📊 Institutional Alpha: ETF Outflows vs. Altcoin Divergence
The "Majors" are cooling off, but the underlying data reveals a sophisticated shift in capital allocation. While BTC and ETH see minor distribution, a rare decoupling is emerging in high-beta assets.
📉 The Macro: Institutional Distribution
Spot ETF flows indicate a temporary "risk-off" sentiment for the market leaders. This isn't a crash it’s capital consolidation.
$BTC : -$32.11M Net Outflow (Minor sell-side pressure)
$ETH : -$41.98M Net Outflow (Institutional rebalancing)
The Alpha: The Decoupling Signal
The real story is the positive net inflow into $SOL and $XRP despite the red tape in the majors.
Solana (SOL): +$1.71M Inflow
XRP: +$2.09M Inflow
📌Why it matters: When Altcoins attract capital while BTC/ETH are bleeding, it signals a rotation rather than a market exit. Smart money is positioning for an "Altcoin Expansion" phase.
