2026-01-12 09:37:04

From the perspective of capital flow, an interesting change is taking place in the market — small and mid-cap stocks are becoming the new hot spots for capital chasing. The chain reaction caused by this rotation is quite evident: high-beta assets like Bitcoin and Ethereum are gradually absorbing a new round of capital inflows. Meanwhile, the Nasdaq 100 index's performance has started to weaken, while the Russell 2000 index has repeatedly hit new highs. This contrarian signal is worth noting. The increase in risk appetite is driving a reallocation of funds from large-cap blue chips to small and mid-cap stocks and even the crypto market.

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degenonymous

· 6h ago

Here we go again, with the same "fund rotation" argument. I've been stacking coins for a long time, and you're only realizing now? That's hilarious.

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PhantomHunter

· 6h ago

The concept of capital rotation sounds appealing, but few can really keep up with the rhythm... Will this rally in small caps be just another prelude to cutting leeks again?

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SneakyFlashloan

· 6h ago

Well, when small-cap stocks take off, the crypto market follows the hype, but the large-cap blue chips are really starting to fall behind... Speaking of which, this wave of capital rotation is really happening, and it feels like many people haven't even realized it yet. When the Russell 2000 hit a new high, I knew something was going to go wrong. The momentum in the Nasdaq is clearly not sustainable... Are low-liquidity assets about to catch fire? Or is this just a false spark? I'm a bit unsure. Funds are shifting from blue chips to small caps, which sounds like risk appetite is at its peak. The market is truly crazy. The bloodsucking in BTC and ETH is already quite obvious; it just depends on how long it can last. The big contrast is definitely worth pondering. Small caps rebound, but the Nasdaq has a soft landing? That logic feels a bit disconnected...

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ShibaOnTheRun

· 6h ago

Speaking of which, this round of capital rotation is really intense. Large-cap stocks are being abandoned, small caps and the crypto circle are gaining favor. Nasdaq is timid, but Russell is excited. I just want to know how long this can last.

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TokenUnlocker

· 6h ago

Wow, this round of capital rotation is really happening. I saw it coming half a month ago, and now you're just starting to discuss it? BTC and ETH's bloodsucking isn't over yet.

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