ETF Flow Update: Signs of Capital Rotation
Recent spot ETF data suggests a shift in institutional positioning rather than a broad exit from crypto markets.
ETF flows:
Bitcoin ETFs: Net outflow of $104M, marking the fifth consecutive day of outflows.
Ethereum ETFs: Net outflow of $41.74M.
Solana ETFs: Net inflow of $1.87M.
XRP ETFs: Net inflow of $3.43M.
Market context:
Outflows from BTC and ETH ETFs indicate reduced short-term exposure to major assets. At the same time, modest inflows into SOL and XRP ETFs suggest capital is rotating toward select altcoins rather than leaving the asset class entirely.
Takeaway:
This pattern points to near-term pressure on BTC and ETH, alongside early signs of improving liquidity conditions for certain altcoins. Whether this develops into a broader trend will depend on the persistence of these flows.
