Crypto's Great Capital Reallocation: Three Simultaneous Rotation Axes Restructure the Asset Class

Bitcoin-to-ETH whale rotations, ETF inflows across multiple assets, and USDT-to-USDC settlement shift are happening simultaneously. Rather than a single rotation axis, three distinct capital movements are occurring in parallel, each driven by different institutional logic. The convergence suggests crypto markets are undergoing structural reallocation enabled by infrastructure milestones like Firedancer and CCIP v1.5.