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ETF Inflows vs the May 14 Selloff: SOL at $90 and What Comes Next
Audio is available on Spreaker — see link below.
Spot Solana ETFs posted their strongest week since February, then a single inflation print wiped 5.6% off SOL in a day — here's what the collision between institutional conviction and macro volatility means for the ecosystem. From DeFi Development Corp's 2.3M SOL treasury to Solana surpassing Ethereum in developer count, six stories that matter.
Audio is available on Spreaker — see link below.
Spot Solana ETFs pulled in thirty-nine point two three million dollars last week, the strongest week since February, and then May fourteenth happened. A single macro data print wiped five point six percent off SOL's price in a day, pushing it back toward ninety dollars.
The institutional conviction story has a specific face this week. DeFi Development Corp disclosed it now holds two point three million SOL equivalents, with solana per share growth of one hundred and eight percent year over year, reaching zero point zero six seven zero.
Away from price, one of the cleaner signals this week came from the developer count. Solana crossed ten thousand eight hundred active developers, surpassing Ethereum for the first time.
On the infrastructure side, Solana's Alpenglow consensus upgrade entered public testnet this month. The target is reducing finality from twelve seconds to one hundred and fifty milliseconds.
The on-chain picture has more depth than price alone suggests. Solana's stablecoin supply crossed fifteen billion dollars.
The near-term technical reality is less comfortable. The breach of ninety dollars on May fourteenth puts the seventy-nine to eighty-two dollar support band in focus.
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