Solana Daily: News & Analysis artwork
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Solana Daily: News & Analysis

Solana Daily: News & Analysis delivers sharp, up-to-date coverage of everything happening in the Solana ecosystem — from protocol upgrades and DeFi developments to institutional partnerships and SOL price movements. Each episode breaks down the headlines that matter most to Solana investors, developers, and crypto enthusiasts, giving you the context and analysis you need to stay ahead of a fast-moving market. Whether it's a landmark MOU between MoneyGram and Toss Bank, the latest SOL ETF rotation strategies, or emerging trends in NFTs and Web3 infrastructure built on Solana, this show covers it all with clarity and conviction. Hosted for active participants in the Solana ecosystem, Solana Daily cuts through the noise of the broader crypto media cycle to focus exclusively on what's shaping SOL and the network around it. If you're a trader tracking SOL price action, a developer following network upgrades, or an investor watching institutional adoption accelerate, this is the daily briefing you've been missing. Concise, informed, and published consistently, Solana Daily is the fastest way to stay fluent in the language of the world's highest-performance blockchain. Subscribe now and never miss a beat in the ecosystem redefining what's possible in decentralized finance.

45 episodes · Verified by YesOui

Episodes

Latest episodes

22 Jun 2026 · 4 min

MoneyGram, Toss Bank MOU & SOL ETF Rotation | Jun 22

MoneyGram joins Solana's validator set alongside Mastercard and Western Union as Toss Bank signs a remittance MOU with the Solana Foundation. SOL trades at $72–$74 while spot ETFs pull $7.1M inflows against Bitcoin's sixth straight week of outflows.

21 Jun 2026 · 4 min

Morgan Stanley Files MSOL ETF, Goldman Exits & SOL at $72 | Jun 20-21

Morgan Stanley filed for a spot Solana ETF (ticker: MSOL) while Goldman Sachs liquidated its $108M SOL position — institutional signals are splitting, not consolidating. SOL holds near $72 with exchange inflows rising and on-chain app revenue hitting $2.8M, ranking Solana first globally.

20 Jun 2026 · 4 min

SOL at $60: ETF Staking Filing, $1B Treasuries & RWA Dominance

SOL tests critical $60 support as Morgan Stanley files a staking-enabled spot ETF and five public companies cross $1B in combined treasury holdings. On-chain fundamentals diverge sharply from price action — here's what to watch next.

19 Jun 2026 · 4 min

Collector Crypt 40K Users, Goldman Exit & Morgan Stanley's Record-Low SOL ETF Fee | Jun 18-19

Solana ecosystem news heats up as Collector Crypt hits 40K daily users and $4M weekly revenue, while Goldman Sachs liquidates $108M in SOL ETF holdings the same week Morgan Stanley files for a record-low 0.14% SOL ETF. Six stories, sharp analysis, no hype.

18 Jun 2026 · 4 min

Kraken DEX Live, Moody's On-Chain Ratings & SOL at $71 | Jun 18

Kraken's Solana DEX integration went live June 18th — routing order flow through Orca and Raydium while keeping the user relationship centralised. Plus Moody's brings credit ratings on-chain, the first US operating-company STO launches on Solana, and SOL trades below its 20-day EMA at $71.65 despite strengthening ecosystem fundamentals.

17 Jun 2026 · 4 min

Pyra Shuts Down, Ethena's $250M RWA Bet & SOL at $75 Resistance

Solana DeFi contagion claims Pyra as the Drift Protocol cascade reaches its latest victim, while Ethena Labs commits $250M to tokenized CLOs on Solana and SOL consolidates at critical resistance ahead of a Fed rate decision.

16 Jun 2026 · 4 min

$75 Resistance, ETF Inflows Reverse & the Unsigned Macro Deal | Jun 16

SOL is pressing against its most critical resistance level in weeks as ETF inflows reverse course — but derivatives still lean bearish and the geopolitical deal driving the rally hasn't been signed. Everything that matters for Solana's next move, analysed in under 10 minutes.

15 Jun 2026 · 4 min

Meta USDC Goes Live, $1.45B ETF Inflows & the $72 Line | Jun 13

Meta is now paying creators in USDC on Solana across two countries with a 160-nation rollout planned — and SOL is pressing hard against a critical $72 resistance level. Today's episode breaks down six stories shaping the Solana ecosystem right now.

