According to @CryptoMichNL, ETH doubled in the past month and is close to its all-time high, source: @CryptoMichNL. He states that once ETH momentum stalls, altcoins are likely to surge more sharply with higher volatility, source: @CryptoMichNL. He advises allocating to altcoins early to position for the expected rotation, source: @CryptoMichNL.

According to @MilkRoadDaily, most new crypto inflows are institutional rather than retail, pushing capital into public-market proxies like BTC spot ETFs, MicroStrategy MSTR, and Coinbase COIN due to frictions moving capital on-chain (source: @MilkRoadDaily on X, Aug 10, 2025). According to @MilkRoadDaily, this institutional preference helps explain why BTC ETFs, MSTR, and COIN have recently outperformed, making ETF net flows and equity beta to BTC key trading indicators (source: @MilkRoadDaily on X, Aug 10, 2025). According to @MilkRoadDaily, ETH treasury companies could be the next focus as institutions seek scalable exposure, implying potential rotation toward equities with ETH on balance sheets when execution rails improve (source: @MilkRoadDaily on X, Aug 10, 2025).

According to @MilkRoadDaily, SOL has been quiet and the SOL/ETH pair remains in a downtrend, signaling continued relative underperformance of SOL versus ETH in recent action (source: @MilkRoadDaily on X, Aug 10, 2025). @MilkRoadDaily notes that when BTC rallied, market sentiment turned against ETH, and with attention now on ETH, the author is watching for a potential rotation toward SOL next (source: @MilkRoadDaily on X, Aug 10, 2025). For traders, this frames a rotation watchlist: monitor SOL/ETH for trend reversal signals, track leadership shifts from BTC to ETH to SOL, and align entries with momentum confirmation (source: @MilkRoadDaily on X, Aug 10, 2025).

According to André Dragosch, he favors continued rotation out of BTC into ETH, noting this would allow investors to accumulate BTC at cheaper levels as ETH outperforms BTC, i.e., stack sats more cheaply (source: André Dragosch on X, Aug 10, 2025). For trade tracking, the rotation theme is best monitored via a rising ETH/BTC cross showing ETH strength versus BTC and a softer BTC Dominance (BTC.D) reflecting BTC’s declining market share during altcoin outperformance (sources: André Dragosch on X; Binance Academy overview of trading pairs; TradingView index descriptions for BTC.D). Tactical implications include prioritizing BTC dollar-cost averaging during ETH/BTC uptrends and using ETH/BTC trend confirmation alongside BTC.D weakness before positioning in the rotation theme (sources: André Dragosch on X; Binance Academy; TradingView).

According to @KookCapitalLLC, one memecoin labeled $COIN will flip the Coinbase 50 Index, framing a boomers-out, zoomers-in rotation narrative for crypto traders. Source: @KookCapitalLLC on X, Aug 9, 2025: https://twitter.com/KookCapitalLLC/status/1954253778405806089 The post tags @coin50community and explicitly promotes $COIN versus the Coinbase 50 Index, communicating a relative long $COIN vs index trade idea. Source: @KookCapitalLLC on X, Aug 9, 2025: https://twitter.com/KookCapitalLLC/status/1954253778405806089