When analyzing institutional market behavior, monitoring how aggregate treasury positions evolve is crucial. Pay attention to whether total institutional value is climbing or contracting—this signals broader sentiment shifts. Equally important: track each asset's relative weighting. Does Bitcoin's share expand while Ethereum contracts, or vice versa? These reallocation patterns matter. Consider Ethereum's trajectory—institutional adoption accelerated notably around July of last year, with holdings climbing visibly during that window. Spotting these turning points early can help you anticipate where smart money is rotating next.