š ETFS: SOL STANDS ALONE AS FLOWS TURN SELECTIVE
Out of the top three crypto ETFs, SOL ETFs were the only ones to record net inflows this week, while others saw capital stall or move out.
That detail matters more than it looks. When flows become selective instead of broad, it signals discrimination, not blind optimism. Capital isnāt chasing ācryptoā as a category ā itās choosing specific exposure where conviction still exists.
SOL attracting inflows while peers donāt suggests investors are positioning around relative strength, ecosystem momentum, or expectations of future catalysts rather than riding a market-wide wave. This is what mid-cycle behavior looks like, not early-cycle enthusiasm.
The bigger takeaway is simple.
ETF flows are no longer about beta. Theyāre about preference.
And when capital starts picking favorites, the gap between leaders and laggards usually widens.
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