2026-01-03 06:22:34

Solana (SOL) has recently focused on three main areas: continuous net inflows into spot ETFs, 49 developments announced at the Abu Dhabi Ecosystem Conference, and comprehensive on-chain data reaching new records. These signals combined are laying the foundation for SOL's future performance.

**Spot ETFs continue to attract buying**

Starting from November 19, 2025, two Solana spot ETFs—Fidelity's FSOL (with a 0.25% fee) and Canary Funds' SOLC (with built-in on-chain staking)—went live simultaneously. By the end of December, these two products had achieved 15 consecutive days of net inflows, with a total scale surpassing $766 million. For SOL, this is not just about the amount of funds but also about the formation of institutional-level buying through compliant channels.

**Multiple approaches to ecosystem development**

At the Abu Dhabi Breakpoint 2025 conference, the Solana ecosystem announced 49 developments with considerable potential. In the payments and stablecoin sectors, OSL Group plans to launch USDGO in Q1 2026—a USD stablecoin regulated by the U.S. federal government, which will support the Solana network upon launch. Meanwhile, Streamflow, in partnership with M0, launched the USD+ product, backed 1:1 by U.S. Treasuries, with daily interest payments.

The RWA (Real World Assets) sector is also accelerating. On-chain capital platform Keel has launched a $500 million fund to initiate a "tokenization competition," specifically aimed at issuing traditional assets such as debt, credit, and funds on Solana. Figure has already launched an 8% yield product on Kamino, all of which are filling the application layer of Solana with real projects.

SOL1,64%

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WenMoon42

· 22h ago

SOL this wave really has some substance; with ETFs continuously entering the market, institutional investors are coming in. The 49 progress updates look quite solid, but the RWA part still needs to be implemented to be considered confirmed. USDGO and USD+ are both here? Are stablecoins about to get competitive? An 8% return is quite tempting, just not sure where the risk lies. Regulatory compliant buying really makes a difference; the feeling of institutional entry is different. Continuous net inflows indicate that the market is still betting on SOL; at least for now, no one is fleeing. On the RWA track, Solana wants to seize the opportunity; a $500 million fund is no small number. Finally, there's movement in the stablecoin sector; been waiting for this. The arrival of dividend products is a good thing, but I worry about another round of rug pulls. Wait... when is this data from? 2025? That doesn't seem right.

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MoonBoi42

· 22h ago

Institutional buying + ecosystem explosion, this wave of SOL is indeed different It's both stablecoins and RWA, it really feels like filling the application layer ETF inflows are just over 700 million, this is just the beginning... Wait, USD+ pays dividends daily? Could it be another scam People still haven't gotten over the lessons from FTX But I have to say, the 49 progress updates are indeed impressive Solana seems to be really getting things done this time Is the Kamino product with an 8% return reliable? Has anyone jumped on board? Institutional entry is just different, finally seeing compliant funds RWA is indeed the future direction, but be careful not to get caught off guard

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RegenRestorer

· 22h ago

This round of SOL really has some substance. Combining ETF net inflows with the ecosystem efforts, institutional buying is the real deal.

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QuorumVoter

· 22h ago

SOL this wave is really different, institutional entry + ecosystem explosion, it feels like it's about to take off Continuous net inflow of ETFs is the key, indicating that big funds are really recognizing it 49 developments sound impressive, but how many can actually be implemented? USD stablecoins + RWA advancing simultaneously, Solana is laying out a big chessboard 8% return... wait, is this reliable or is there another risk of a crash Net inflow of 766 million for 15 consecutive days, institutional-level buying is truly different The ecosystem construction is indeed working hard, unlike some chains that only shout slogans Wait, could the RWA tokenization race be just another hype... This makes SOL's story even thicker, but whether it can be realized still depends on the outcome

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