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Institutional demand is returning to crypto, but it is not lifting every asset equally. The latest weekly data show U.S. spot Bitcoin and Ether ETFs attracted roughly $1.1B combined, their strongest inflow week since April, despite relatively low overall market volume. At the same time, Bitcoin remains near the $64K area while altcoins continue to show weaker relative momentum. Why does this matter? ETF flows provide regulated access for institutional capital, but the current divergence suggests money is still concentrating in the largest, most liquid assets rather than broadly rotating into altcoins. That creates a mixed setup for $BTC and $ETH, while $SOL, $XRP, $SUI, $AAVE, $LINK, $UNI and $AVAX need stronger spot demand to confirm a wider risk-on rotation. Traders should monitor ETF net flows, BTC dominance, stablecoin liquidity, funding rates, open interest and spot volume. A sustained decline in BTC dominance alongside rising altcoin volume would provide stronger evidence of market-wide risk appetite. The key question now is whether institutional inflows eventually broaden into the altcoin market or remain concentrated in Bitcoin and Ethereum.