Just after experiencing Bitcoin’s intense sell-off and liquidation, the market has not yet stabilized; meanwhile, hidden capital flows have surged 📊$BTC $龙虾 $HYPE

Odaily September 24 news: Bankless Ventures partner David Hoffman has put forward an important观点: In 2026, ZEC—just like ETH did in 2021—is absorbing overflow capital from BTC holders!
● In terms of data: ZEC’s market cap has jumped from around $200 million to $26 billion, but compared with BTC’s $1.7 trillion scale, it remains relatively small. As long as only a small portion of BTC whales allocates part of their holdings to ZEC, it can continuously generate buying demand. The potential of this kind of consensus asset is worth paying attention to. In addition, NEAR is currently absorbing weaker “smart contract” buy-side pressure.
● From a macro perspective: In the first two market cycles, hawkish policies and geopolitical conflicts together completed multiple rounds of market cleanups. Capital urgently needs a new outlet. Although ZEC’s narrative about capital migration is highly compelling, investors should not blindly chase rallies—altcoins carry extremely high volatility risks.
Looking at the mid-term, focus on capital rotation in the market. In the short term, closely watch signals that indicate Bitcoin has started to stabilize, and manage position sizing properly.

Which sector are you more bullish on for the second half of the year?
#币安将上市 #美联储何时降息？ #美联储10月加息概率升至69.7% #比特币24小时跌3.3%失守83000美元 #BTC