.
December 2025? Just noise.
🧠 Mindset advice
Don’t confuse signal with storytelling.
A true strategist looks at duration, scale, and multi-market confirmation before talking about rotation.
#bitcoin #Ethereum✅ #Cryptomindset t #DisciplinedTrading #BinanceSquare