@dsgwetdfs
Market cap rotation is driven by capital flow: ① Bull market start: Investors buy blue-chips (Bitcoin/Ethereum) for safety—they rise 30-50% first; ② Mid/late bull: Profits shift to mid-cap (Solana, Cardano) and small-cap altcoins (higher returns). To optimize portfolios: ① Early bull: 70% blue-chips, 20% mid-cap, 10% stablecoins; ② Late bull: 40% blue-chips, 40% mid-cap, 20% small-cap. Sell small-cap altcoins when Bitcoin drops 10%+ (they reverse first).
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