Bitcoin News Today: Institutional Investors Shift $750M to Solana ETFs as Bitcoin, Ethereum ETFs See Outflows

The crypto ETF landscape is showing starkly diverging trends, with Solana (SOL) attracting robust inflows while Bitcoin and Ethereum ETFs grapple with significant outflows. According to a Coinotag analysis, Solana's spot ETFs, led by Bitwise's BSOL, have drawn $199.2 million in cumulative inflows as of late October 2025, with $44.48 million added in a single day on October 31, as Coinpaper reported. This surge contrasts sharply with Bitcoin ETFs, which saw $543.59 million in outflows from October 29 to 31, driven largely by BlackRock's iShares Bitcoin Trust (IBIT), which offloaded 2,724 BTC ($297.93 million) during the period, according to Coinotag breaking news. Ethereum ETFs also faced $210.43 million in outflows, with BlackRock reducing its holdings by 31,754 ETH ($121.94 million), as noted in a CryptoFront report.

The shift in capital highlights a broader reallocation strategy among institutional investors. Market analyst Lark Davis noted, as covered by FinanceFeeds, that Solana's momentum "underscores the appeal of scalable networks in a maturing market," as investors seek alternatives to Bitcoin and Ethereum amid equity markets outperforming digital assets. Vincent Liu of Kronos Research added, in a Coinotag report, that Solana ETFs are benefiting from "capital rotation and fresh catalysts," including staking yields of approximately 7% and the launch of new products like Bitwise's BSOL, which amassed $222.8 million in assets under management within its first week.

Bitcoin's struggles reflect broader market dynamics. Despite a recent $931 million inflow surge following the Federal Reserve's rate cuts, reported by TradingNews, the asset faced a sharp reversal on October 29, with $470.7 million in outflows—its largest single-day redemptions since the ETFs' launch. This volatility underscores the sensitivity of institutional portfolios to macroeconomic signals, with Ethereum ETFs also losing $169 million in weekly outflows as investors consolidated positions.

Solana's rise is being fueled by regulatory tailwinds and ecosystem growth. Hong Kong's approval of its first Solana spot ETF in late October, and ongoing global filings for additional products, signal expanding institutional adoption, as detailed in a Coinotag report. On-chain metrics further reinforce optimism: Solana's network now hosts over $40 billion in user assets, with transaction speeds and low fees positioning it as a viable alternative to slower blockchains. Meanwhile, Tron's network saw 87.72 million active addresses in October, alongside a 174% surge in decentralized exchange volume.

The divergent trends reflect a maturing crypto market where investors are increasingly diversifying beyond Bitcoin. While the latter's ETFs still dominate with $149.96 billion in assets under management, as reported by Yahoo Finance, the combined $750 million outflows from Bitcoin and Ethereum ETFs highlight a strategic shift toward high-growth, yield-generating alternatives. Analysts caution, however, that macroeconomic shocks or regulatory delays could disrupt these flows, particularly as U.S. ETF approvals face bottlenecks due to government shutdowns.