14 Jun 2026 · 4 min

SpaceX on Solana, ETF Inflows & the XDP Deadline | Jun 12

SpaceX tokenized shares launched live on Solana as SPCX opened 11% above offer price, pushing RWA market cap to an all-time high of $2.8B — all while SOL trades 77% below its January peak. Today's episode breaks down what the institutional signal actually means, the regulatory risk hanging over RWA, and a hard validator infrastructure deadline arriving in August.

13 Jun 2026 · 4 min

SPCX Live on Solana, BONK Burn & the $76 Line | Jun 11

SpaceX tokenized equity just went live on Solana, lifting SOL 3.8% to $78 — but 27.2M tokens on exchanges and a fragile $76 floor demand scrutiny. Today's episode breaks down SPCX's RWA implications, the BONK DAO's 1 trillion token burn proposal, and the on-chain signals that actually matter.

12 Jun 2026 · 4 min

SOL's Bearish Flag, Whale Transfers & the $60 Floor Retest | Jun 10

SOL printed a bearish flag after stalling at $70, with 456K whale SOL hitting Coinbase Prime, staking at 18-month lows, and a Raydium exploit exposing legacy code risk — all converging on the $60 floor. From macro headwinds to Kalshi's regulated SOL futures, here's every signal that matters right now.

11 Jun 2026 · 4 min

Mastercard Goes Live on Solana While SOL Stays Stuck Below $67

Mastercard launched a live AI payments system on Solana, BlackRock and Visa are deepening infrastructure builds — yet SOL remains rangebound below $67 with a bearish flag forming. Today's episode breaks down the widening gap between real-world adoption and token price.

10 Jun 2026 · 4 min

$64 and Falling: The $60 Line That Decides SOL's Next Move

SOL trades at $64 with $60 acting as the last critical support before a potential drop to $40 — long-holder exits, corporate selling, and weakening DeFi TVL are stacking against the bulls. Morgan Stanley and Mastercard endorsements offer a counter-signal, but institutional validation and institutional buying are not the same thing.

9 Jun 2026 · 4 min

95M Transactions, 77% Price Crash & the Decoupling That Defines SOL

Solana hit an all-time high of 95 million daily transactions while SOL trades 77% below its peak — the price-utility decoupling is now impossible to ignore. Today's analysis covers the technical structure, ETF inflow limits, and the Solana Unchained stage-two launch reshaping ecosystem infrastructure.

8 Jun 2026 · 4 min

SOL at $66: Institutions Load Up While Retail Exits — Bottom Signal or Trap?

Solana has shed 78% from its January peak, yet Goldman Sachs and Morgan Stanley are quietly accumulating while retail wallets crater 83% — the signals are pointing in opposite directions. Today's episode breaks down the technical structure, on-chain fee divergence, and the key watchpoints that will confirm whether this is capitulation or a trap.

7 Jun 2026 · 5 min

Multi-Year Low, $5.5B Cascade & the Price-Utility Decoupling | Jun 6

SOL touched $60 — its lowest since 2024 — as a $5.5B liquidation cascade wiped leveraged longs and institutional ETF inflows reversed sharply. On-chain fee collapse, whale repositioning, and a Fed-driven rate shock explain why macro is overriding every Solana fundamental right now.

6 Jun 2026 · 5 min

SOL at $60: Record Revenue, RWA Highs & the Forward Industries Risk

SOL crashed below $70 this week even as Solana posted all-time highs in RWA volume, stablecoin supply, and ecosystem revenue — the fundamental-price gap is widening. We break down the Forward Industries $31.9M Coinbase move, the June 7 token unlock, and the one bitcoin level that overrides everything else.

5 Jun 2026 · 4 min

SOL at 2026 Lows: On-Chain Growth vs. $90M Liquidation Cascade

SOL crashed to a 2026 low of $69.75, wiping $90 million in leveraged longs — yet daily active users hit 4.16 million and tokenized asset volume crossed $1.1 billion. The price-utility gap has never been wider.

4 Jun 2026 · 4 min

SOL at 2026 Lows: Mastercard Live, Firedancer Audited & the Price-Utility Gap

SOL crashed to 2026 lows with $90M in liquidations — even as Mastercard's 3.7B-card stablecoin network and Western Union went live on Solana within 48 hours. Today's episode breaks down the price-utility disconnect, Firedancer's $1M bug bounty close, and what the Alpenglow timeline means for institutional adoption.

