solanastrong

هناك توتر معين في الهواء عندما يتوقف السوق عن الحركة بصوت عالٍ ويبدأ في الانجراف بهدوء.

لا انهيار دراماتيكي. لا ارتداد متفجر. مجرد حركة بطيئة تبدو غير ضارة على السطح - لكنها ثقيلة من الأسفل.

هذا هو المزاج الذي يتشكل حول سولانا في الوقت الحالي.

وأصبح من الصعب تجنب السؤال وهو ليس متى يبدأ الارتفاع...

إنه متى يمكن أن يمتد خطر الانخفاض قبل أن تعود الطلبات الحقيقية.

عندما يؤجل التفاؤل القرارات المهمة

تم تدريب مستثمري العملات المشفرة على التفكير بطريقة واحدة:

Solana continues to attract institutional attention despite ongoing market volatility. The network is showing steady growth in activity, with daily transactions exceeding 87 million and DeFi TVL reaching $8 billion. Major players such as Goldman Sachs, Citi, and Alibaba are actively investing in the ecosystem, signaling Solana’s transition from a “retail-driven” platform to a global financial instrument.
In this article, we examine institutional holdings, key partnerships, ETF flows, the potential for SOL to reach $200+, and the risks of capital outflows.

Holdings of Major Players: Goldman Sachs Takes the Lead

One of the most significant developments was Goldman Sachs’ disclosure of $108 million in SOL ETF holdings at the end of Q4 2025. This marks the bank’s first major allocation to altcoins outside of Bitcoin and Ethereum, representing roughly 15% of total Solana ETF assets.
Goldman’s total crypto portfolio now exceeds $2.36 billion, including positions in the Bitwise Solana Staking ETF and Grayscale Solana Trust ETF. This move highlights growing confidence in Solana as an institutional-grade asset, particularly in DeFi and RWA (tokenized real-world assets), where the network dominates with over $107 billion in DEX volume over the past 30 days.
Other institutions are also increasing exposure: 19 public companies have accumulated 15.4 million SOL worth approximately $3 billion in corporate treasuries, reflecting a broader trend of using Solana for portfolio diversification.

Key Partnerships: Citi and Alibaba Integrate Solana

Institutional interest extends beyond investment into technological integration.

Citi successfully tokenized a bill of exchange on Solana, completing the full lifecycle from issuance to on-chain settlement. This marks the first time a major global bank (with $2.5 trillion in assets) has fully implemented a trade finance instrument on a public blockchain. In partnership with PwC and Solana, the initiative focuses on tokenization to enhance liquidity in supply chain finance — an area well-suited to Solana’s high throughput, low costs, and sub-150ms finality. Citi also plans to launch crypto custody services in 2026.

Alibaba Cloud showcased a high-performance RPC solution for Solana at the Accelerate APAC conference in Hong Kong, achieving transaction confirmations within two slots at a 99.99% success rate. This integration reduces latency and connects Solana with Alibaba’s infrastructure for AI and Web3 development, strengthening Solana’s position in Asia, where it already leads in RWA with $873 million in tokenized assets.

Additional partnerships include:
Hanwha Asset Management (ETP launch in South Korea)
WisdomTree (tokenized funds)
Western Union and Morgan Stanley (via stablecoins and ETF exposure)

ETF Flows: Positive Momentum

Solana ETFs are showing consistent inflows despite broader crypto market outflows.
In January 2026, inflows reached $92.9 million, with weekly peaks of $11 million — outperforming BTC and ETH in certain periods. Total AUM has surpassed $1.1–1.23 billion, with cumulative inflows of $792 million since October 2025.

ETF ProviderAUM ($M)Inflows Since October ($M)Bitwise731638Grayscale181109Fidelity~148~148Total1,090+792

This contrasts with single-day outflows from BTC ($434 million) and ETH ($80.8 million). The inflows suggest a relative decoupling of Solana from the broader market, reinforced by upgrades such as Firedancer (now live on mainnet) and Alpenglow.


Impact on SOL Price: Path Toward $200+

SOL is currently trading around $80, in a five-week downtrend and down 47% from its 2025 peak. However, institutional momentum could act as a catalyst.
Support: $70–80
Resistance: $95–100

If momentum holds, SOL could reach $138–145 in the coming weeks. By the end of 2026, projections range from $250 (Standard Chartered) to as high as $1,600 (Bitwise CIO). A long-term target of $2,000 by 2030 has also been discussed.
Growth drivers include:
5 million active addresses
87 million daily transactions
$873 million in tokenized RWA
Risks of Capital Outflows

Despite the positive outlook, risks remain.
The broader crypto market recently saw $1.7 billion in weekly outflows, with SOL accounting for $31.7 million. ETFs have experienced occasional outflows (e.g., $11.9 million), and corporate holders are reportedly facing unrealized losses totaling $1.4 billion.

If the $80 support level breaks, SOL could decline toward $60. Additionally, concerns about on-chain activity quality (bots, high failure rates) may affect investor confidence.

Institutional involvement from Goldman Sachs, Citi, and Alibaba strengthens Solana’s fundamentals and could push SOL toward $200+ in 2026. However, capital outflow risks and market volatility demand caution.

#Solana #SolanaStrong

SOL/USDC
🔵 Цена: $81.73 (+0.83%)
📈 Максимум: $83.14
📉 Минимум: $78.00
💰 Объём 24ч: $66.89 млн
📊 RSI: 52–68 (норма)
📅 За год: -58.42% - тяжёлый год, но комьюнити живет 🔥
❓ ЧТО ДУМАЕТЕ?
1. Пробой $83 или обратно к $78?
2. Солана еще убьет ETH или уже нет?
3. Кто дно ловил на $78 - вышел или держит?
👇 Лайк, если веришь в Соляну. Комменты - ваши цели 👇
$SOL
#sol #solana #SolanaStrong #trading #Web3