Bitcoin spot ETFs and Ethereum ETFs registered notable outflows, while altcoin ETFs, led by the XRP ETF, drew fresh institutional funds, signaling a strategic shift in fund allocation within the crypto landscape.
Daily data show Bitcoin spot ETF net outflows near $195 million, reflecting a cautious stance amid macro headwinds. Ethereum ETFs also posted sizable outflows as investors await upcoming inflation data. Overall mainstream ETF activity cooled as institutions trimmed broad exposure rather than retreating entirely.
In contrast, the XRP ETF has sustained inflows across several weeks, with cumulative gains approaching $900 million, underscoring institutional confidence and potential regulatory optimism. Other altcoins, including Solana, showed modest inflows, indicating internal rotation rather than capitulation. As year-end nears, allocations appear to favor momentum-driven altcoins over traditional large-cap exposures.