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ETF capital inflow has refocused the market on a core question: Is this round of crypto market rally driven by short-term sentiment or by institutional capital repositioning? After the BTC ETF approval, the biggest change was not a one- or two-day price surge, but a shift in the capital structure. Previously, the market was mainly driven by retail and crypto-native funds; now traditional capital is becoming a key force. BTC, as digital gold, remains the top choice for institutional allocation; while ETH takes on more roles in ecosystem and financial infrastructure. However, ETF inflows do not necessarily mean immediate price increases. A true major rally requires sustained capital inflows combined with an improved macro environment. If the Federal Reserve enters a rate-cutting cycle and liquidity is released again, BTC and ETH could see a larger capital window. What the market is waiting for now is not just buying pressure, but a new capital cycle.#AIMemorySelloffEases #BTCETHETFInflowsReturn #SpaceXShortCovering