Bullrun hits its peak? Behind the shakeout is the "final shift" of major capital!

The sharp drop on November 10 truly left many people “frozen in shock.” Just the day before, everyone was shouting “Bullrun has never been this strong!”, but the next day, opening the app, their accounts were deep in the red, as if a bucket of paint had been dumped on them. Many members in the group chat screamed: “It’s over, the bullrun has crashed!”

But for long-time market watchers, that drop wasn’t a sign of the end, but rather the final gear shift before the flow of money turns to a new upcycle.

1️⃣ Don’t Scare Yourself: Money Is Rotating, Not Exiting A close look will reveal something highly unusual: BTC and ETH recovered quite well But altcoins simultaneously plummeted in the opposite direction Altcoin contracts got liquidated even more than BTC

If this were truly a weakening phase, BTC/ETH should have broken down before altcoins.

But the opposite is happening → this is a clear sign of smart money restructuring portfolios, while retail investors are more frightened than the whales.

The reason is simple: 👉 New projects are popping up everywhere, but the capital inflow isn’t increasing accordingly. 👉 The old pattern of “ETH rises → altcoins follow” from 2020–2021 no longer applies. 👉 There are too many altcoins, but too little money → capital only flows into the highest conviction groups.

In other words, the old market cycle is dead; anyone still waiting for the “traditional rotation” will only get slapped by the market.

2️⃣ Why Have Anonymity and Privacy Become the Focus? It’s not a coincidence that the whole privacy sector shot up like a rocket at once: TAO went from 150 to 900 USD in a few days—a crazy 6x increase MKR surged more than 40% in just one week ZEC—a coin that’s been silent for almost a year—also quietly doubled

Why is money flowing here? 🔍 Core reason: Global demand for “hidden transactions” is surging

Right now, many countries are tightening digital asset oversight, making users nervous: Public transactions → loss of privacy Transfers being tracked → legal risks Fully transparent assets → no longer safe

In this context, the need for “private transactions – hidden identity” is booming.

Some features of the privacy sector: Few quality projects Market cap not too large Just a moderate inflow of capital → price can spike very quickly

This is called a high-probability opportunity, due to low supply and surging demand.

3️⃣ STORAGE Sector Suddenly Revives – The Reason Is AI Many “experts” say FIL, AR, and STORJ are overvalued. But in reality: AR jumped nearly 30% overnight FIL broke out of its long-term accumulation range Storage tokens all turned sharply green

This isn’t a fake pump, but a recovery in line with the group’s cycle: 🌐 AI → needs data → needs decentralized storage

AI is not just hot, the whole world is chasing it Every AI model needs massive amounts of data Large corporations want secure, distributed, tamper-resistant storage Blockchain storage addresses the exact pain points of the market

Previously, capital was sucked into other hot narratives, but now it’s coming back → storage is surging as it should.

4️⃣ So Where Is the “Next Play”? If you understand that capital rotation is moving: AI → Privacy → Storage → ?

Then the recent shock was likely just: the end of the rotation before the final strong leg of the bullrun.

According to on-chain data + capital behavior: ⭐ Groups that could become the “final stage” include: AI continues with the “data – model – compute” group Modular / L2 infrastructure (big money loves this) Privacy & Storage enter a maintenance phase Tokens related to real-world-data (RWA expansion)

But the most important lesson is: 👉 Don’t chase everything 👉 Pick the right narrative that’s truly attracting capital

🎯 Summary for Those Who Need Clear Actions

The 11/10 dump is not the end of the bullrun, but a restructuring of capital Strong rises in Privacy and Storage confirm capital is favoring high-conviction bets The next sectors likely to break out: AI – Modular – Expanding RWA Anyone still using the “old rotation” mindset will get ruthlessly eliminated by the market