3 Jun 2026 · 4 min

SOL Below $80: Venture Unlocks Swamp ETF Inflows & the DEX Collapse

SOL broke below $80 despite Mastercard choosing Solana for stablecoin settlement — but venture unlock pressure is neutralising every institutional catalyst. Today's episode unpacks the supply math, the 82% DEX volume crash, and what Firedancer and Alpenglow must deliver to change the picture.

2 Jun 2026 · 4 min

SOL at $81: 8 Red Candles, RWA Records & the Alpenglow Catalyst

Solana posts 75M daily transactions and $1.1T in quarterly activity while SOL sits 72% below its all-time high — today's episode unpacks the structural disconnect. From Pump.fun's fee dominance to Alpenglow's 150ms finality target, here's what the on-chain data actually says.

1 Jun 2026 · 4 min

SOL at $81: RWA Surge, ETF Inflows & the June 16 Summit

Solana processed 75.7M daily transactions while SOL trades at $81 — the utility-price gap is wider than ever. Today's episode breaks down RWA tokenization momentum, Alpenglow testnet progress, ETF inflows, and what the June 16 Washington x Wall Street Summit means for institutional capital.

31 May 2026 · 4 min

$1B ETF Inflows, $78 Support & Alpenglow's Beta Bugs | SOL Today

Solana ETFs hit $1B in year-to-date inflows while SOL teeters near critical $78 support — institutional conviction and price action have fully decoupled. From XDP validator testing to South Korea's first crypto rug-pull prosecution, here's what's moving the ecosystem today.

30 May 2026 · 4 min

Spot ETF Inflows vs Futures Collapse: What It Means for SOL

Solana spot ETF inflows hit $113M in May — the highest of 2026 — while futures open interest collapsed 30% in two weeks. Today's episode breaks down what this rare divergence signals for SOL price over the next four to six weeks.

29 May 2026 · 4 min

32.6% of Stablecoin Volume, FTX Overhang & Alpenglow's Q3 Bet

Solana now handles 32.6% of global stablecoin transfers yet SOL is stuck at $80 — this episode unpacks the FTX supply overhang, collapsed ETF inflows, and the Alpenglow upgrade that could change everything. From Orca's regulated RWA pools to PayPal's PYUSD expansion, the infrastructure story is moving fast even if the price isn't.

28 May 2026 · 5 min

Payments Over Hype: USDC Rails, ETF Odds Hit 75% & Orca's RWA Push

Solana's most durable growth story isn't NFTs — it's sub-cent USDC merchant settlements compounding quietly on-chain. This episode covers Solana Pay's real-world traction, the SOL spot ETF probability shift to 60–75%, Orca's live permissioned pools, and what the $83 price says about the next catalyst.

27 May 2026 · 4 min

KYC-Native Trading, SLX's No-VC Launch & the SOL Price-Activity Gap

Orca's permissioned pools bring KYC-gated RWA trading on-chain as Solana's tokenized asset market crosses $2.5B — all while SOL trades 33% down year-to-date despite record transaction volume. Today's episode unpacks the divergence between Solana's booming ecosystem metrics and its struggling price action.

26 May 2026 · 4 min

SOL at $84–$86: ETF Inflows Collapse, FTX Overhang & the On-Chain Price Gap

Solana's on-chain metrics are breaking records while SOL trades 71% below its peak — today's episode unpacks the ETF inflow collapse, FTX selling pressure, and what Alpenglow's muted market reaction is really signalling. If you're tracking SOL, this is the data that matters.

25 May 2026 · 4 min

Record Transactions, RWA at $2.5B & the ETF-Retail Split: SOL's Divergence

Solana just hit its highest-ever daily transaction volume while SOL trades 33% below its Q1 peak — the on-chain paradox now has institutional context. BlackRock's BUIDL fund doubled to $525M, ETF inflows hit a third consecutive positive week, and retail leverage is quietly exiting.

24 May 2026 · 4 min

ETF Inflows Hit $1.1B, NFT Utility Surge & CLARITY Act: SOL's Setup

Solana ETFs absorbed $1.1 billion in eleven days as Goldman Sachs and Morgan Stanley rotate in, while Mad Lads, Claynosaurz, and Tensorians redefine NFT value through ecosystem utility. SOL holds at $86 in a tightening range — here's what the divergence between price and positioning means.

Showing latest 30 of 45 episodes.