Last week's flow data tells a two-speed story:

Majors under pressure:

- $BTC -$1.26B

- $ETH -$215.99M

Altcoins catching bids:

- $XRP +$22.04M

- $SOL +$15.63M

Reading the signal correctly:

This is not a market in panic. The BTC and ETH outflows look large, but they follow a period of strong performance — profit-taking is a normal institutional move after a run.

The more interesting data points are XRP and SOL. Both are absorbing fresh capital at exactly the moment the majors are being trimmed. That is rotation. Institutions are not leaving the market — they are repositioning inside it.

Why XRP and SOL specifically:

- Both have active spot ETF narratives in the pipeline

- Both carry regulatory clarity relative to most alts

- Both have higher beta — which is what you want when rotating into altcoin exposure

What this means practically:

If you are tracking institutional sentiment, the metric to watch is not the BTC outfl...