The data from the past two months is quite interesting. Bitcoin spot ETFs experienced a net outflow of $4.57 billion between November and December, setting a new record. During the same period, BTC prices also dropped by 20%, indicating that institutional investors are really feeling a bit panicked.

But there's a detail worth pondering—XRP spot ETFs attracted over $1 billion in funds, and SOL spot ETFs also saw inflows of $500 million. Even when the market is bad, money is still flowing. What does this mean? Institutions are not exiting the market but are instead rotating their positions. They are reallocating their portfolios, shifting from one promising sector to another. The market isn't dead; it's just changing formations.