# Rotation Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Rotation", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Bitcoin Liquidity Rotation Turns Bullish Again As Stablecoin Shelter Starts To Unwind

Bitcoin's recent surge above $70,000 signals a potential shift in market dynamics, as on-chain data indicates capital is beginning to rotate out of stablecoins and back into Bitcoin. This movement, though still modest, suggests a reduction in the previously defensive investor posture. The Bitcoin realized cap—a measure of the market's aggregate cost basis—has improved from a steep negative of -$28.7 billion to around -$3 billion, while stablecoin market capitalization has declined. This shift coincides with significant inflows into US Spot Bitcoin ETFs, including a $471 million net inflow on April 6, and comes despite ongoing geopolitical tensions. If this trend continues, it may support further recovery in Bitcoin's price.

bitcoinist04/13 06:17

Bitcoin Liquidity Rotation Turns Bullish Again As Stablecoin Shelter Starts To Unwind

bitcoinist04/13 06:17

Altcoins or metals? Here’s how investors are rotating amid rising risk

Amid rising macroeconomic volatility and declining risk appetite, investors are rotating capital away from Bitcoin, which faces selling pressure, and into select altcoins. Technical indicators show Bitcoin dominance encountering resistance at 60%, while the Altcoin Season Index has risen, suggesting accelerating altcoin rotation. However, the Bitcoin Risk Index mirrors 2022 patterns, indicating that altcoins remain highly vulnerable to BTC’s instability. If negative altcoin impulse exceeds 25%, broader corrective pressure may spread. Concurrently, investors are hedging risk by moving into hard assets like gold and silver, which have gained significantly. This deliberate shift into metals may continue to limit altcoin upside until Bitcoin stabilizes and overall risk conditions improve.

ambcrypto03/28 15:02

Altcoins or metals? Here’s how investors are rotating amid rising risk

ambcrypto03/28 15:02

The Gold-to-Bitcoin Rotation Narrative Is Back, Is This Good For the BTC Price?

Bitcoin's failure to hold above $70,000 has reignited discussions about a potential capital shift from gold to Bitcoin. According to analyst Darkfost, a clear rotation signal requires Bitcoin to trade above its 180-day moving average (currently $89,700) while gold remains below its own. Currently, both assets are below their respective moving averages, indicating a negative signal. While gold is correcting due to forced liquidations rather than fundamental weakness, Bitcoin is consolidating under pressure. The narrative of capital moving from gold to Bitcoin is circulating but lacks confirmation. For the rotation signal to turn positive, Bitcoin must reclaim $89,700 while gold stays below its average. Until then, the trade remains theoretical.

bitcoinist03/28 00:01

The Gold-to-Bitcoin Rotation Narrative Is Back, Is This Good For the BTC Price?

bitcoinist03/28 00:01

How Bittensor’s [TAO] AI-driven 140% surge could fuel altcoin rotation

Bitcoin (BTC) is consolidating near the $70,000–$71,000 range with low volatility and fading momentum, causing capital to shift from Bitcoin to higher-beta altcoins. This rotation is driven by traders seeking stronger returns as BTC dominance stabilizes. Bittensor (TAO) leads the altcoin surge with a 140% rally over six months, rising from $150 to the $340–$370 range, supported by over $900 million in volume, indicating aggressive speculative inflows into the AI narrative. Memecore (M) also saw significant gains, reflecting growing risk appetite. Despite cautious broader market participation and neutral funding rates, selective capital deployment into narrative-driven assets signals early-stage altcoin expansion while Bitcoin remains range-bound.

ambcrypto03/26 17:08

How Bittensor’s [TAO] AI-driven 140% surge could fuel altcoin rotation

ambcrypto03/26 17:08

Bittensor [TAO] explodes 90% as AI narrative pulls capital from Bitcoin

Bittensor (TAO) has surged 90% in a rally primarily driven by the growing artificial intelligence (AI) narrative, pulling significant capital away from Bitcoin. This isn't a typical short-term rotation; data shows the TAO/BTC ratio is up 78%, indicating that approximately 70% of the inflows into TAO came at Bitcoin's expense. While similar capital shifts have occurred before and subsequently cooled, this rally is distinguished by strong fundamental support. Key metrics, including record-high monthly trading volume exceeding $5.7 billion and increased activity across Bittensor's AI subnets, suggest the move is backed by genuine network usage and adoption, not just hype. This positions TAO as a potential bellwether for a structural capital shift into AI-related crypto assets heading into Q2.

ambcrypto03/25 20:02

Bittensor [TAO] explodes 90% as AI narrative pulls capital from Bitcoin

ambcrypto03/25 20:02

Whale moves $16M into altcoins – Are DeFi tokens near a bottom?

