Spot Bitcoin ETFs logged 8 consecutive days of inflows totaling $2.8B cumulative. BlackRock's IBIT leads the charge. This isn't retail fomo—it's institutional conviction in macro uncertainty.
The Crypto Fear & Greed Index sits at 70 (greed zone), yet altcoins still underperform. This mismatch signals that institutional capital is selective, not indiscriminate.
On August 25, Bitcoin rallied to $80,894 on Treasury buyback news—a 5% move in hours. Projects with protocol revenue, institutional backing, and clear use cases outperform speculative tokens by 2-3x during rotations.
Instead of abandoning altcoins, selective rebalancing works: sell weak projects, hold revenue-generating protocols. Flight-to-quality cycles always end when macro risk subsides—position now for the reversal.
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