Searched the web#GoldmanCryptoPivot: XRP Gone. Solana Gone. Bitcoin Stays. Goldman Just Told You What It Actually Thinks. Goldman Sachs filed its Q1 2026 13F — and the crypto reshuffling inside is the clearest institutional signal of the quarter. XRP ETF positions: liquidated entirely. Solana ETF positions: zeroed out. Combined, those altcoin ETF holdings had peaked at roughly $154 million in Q4 2025. Not reduced. Not trimmed. Gone. Bitcoin exposure: $700 million, held intact across BlackRock and Fidelity ETF positions. ETH ETFs: cut by 70%, leaving a $114 million stake where a much larger position once sat. The move that nobody saw coming: Goldman opened a new position tied to Hyperliquid infrastructure. While exiting direct altcoin ETF exposure, the bank simultaneously bet on on-chain derivatives infrastructure — the fastest-growing sector in crypto markets right now. It also boosted its Circle stake by 249% and Galaxy Digital by 205%. The portfolio tells a clean story. Goldman isn't retreating from crypto. It's concentrating. Bitcoin is the institutional store of value. Stablecoin infrastructure — Circle — is the payment rails play. On-chain derivatives — Hyperliquid — is the trading infrastructure bet. Altcoin ETFs that launched in late 2025 didn't hold Goldman's interest for a single quarter. If other major institutions' upcoming 13F filings show the same pattern, the liquidity dynamics for XRP and Solana ETF products could shift meaningfully. Products need assets under management to survive. Goldman voted with its balance sheet. Bitcoin wins. Everything else competes for the scraps. #GoldmanCryptoPivot