2026-05-26：Institutional Outflows Mask a Structural Rotation: Capital Flees Majors for AI Infrastructure Amid Geopolitical and Derivative Dislocations

A billion-dollar institutional retreat is hitting Bitcoin, but the market is not breaking the way many expected. Why? Because while spot Bitcoin ETFs bleed one point five five billion dollars over six days, capital is quietly slipping into a different corner of crypto: AI infrastructure. NEAR surges about fifteen percent on more than two billion dollars in volume, XRP attracts rare institutional inflows, and Ethereum flashes a stronger technical setup even as retail leverage stacks up. But beneath the rotation, a twenty percent HUMA supply unlock and broken futures pricing in smaller tokens reveal where the real fragility may be hiding. Is this the start of a smarter sector rotation, or just a crowded trade wearing a new costume? Full report: https://deepmarket.report/en/report/crypto/2026-05-26