The money didn't run away, it just changed tables—XRP and SOL are secretly bleeding out

Many people see the continuous outflow from BTC spot ETFs and shout "The bull market is over," but they miss half the script: institutions are redeeming BTC/ETH while increasing their holdings in XRP and SOL funds. This isn't exiting the market; it's rotation.
When the market has no direction, smart money shifts from "lying down and winning with BTC" to "precisely betting on assets with catalysts." In the second half of the year, I’m watching three trends: SOL/XRP (with real ETF fund inflows), ETH staking (high yield but with new risks, the April vulnerability caused Aave to rewrite its token standards), RWA (the more chaotic macro environment, the more attractive on-chain assets become).
A bear market isn’t without opportunities; it’s just that there are no "blind buy" opportunities. By the way: the US and Iran have both ceasefire and reconciliation, but I and my unrealized losses are still fighting.
Which narrative are you betting on in the second half of the year? Drop your stance in the comments. (Personal opinion, not investment advice, DYOR)