🚀 SOL ETFs Pull in $199M, BTC Loses $799M – Are Investors Shifting Gear?

📅 2025-11-03 | 02:00

💰 BTC +0.09% | SOL -0.3%

đŸ”č Key Takeaways

â–Ș Are institutions rotating from Bitcoin to Solana ETFs?

 → Inflows hint at it — Solana ETFs pulled nearly $200M in four days, while Bitcoin ETFs saw massive $799M outflows.

â–Ș Does the technical setup confirm the shift?

 → Not yet. SOL’s momentum remains 4x weaker than BTC, and TVL is flat, signaling liquidity hasn’t caught up.

đŸ’Œ Institutional Flows: The Rotation Narrative

Massive outflows have hit crypto ETFs this Q4. Against that backdrop, Solana [SOL] rolled out its first-ever U.S. spot ETF, which many see as a bold, strategic pivot.

💾 In just four trading days, over $199M flowed into Bitwise (BSOL) and Grayscale (GSOL) ETFs.

👉 Bitwise’s BSOL even led all crypto ETPs with $417M in weekly inflows, later highlighted by the Bitwise President himself — subtly jabbing at BlackRock’s BTC ETF.

📊 BTC vs SOL: Momentum Check

â–Ș BlackRock’s IBIT alone accounted for 50% of the $799M BTC ETF outflows last week.

â–Ș Meanwhile, BSOL attracted $197M, positioning Solana as a credible alternative in the institutional arena.

â–Ș Yet, SOL/BTC ratio dropped 8%, showing that Bitcoin still holds stronger market momentum.

🔍 DeFi & On-Chain View

Solana’s TVL remains range-bound through Q4 — meaning institutional liquidity hasn’t yet followed ETF inflows.

The ETF debut signals confidence, but not yet a full breakout.

For now, BTC still leads in both technical strength and investor conviction.

💬 Bottom Line:

Solana’s ETF debut marks a turning point for institutional diversification — but Bitcoin still sets the pace.

If SOL keeps this momentum, a real shift could unfold in the next ETF rebalancing cycle.

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