Solana (SOL) ETFs have attracted $1.45 billion in net inflows since their launch in July 2025, despite a 57% drop in the token's price. This influx of capital highlights a strong institutional interest, contrasting with typical market behavior where assets with significant price declines struggle to attract new liquidity. Bloomberg Intelligence analyst Eric Balchunas noted that when adjusted for market cap, Solana's inflows are equivalent to $54 billion for Bitcoin, double what Bitcoin ETFs achieved at a similar stage.
The majority of Solana ETF holders are institutions, hedge funds, and asset managers, indicating a long-term investment strategy. This accumulation suggests a potential supply squeeze, as the asset becomes more illiquid on the sell side. If market sentiment shifts, the lack of liquid supply could lead to a significant price increase, with the $100 level being a critical point to watch.
Solana ETFs Attract $1.45 Billion Despite 57% Price Drop
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