2026-05-21：The Great Capital Rotation: Institutional Exodus from Bitcoin Meets Staggering Corporate Accumulation of Ethereum

Bitcoin is bleeding institutional ETF capital, yet refusing to break. Ethereum looks technically weaker, even as one NYSE-listed company quietly controls more than five million ETH, over four percent of supply. Strategy just bought another two billion dollars of Bitcoin, but its famous “never sell” aura may have cracked. Meanwhile, Solana is pulling activity away from Ethereum’s Layer 2 maze, and XRP is catching regulatory tailwinds from the CLARITY Act while its chart points the other way. Is this the start of a major capital rotation, or just a market trapped between liquidity, yields, and geopolitical noise? In this episode, we unpack the levels, flows, and corporate moves that could define crypto’s next chapter. Read the full report: https://deepmarket.report/en/report/crypto/2026-05-21