A whale withdrew $16.06 million from Binance on March 24, 2026, to acquire a basket of DeFi-related altcoins, signaling potential early positioning amid a prolonged market downturn. The purchases included $4.07M in ENA, $3.64M in AAVE, $2.37M in AVAX, $2.13M in UNI, $2.05M in ONDO, and $1.81M in PENDLE. Most of these tokens remain more than 80% below their 2025 highs, but some show tentative signs of stabilization or minor bullish momentum. While one whale’s action doesn’t confirm a market-wide reversal, it suggests strategic accumulation at perceived lows. If these assets hold their current structure and begin to recover, it could indicate an early rotation into DeFi tokens.

ambcrypto03/24 13:32

Whale moves $16M into altcoins – Are DeFi tokens near a bottom?

ambcrypto03/24 13:32

Bitcoin trades 20% below miner costs as fear builds, but is a bullish rotation starting?

Bitcoin is trading 20-25% below the estimated average miner production cost of $89,000–$91,000, creating significant stress as many miners operate at a loss. This has led to miner liquidations and a compressed network hashrate. Market sentiment is in a "fear" zone, with the Entity-Adjusted NUPL metric declining significantly. However, a potential bullish shift is emerging. The Inter-exchange Flow Pulse (IFP) has formed a golden cross, a historical indicator of early-cycle accumulation, suggesting large investors may be buying. Furthermore, stablecoin liquidity is growing, with USDC's supply increasing 9.34% monthly, indicating deployable capital is returning. OTC desk balances are also falling as institutions withdraw Bitcoin for long-term holding, easing selling pressure. Despite these positive signs, Bitcoin remains at a fragile equilibrium near its Realized Price, and tightening macro conditions could still trigger further miner liquidations and prolong the current consolidation phase.

ambcrypto03/07 12:01

Bitcoin trades 20% below miner costs as fear builds, but is a bullish rotation starting?

ambcrypto03/07 12:01

38% of altcoins near all-time lows as BTC.D climbs – Setup bulls need?

A significant market divergence is unfolding, with Bitcoin dominance (BTC.D) climbing 1.75% in 72 hours as capital flows increasingly into Bitcoin, partly driven by its perceived safe-haven status amid geopolitical tensions. A CryptoQuant report reveals 38% of altcoins are trading near all-time lows, marking one of the most severe pullbacks in recent cycles. However, this is not necessarily bearish for altcoins. Historically, strong Bitcoin momentum precedes capital rotation into altcoins. Current rock-bottom social volume for alts, combined with an impending $16 billion Fed liquidity injection, creates a favorable setup for a potential trend reversal and long-term market growth, with Bitcoin laying the groundwork for broader crypto momentum.

ambcrypto03/05 00:02

38% of altcoins near all-time lows as BTC.D climbs – Setup bulls need?

ambcrypto03/05 00:02

Tether Market Cap Slides Toward Second Straight Monthly Decline

Tether's market capitalization has declined for the second consecutive month, falling from over $186 billion in January to around $183 billion in February. This represents one of the most significant supply reductions since the 2022 crypto market turmoil. As USDT supply decreases, liquidity for trading may also diminish. However, capital appears to be rotating within the stablecoin sector rather than exiting, as competitors like USD Coin have seen growth. The total stablecoin market cap remains near $307 billion. Despite the drop, USDT continues to trade near its $1 peg, indicating sustained market confidence. Analysts are monitoring wallet transactions to assess if supply will rebound in the coming months.

TheNewsCrypto02/25 12:52

Tether Market Cap Slides Toward Second Straight Monthly Decline

TheNewsCrypto02/25 12:52

Anthropic sparks a tech sell-off – It could be crypto’s turning point

Anthropic's launch of Claude has triggered a significant tech sell-off, exemplified by IBM's 13.15% drop, signaling a broader shift toward risk-off sentiment. This AI-driven uncertainty is also impacting crypto, where AI integration is raising production costs and creating new blockchain use cases. Analysts suggest the market may be nearing a bottom, as indicated by a contraction in USDT supply—a pattern previously associated with market stabilization. This combination of tech volatility and crypto's AI adoption could lead to capital rotation into digital assets, marking a potential turning point for the sector.

ambcrypto02/24 19:01

Anthropic sparks a tech sell-off – It could be crypto’s turning point

ambcrypto02/24 19:01