Near the node of the Federal Reserve's interest rate cut on December 11, #SOL机构抄底大量进 $SOL , SOL is continuously welcoming a large influx of institutions, and this trend has gradually warmed up since August 2025. Recent actions like ETF fund inflows have pushed the enthusiasm of institutional entry to new highs:
1. Recent large-scale ETF funds continue to flow in: On December 2, the Solana spot ETF recorded a large net inflow of $45.77 million, indicating strong demand from Wall Street investors for this product. Previously, the SOL spot ETF had accumulated inflows of $510 million, with the BSOL ETF having a net deposit for 10 consecutive days, and a 7% yield attracting institutional funds to continuously rotate in. The continued inflow of funds also propelled SOL's open interest to achieve a double-digit growth of 10.61% at the beginning of December, reaching $7.4 billion, confirming the strong momentum of new capital entering the market.
2. Crypto and traditional giants early limit their allocation to SOL treasury: As early as August 25, multiple institutions announced their SOL treasury reserve plans. For example, Pantera Capital plans to raise $1.25 billion to transform a listed company into an investment firm focusing on Solana; Sharps Technology completed a $400 million private placement financing, aiming to create the world's largest Solana digital asset treasury; Galaxy Digital, Jump Crypto, and others also plan to raise approximately $1 billion to acquire a listed company and establish a digital asset financial firm focused on SOL.
3. Traditional financial institutions deeply engage in ecological layout: BlackRock, the world's largest asset management company, officially launched its RWA fund products on the Solana blockchain in March. Following its lead, Fidelity Investments, Franklin Templeton, and others are also pushing for SOL spot ETF applications. At that time, the market expected that if these ETFs were approved, they would bring at least $5 billion in incremental funds to the SOL market, laying the foundation for subsequent institutional entry.
4. On-chain data confirms institutional holding actions: Since November, SOL on-chain has shown a trend of digital currencies transferring from exchange wallets to self-custody addresses, with one major shareholder investing $109 million. By the end of November, the recovery in institutional demand drove SOL to attack the resistance level of $142, with open interest rising by 10% to 3 billion, and 24-hour trading volume soaring to $48 billion. These data indirectly confirm the increase in trading activity brought about by institutional entry.
