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ETH’s upside potential may be greater, but the premise is that market risk appetite cooperates. Macro interest rate expectations are the biggest uncertainty. Oil prices and US-Iran negotiations will directly affect rate cut expectations, which in turn impact the overall valuation of the crypto market. If macro conditions improve and risk assets rise overall, ETH’s elasticity will be greater. If macro pressure continues, BTC’s resilience will be stronger. Facing this wave of ETF fund inflows, should you adjust your allocation? You can increase your allocation to mainstream assets, but don’t heavily chase highs at the current level. A better approach is to enter in batches and gradually add positions on price pullbacks. Regarding the BTC and ETH ratio, if you seek certainty, BTC should be the majority; if you’re willing to accept more volatility for higher elasticity, increase ETH’s proportion. ETF fund inflows are a positive signal, but the market won’t rally overnight. Stay patient, build positions gradually, and wait for capital and macro factors to resonate. $BTC $ETH $SOL #现货ETF资金回流，BTC与ETH能否接力？