2026-05-22：Institutional Capital Rotates from Ethereum to Solana as AI Agents Begin Autonomous Treasury Management

A quiet rotation is unfolding beneath the crypto market’s surface: Solana ETFs have absorbed about one point one two billion dollars in 11 days, while Ethereum products keep bleeding capital. Is this just momentum, or the start of a deeper institutional split between the two biggest smart-contract stories? This episode follows the money from SOL’s tactical breakout toward 91 dollars, to ETH’s uneasy rebound signal, to Bitcoin’s fragile setup near 77,500 dollars. Then the plot widens: AI agents are beginning to manage DeFi treasuries, HYPE is riding a derivatives boom, and Zcash faces a whale short that could either break the chart or fuel a squeeze. Calm market, strange signals, big implications. Full report: https://deepmarket.report/en/report/crypto/2026-05-22