SOL spot ETF net inflow of $41.08 million in one week, institutional interest continues to rise

According to the latest news, Solana spot ETF saw a net inflow of $41.08 million last week, which is another signal of continuous institutional capital inflows into the SOL ecosystem recently. As the total net asset value surpasses $1 billion, the SOL ETF is becoming an important gateway for institutional investors to enter the Solana ecosystem. What does this reflect? How much more capital will flow in the future?

ETF Capital Inflows Accelerate, Institutional Recognition Significantly Improved

According to SoSoValue data, last week’s SOL spot ETF experienced a bullish capital inflow. Among them, Bitwise Solana Spot ETF (BSOL) contributed the largest inflow, with a weekly net inflow of $22.22 million. The total net inflow of this product has reached $648 million. Fidelity SOL ETF (FSOL) followed closely, with a weekly net inflow of $11 million, and a total net inflow of $131 million.

Capital Scale Breaks Key Milestone

As of press time, the total net asset value of the SOL spot ETF has reached $1.09 billion, with a cumulative net inflow of $817 million. What does this number indicate? Since its launch, the SOL ETF has accumulated a substantial institutional capital base. Based on the ETF net asset ratio, SOL’s market cap relative to Bitcoin has reached 1.43%. Although the absolute value may seem modest, this ratio is rising rapidly.

Comparing with Bitcoin ETF, There Is Still Huge Room for Growth in SOL ETF

To understand the growth potential of the SOL ETF, it’s helpful to compare it with the historical development of Bitcoin ETFs. Bitcoin spot ETFs took several years to reach a hundred billion dollars in assets after approval, whereas the SOL ETF reached $10 billion in a shorter period. This growth rate itself indicates that institutional interest in the Solana ecosystem is heating up rapidly.

Multiple Signals of Institutional Entry

• Leading asset management firms like Bitwise and Fidelity have launched SOL spot ETF products, indicating market demand is recognized
• Morgan Stanley has submitted an application for a Solana ETF, showing more traditional financial giants are entering the space
• The sustained capital inflow last week suggests this is not a temporary hype but a reflection of institutional allocation needs
• On-chain data shows that long-dormant institutional whales are becoming active again, spending $10.87 million to buy 80,000 SOL

Price Performance and Capital Inflows Create Positive Feedback Loop

From the data, SOL’s current price is $142.73, up 5.04% in the past 24 hours, 4.11% over 7 days, and 7.35% over 30 days. The steady price increase coupled with continuous ETF capital inflows forms a positive feedback loop: capital entering pushes prices higher, and rising prices attract more attention from investors. This cycle has also occurred in the history of Bitcoin and Ethereum ETFs.

Future Outlook: More Capital May Continue to Flow In

Based on current trends, the following directions can be anticipated:

Possibility of Product Line Expansion

If Morgan Stanley’s application is approved, it will further enrich the SOL ETF product matrix. More asset management firms launching SOL ETFs means increased options for institutional investors and more channels for capital inflow.

Continued Release of Institutional Allocation Demand

From the current speed of capital inflows, institutional recognition of SOL is rising. Once the SOL ETF becomes a standard allocation tool, monthly capital inflow scales could further expand.

Interaction with Ecosystem Development

The capital inflow into SOL spot ETFs essentially reflects recognition of Solana’s fundamentals. As ecosystem applications develop and on-chain activity increases, this recognition is expected to be further consolidated.

Summary

The net inflow of $41.08 million into SOL spot ETF last week is not just a number but a reflection of institutional investors’ ongoing optimism about the Solana ecosystem. The total asset size of $1.09 billion and cumulative net inflow of $817 million indicate that this market has already formed a certain scale effect. Compared to Bitcoin ETFs, SOL ETFs are still in the early stages, but their growth rate and institutional participation are worth paying attention to. With more major asset management firms entering and product lines expanding, SOL ETFs are likely to become a main channel for institutions to access the Solana ecosystem, providing positive support for SOL’s long-term development.