#战略性加仓BTC All green data doesn't necessarily mean good news. Today, BTC broke 88,000, ETH stabilized above 2,900, and SocialFi has risen for two consecutive days—does this look like a return to a bull market? But looking at the real situation, it's not so optimistic.

This rebound has a clear characteristic: funds are rapidly switching between sectors rather than truly flowing into the main market.

Layer2 ecosystems are declining, DeFi is also falling, but SocialFi and some Layer1 projects are rising—this isn't a valuation re-evaluation, it's funds playing "pass the flower" within a few hot topics. CC surged 19% in one day, CHZ suddenly jumped 8%, all pointing to the same phenomenon: major players are creating localized hotspots, quickly pushing prices up and then quietly exiting.

The most painful observation: the rise of BTC and ETH may be masking a cold hard fact—if the ecosystem were truly developing healthily, why are Layer2 and DeFi, as core infrastructure, weakening instead? This indicates that funds are not genuinely entering ecosystem development, but are just speculating on a few "good-looking" projects.

Here are three references for everyone:

1. **The faster the sector rotation, the higher the falsehood of the market**—a real big trend moves together, rising and falling in unison, not so fragmented.

2. **Don't chase sectors that have already surged**—by the time you see it, it's usually the end; chasing high is risky.

3. **Stick to assets you can understand**—the dizzying sector rotations can easily mess with your mindset.

Remember one thing: when the market is full of "opportunities" everywhere, it's often none of them belong to true investors. The market is always testing your resolve.