Crypto Scenario Insights
What happened
Recent ETF flow data reveals a stark divergence: spot BTC and ETH ETFs have experienced significant outflows over a six-week period, while XRP, SOL, and HYPE investment vehicles continue to attract capital.
What we think
The most likely outcome is a continuation of the current neutral, highly fragmented market structure (55% probability), where localized altcoin ETF inflows provide minor support but fail to drive systemic rallies due to…
Read the analysis
Capital Rotation or Localized Liquidity? Analyzing the Shift From BTC and ETH to Altcoin ETFs
We explain what happened and what could follow. We do not forecast prices.