The big picture of the market is covered in a brilliant green, but is this a super cycle or a liquidity trap? Looking at the S&P 500 peak this morning, I believe that Institutional Capital is secretly creating a perfect Timing Lens.

It is obvious that when traditional money saturates, Macro Liquidity Correlation will force large funds to shift.

My experience is that The Liquidity Dilemma always forces capital flows to riskier zones to find new room for growth. I wonder, as the boundaries between TradFi and DeFi blur, will $BTC and $ETH catch this entire waterfall? Objectively speaking, the S&P 500 breaking its peak is an extremely good psychological buffer for Web3. Certainly, projects that know how to leverage Bootstrapping TVL right now will dominate the next cycle!

If I am not mistaken, the greatest asset rotation in history has officially begun.