Remember I keep on talking about capital rotation? Canary Capital CEO Steven McClurg is calling for Bitcoin to hit $150K by year’s end, citing massive ETF inflows and growing institutional demand. He sees a likely pullback in 2026, but for now, Bitcoin is benefiting from both “digital gold” narratives and risk-on flows. On the flip side, he downplayed Ethereum, calling it “older tech” compared to newer chains like Solana and Sui and @injective, even though ETH has been rallying hard on regulatory clarity, deflationary dynamics, and developer momentum. What caught my eye is that Canary isn’t just pushing Solana and Sui ETFs, they’ve also filed an ETF with Injective, alongside XRP, HBAR, CRO, and even Litecoin. That’s a big signal. While the headlines focus on BTC and ETH drama, the real bullish takeaway is that institutional-grade players are now carving out vehicles for ecosystems like Injective, which is purpose-built for on-chain finance and already has one of the most deflationary tokenomics designs in crypto. So while Canary might be dismissive of Ethereum, I see this as proof that capital rotation is broadening. Solana and Sui get the attention, but Injective sneaking into ETF filings is massively bullish; it means institutions are quietly positioning in specialized L1s that can capture very specific narratives (DeFi in Injective’s case). If Bitcoin rips to $150K, the real asymmetric upside could be in these newer chains that ETFs legitimize. Let's see what happens, even though ETH is still my 2nd biggest bag, I am inching it towards others right now...