🏦 GSR Cuts Bitcoin Allocation — Is Institutional Attention Rotating Toward Solana?

The crypto market is giving traders another interesting signal today.
According to a fresh report, crypto market maker GSR has reduced Bitcoin’s weighting in its Core3 model to 16.9%, making BTC the smallest allocation among the three assets tracked by the model. At the same time, Solana’s allocation has been raised to 43.6%, putting SOL at the top.
That is a significant change in positioning, especially because Bitcoin remains the dominant asset in the crypto market.
But this shouldn’t be interpreted as “Bitcoin is finished” or “SOL is guaranteed to pump.” Portfolio models change according to relative performance, volatility and the assumptions behind the strategy.
What makes the move interesting is the timing.
Bitcoin is currently struggling around the $63K–$64K area, while traders are searching for stronger momentum after the recent upside attempt faded.
If capital continues rotating toward selected altcoins while BTC remains range-bound, Solana could stay firmly on traders’ watchlists.
For me, the bigger story is not simply BTC vs SOL.
It’s about where market attention and risk appetite are moving next. 👀📊