Crypto ETF Funds Shift Significantly: Bitcoin ETF Experiences Outflows, Ethereum and SOL Attract Capital

【Navigation Compass】Institutional Rebalancing Strategies: Non-Mainstream Crypto ETFs Become New Capital Favorites
Quick News Overview: Since January 2026, crypto ETF capital flows have shown clear divergence. Bitcoin spot ETFs recently recorded a large net outflow of $243 million, marking the first such occurrence in 2026, while Ethereum, Solana, and XRP spot ETFs simultaneously received net capital inflows, with Ethereum ETF attracting $115 million. Institutions generally believe this is a phase of profit-taking and position adjustment, rather than a negation of Bitcoin's long-term value. Personal opinion: Capital rotation reflects institutions shifting from "single bet on Bitcoin" to diversified allocations. The practicality of Ethereum's ecosystem, Solana's high performance, and XRP's compliance narrative have become key highlights attracting funds. For ordinary investors, this allocation logic can be referenced: adopt a "core + satellite" strategy—hold BTC as the core while moderately allocating to quality Altcoins. However, note that non-mainstream assets tend to be more volatile, so position sizes should be controlled. In navigation, one shouldn't focus solely on the main route; exploring branch routes reasonably can capture more opportunities, but only if risk is properly assessed.