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SOL at $84–$86: ETF Inflows Collapse, FTX Overhang & the On-Chain Price Gap
Audio is available on Spreaker — see link below.
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.
Audio is available on Spreaker — see link below.
Solana's biggest consensus upgrade in years went live in testing on May eleventh, and the market moved less than one percent. That's the signal worth paying attention to right now.
Step back from the upgrade and the picture gets harder to explain simply. Solana processed ten point one billion transactions in the first quarter of twenty twenty-six, up from seven billion in Q4.
The institutional picture makes that clearer. Solana ETF inflows in April came in at thirty-four million dollars.
There's a structural ceiling on recovery that doesn't get enough attention. The FTX bankruptcy estate still holds three hundred and twenty-one million dollars in SOL.
Not everything is headwind. Solana's real-world asset ecosystem grew twenty-two percent in thirty days to two point five seven billion dollars, putting it third among all blockchains for RWA tokenization.
The two things worth tracking closely from here are straightforward. First, whether Alpenglow's testnet phase produces clean results or early complications.
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