Yesterday on the U.S. side, XRP spot ETFs saw net inflows of about $26.2 million, with total assets of roughly $1.44 billion; SOL spot ETFs saw net inflows of about $18.08 million, with total assets of roughly $1.43 billion. While Bitcoin is flowing out, these two are still seeing inflows. In the spot market, XRP is around $1.39 (-2.4%), and SOL is around $104 (-2.6%). They both look green, but the funding picture isn’t a blanket exodus.
Going back one more week, it’s even more dramatic: the total market cap added about $43 billion over roughly six days, at one point reaching $2.68 trillion. The XRP move had the most volatility, and Bitcoin even touched $80,000. This pullback today feels more like washing out leverage after a peak—it’s not “the narrative is dead” on the spot.
One more detail: some addresses withdrew about 281,000 SOL from Binance, worth roughly $29.68 million. Withdrawals don’t necessarily mean dumping; in many cases, people are actually just accumulating and don’t want their coins bouncing around in the order book. Don’t be spooked just because you see the four words “large withdrawals.”
My reminder is simple: ETF inflows don’t solve the problem of chasing. Since XRP and SOL are both high-volatility, their pullbacks can be quicker too. Today is better to watch who is still buying when prices drop, rather than who rallied hardest yesterday. Right now, do you want to hold $XRP or $SOL? Type it out in the comments—don’t just say “both.”