Why is nobody talking about the rotation hiding inside last week's ETF outflows?
Most traders saw the $70.7M net number and treated it as institutions dumping crypto. That's how you sell $BTC at the wrong time or pile back into $ETH after a single strong Friday.
The actual flows show a split. Bitcoin ETFs finished +$6.1M, then saw $433M come in on Friday as $BTC reclaimed $80K. Solana pulled $60.7M, with BSOL taking $58.7M, nearly 97% of the category. Hyperliquid added $3.1M. Ethereum was the outlier, losing $140.6M despite that Friday bounce.
Capital is not fleeing. It is getting picky. If you are still looking at the net number, you are missing where the real bids are.
The practical step is to track the individual daily prints instead of the weekly total. When late-week money is flooding $BTC and $SOL while $ETH keeps seeing outflows, that is your cue to overweight the former and stay cautious on the latter. Size accordingly.
Where do you think ETH outflows go from here if Bitcoin holds $80K?
#Bitcoin #Solana #CryptoETFs
Most traders saw the $70.7M net number and treated it as institutions dumping crypto. That's how you sell $BTC at the wrong time or pile back into $ETH after a single strong Friday.
The actual flows show a split. Bitcoin ETFs finished +$6.1M, then saw $433M come in on Friday as $BTC reclaimed $80K. Solana pulled $60.7M, with BSOL taking $58.7M, nearly 97% of the category. Hyperliquid added $3.1M. Ethereum was the outlier, losing $140.6M despite that Friday bounce.
Capital is not fleeing. It is getting picky. If you are still looking at the net number, you are missing where the real bids are.
The practical step is to track the individual daily prints instead of the weekly total. When late-week money is flooding $BTC and $SOL while $ETH keeps seeing outflows, that is your cue to overweight the former and stay cautious on the latter. Size accordingly.
Where do you think ETH outflows go from here if Bitcoin holds $80K?
#Bitcoin #Solana #CryptoETFs
