Tem (Ø,G)ADD+
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The key message from ETF flows last week: this was not a full risk-on week, but a week of layered capital allocation as macro conditions improved. $BTC ETFs recorded $623M in net inflows for the week, marking 6 straight weeks of inflows. That tells us institutional positioning in Bitcoin remains intact. But the recent two-day outflow streak also matters. With BTC pushing back toward the $80K area, some fast money appears to be taking profit, even as longer-term allocation capital stays in place. $ETH ETFs brought in $70.49M last week, led by BlackRock’s ETHA with $100M in net inflows. That looks like a recovery on the surface, but the structure matters: it feels more like concentrated buying into a top-tier product than broad-based demand across the full ETH ETF complex. In other words, ETH is stabilizing, but the recovery is still not as convincing as BTC’s. The more interesting shift came from $SOL and $XRP. Last week, spot SOL ETFs saw $39.23M in net inflows, while spot XRP ETFs added $34.21M. That suggests that as macro pressure eased and risk appetite improved, capital was not just rotating back into Bitcoin, but also starting to reach for higher-beta exposure. So the real takeaway is not simply who got the most inflows. It is this: BTC remains the core allocation, ETH is in repair mode, and SOL/XRP are starting to capture tactical beta flows. What matters next is whether this layered rotation continues. If BTC flows keep cooling while SOL and XRP continue to attract capital, the market may be rotating further out the risk curve. But if BTC re-accelerates and ETH flows broaden beyond ETHA alone, then this week may look more like a healthy sentiment reset than a true style shift. Which scenario do you think plays out? #BTC #ETH #SOL #XRP #ETF #Crypto #SoSoValue




Introducing our Wave 1 Product Reviewers! A warm welcome to the 8 SoSoScholars from the SoSoValue research community who are joining us to find the gems. 💎 They’ll dig into the demos, review product logic, and surface the real value behind your ideas. May the best projects shine. ✨ Submit yours 👇 app.akindo.io/wave-hacks/JBE… #SoSoValue #SoSoScholar #Buildathon #OnChainFinance


















