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ETF Momentum Meets Macro Tailwinds – Tactical Rotations Keep Us Ahead
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ETF Momentum Meets Macro Tailwinds – Tactical Rotations Keep Us Ahead
What We Got Right ✅➕ Solana ETF Playbook Executed CleanlyWe trimmed SOL during low momentum but re-entered ahead of its staking ETF debut. With strong inflows on both day one and two, the overweight delivered clear outperformance.➕ Rotated ETH Exposure Back Into StrengthWe reduced our ETH position early in the week as ETF flows turned negative but scaled back in as flows and price momentum returned. This dynamic allocation helped capture upside …
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