Matrixport released a chart today stating that the latest "mini altcoin season" has cooled down temporarily, with market preference returning to Bitcoin. Bitcoin's dominance rate, which previously dipped to a low of approximately 56.8%, has now rebounded to 59.5%, showing a gradual upward trend. This round of market activity has seen a rise in BTC's dominance; this phenomenon may be related to increased institutional participation and funds concentrating on assets with higher liquidity and clearer compliance. Looking back over the past decade, holding Bitcoin has consistently demonstrated higher performance and a higher success rate in most phases. Based on this framework, we have shifted our tactical model towards Bitcoin over the past month; as long as the dominance rate continues to rise, the current allocation bias will be maintained in the short term, and will be dynamically adjusted based on market conditions and risk control signals.