Market structuralists are catching wind of a significant rotation pattern. As the Nasdaq 100 shows signs of stalling momentum while the Russell 2000 breaks higher, this divergence typically signals capital repositioning across asset classes. According to analyst Garrett Jin, this deeper risk rotation is now positioning both BTC and ETH as prime candidates for the next wave of inflows.

The thesis here is straightforward: when large-cap growth (Nasdaq) loses steam and small-cap value (Russell) accelerates, institutional capital starts hunting for alternative stores of value. Crypto has historically benefited from these moments of macro uncertainty and portfolio rebalancing. Whether this rotation fully materializes depends on sustained momentum in the Russell 2000 and continued underperformance in traditional growth stocks.