Bitcoin and Ether remain foundational assets even as newer platforms gain traction, with market dynamics likely to shift as conditions change.

At the start of November, Solana ETFs drew about $70 million in fresh inflows, while Bitcoin and Ether ETFs faced outflows exceeding $320 million.

Solana-focused ETFs are leader in daily inflows, gaining nearly 5% as capital rotates away from Bitcoin and Ethereum products into Solana vehicles.

Solana ETFs have now attracted inflows for six straight days, adding close to $15 million, signaling ongoing institutional interest driven by yield potential and Solana’s fast, scalable blockchain narrative.

Despite Solana’s gains, risks persist from outages and ongoing concerns about reliability and network issues, underscoring volatility in newer digital assets.

Bitcoin price volatility continued, dropping around 8% and testing a retracement near $100,000 before stabilizing above $102,000 midweek.

Analysts expect Solana momentum to continue into next week amid active rotation, though macro news could bring volatility.

Ether remains second-largest yet ETFs face outflows amid delays and questions about Ethereum 2.0’s proof-of-stake transition.

Solana’s on-chain TVL remains stable in Q4, suggesting rising speculative interest without a corresponding jump in liquidity.

Investors show a bifurcated market: macro uncertainty pressures traditional crypto assets, while high-yield, fast-chain projects like Solana attract niche capital.

Wintermute analysts say the broader crypto downturn is linked to liquidity distribution, contributing to current price stagnation.

Macro jitters and tightening liquidity are driving risk-off behavior, prompting capital rotation away from leading assets while favoring yield-focused projects.