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🏦 ETF FLOWS ARE SHIFTING — $ETH IS STARTING TO CARRY THE BID The latest ETF data is becoming more interesting than the headline price action. Both $BTC and $ETH have recorded five consecutive sessions of positive ETF flows, but the composition of that demand is changing. Recent verified data confirms strong five-day inflows across both products, with ETH showing particularly strong demand. The key observation is simple: Bitcoin's inflows are cooling, while Ethereum's demand remains comparatively firm. That matters because BTC has traditionally been the first destination for institutional crypto exposure. When ETH starts attracting a larger and more consistent share of flows, it can signal that investors are becoming more comfortable taking additional risk. 🟠 BTC — STILL THE ANCHOR Bitcoin remains around the $78K–$79K region after failing to hold above $80K. The recent pullback isn't necessarily bearish by itself. What's more important is whether BTC can continue holding support while ETF demand remains positive. If flows slow further and BTC loses support, the market could see a deeper consolidation. But if BTC stabilizes while capital continues entering the ETFs, it could simply be supply being absorbed before another attempt higher. 🔵 ETH — THE MORE INTERESTING FLOW Ethereum is telling a slightly different story. ETH has been outperforming BTC recently, and its ETF demand has remained strong. The latest five-session period brought roughly $697M into Ethereum ETFs, a record weekly inflow for 2026. That's worth watching. If ETH continues attracting capital while BTC consolidates, the ETH/BTC ratio could become one of the most important charts for the next phase of the market. It doesn't necessarily mean Bitcoin is going down. It could simply mean Ethereum is beginning to capture more of the upside. 👀 THE REAL SIGNAL I'm less interested in one day's ETF number and more interested in the direction of flows over several sessions. If BTC inflows continue fading while ETH remains strong, capital rotation could become increasingly visible.