I took a look at the Ethereum ETF, and the funds have been continuously net inflowing for three months. On May 30th, the ETF funds for Bitcoin and Ethereum saw a reversal for the first time, with Bitcoin's ETF funds flowing out and Ethereum's ETF funds flowing in. At that time, I observed this phenomenon and clearly told everyone that ETH might become the main focus of market speculation, because there is enough room, and it could ultimately cut one last time on the suckers who exchanged various altcoins for BTC to save their lives at the bottom. Currently, this judgment seems to be correct.

As U.S. listed companies and ETF funds keep buying, the narrative logic of ETH is increasingly resembling that of BTC, which is as part of the asset allocation on Wall Street. Previously, we observed that when the market corrected, BTC hardly dropped while ETH and altcoins plummeted. The likely performance during the next market correction will be that BTC doesn't drop, ETH drops slightly, and altcoins crash. Eventually, this will evolve into a situation where during market corrections, both BTC and ETH do not drop while altcoins plummet.
The polarization trend between BTC ETH and altcoins will become increasingly obvious in the future.