Mando has rotated 60% of their ETH holdings into BTC between $4,000-$4,700 for ETH, planning to increase this to 75% by ETH's all-time high. This suggests a belief that BTC may outperform ETH in the near term, or that ETH has become a "consensus trade" and is due for a rotation. Investors might consider a similar rotation from ETH to BTC if they share this sentiment.