Why am I no longer fully committed to #比特币 this year, and have started shifting towards Ethereum, even altcoins?

First, the conclusion:
The capital environment this year no longer belongs solely to BTC.
I adjusted my positions based on two key observations, both of which are very critical.
First, the amount of ETH unstaking has already dropped to zero.
This is not an emotional indicator; it’s a structural change.
What does zero unstaking mean?
Disappearance of selling pressure
Long-term capital lock-up completed
ETH re-enters a “supply tight” state
When an asset:
Has no new sell orders
And stands at the narrative starting point
What it’s missing isn’t the story, but the ignition capital.
Second, the Russell 2000 has hit a new all-time high.
This signal is much more important than many people think.
Over the past two years, US funds:
Fought fiercely against the seven giants
Small-cap stocks were completely abandoned
That’s also why:
👉 I’ve only held Bitcoin these past two years
👉 and almost never touched altcoins
Because weak small caps = liquidity exhaustion of risk assets.
And there is a repeatedly validated correlation in history:
Ethereum ≈ Russell 2000
It’s not about similar sentiment,
It’s about a high overlap in risk appetite of capital.
Now, change has occurred.
Last December, the Russell firmly held the ATH.
This year, it started a strong rally right at the beginning.
If you remember the trend after #白银 broke the ATH,
You’ll understand this play:
👉 First push the core
👉 Then ignite the periphery
👉 Finally, spread the sentiment
This is an old Wall Street routine,
And this script could be replicated on the Russell at any time.
What about the crypto world?
The answer is simple:
The crypto market is currently the value vacuum among global risk assets.
And within this vacuum,
ETH is the deepest.
Why ETH and not others?
Because there is a severely underestimated timing point this year:
The “implementation year” after the Stablecoin Bill passes.
Stablecoins need the safest, most decentralized settlement layer.
ETH remains the king of chains
And the most reliable issuance platform for global stablecoins.
When compliance, capital, and applications all land,
ETH becoming the leader is natural, not based on faith.
A detail many overlook:
Last year, when the Russell tested the ATH,
ETH had already hit a new all-time high first.
This year, as the Russell truly takes off,
Do you think ETH will be absent?
I don’t believe this new high will wait too long.
Let’s be honest:
This year, I am an ETH sentinel.
‍#ETH #Ethereum