The story of this round of "Dollar Overflow" is actually coming to an end. Instead of fixating on the ups and downs of the K-line, it's better to focus on the bigger trend—the speed at which this wave of money is coming in might be much faster than you think.

Honestly, recent economic data has been flying everywhere, which can be overwhelming. But cutting through the fog to see the essence, it's one sentence: there is simply too much money, so much that it can't be contained and is overflowing.

**The Other Side of the Trade Deficit: The Dollar Wanders Globally**

When you see the US trade deficit numbers soaring, don't rush to treat it as purely an economic issue. Look at it from a different perspective: Americans are using an overwhelming amount of US dollars to exchange for goods and services worldwide. In this process, hundreds of billions of dollars are continuously "leaving" the US and flowing into the global market.

These funds are drifting in the international market. US Treasury yields are unimpressive, US stocks are at historic highs, and the appeal of traditional assets is waning. This "hot money" needs a place to settle. The crypto market, being a low-lying area, just happens to be the best reservoir.

**The Dollar in Your Hand Can't Buy as Much as Before**

When you suddenly realize that the purchasing power of the dollar is shrinking, the instinctive thought is: quickly switch assets.

Bitcoin is like digital gold, used to stabilize and anchor; while various altcoins are like leverage tools. When this flood of dollars rushes in, smaller projects only need a little "wave" to be affected, and their price increases can shock traditional traders.

**The Iron Law of Market Rotation: Bitcoin Leads, Altcoins Follow**

Veterans are no strangers to this logic: when Bitcoin moves, everything else follows.

Now that Bitcoin has already pushed market sentiment to the limit, new funds see Bitcoin's high price and reduced volatility, and naturally turn their attention to low-market-cap projects with stories and ecological support. At this point, the feast of altcoins begins.