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

Jul 21, 2025

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...

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