SOL Rotation Confirmed, Froth Builds, but ETH Inflows Support Rally

Discussed in today’s video:

• Solana Strength: Capital sidelined for the PUMP token appears to be rotating back into SOL, which is outperforming both absolutely and relative to BTC.
• Altcoin Froth Rising: Market breadth is nearing levels that often precede consolidation, though it hasn’t triggered a full risk-off signal yet.
• ETH Inflows Build Confidence: For the first time this cycle, we’re seeing meaningful USD inflows into non-BTC assets, particularly ETH, helping validate the rally.
• Catalyst Ahead: A forthcoming report from the President’s Working Group could propose budget-neutral BTC purchases for a Strategic Reserve. It’s due before month-end and could act as a major catalyst.
• Bottom Line: Still bullish, but watching for signs of overheating.

Tickers in this video: BTC