Three Core Logics for Optimistic Development of SOL's Future!!!
1. Financial Strategy Upgrade, Institutional Capital Accelerates Entry
The financial strength of the SOL camp is being reinforced: the leading “SOL Micro Strategy” Upexi has established a consulting committee, with BitMEX co-founder Arthur Hayes joining. His dual experience in traditional finance and the crypto field will support institutional financing. Currently, Upexi holds 1.8 million SOL (valued at $365 million), coupled with continuous increases from companies like DFDV and BTCM, institutional holdings reduce circulating chips, forming long-term support on the supply-demand level.
2. ETF Breakthrough Imminent, Liquidity Expected to Surge
The market is focused on the SOL spot ETF applications from giants like VanEck and Grayscale, expected to be approved in October. Compared to the limitations of the existing SSK, compliant spot ETFs will attract Wall Street funds. With reference to the demonstration effect of the $22 billion ETH ETF, SOL's liquidity and trading depth are expected to experience a qualitative improvement, opening new channels for institutional allocation.
3. RWA Cross-Border Implementation, Narrative Dimension Breakthrough
CMBMINT, a dollar money market fund tokenization issued in collaboration with CMB International and the Solana ecosystem, becomes a compliance benchmark for cross-border RWA. This breakthrough breaks SOL's reliance on the single narrative of meme coins, validating its asset tokenization capability on high-performance public chains, laying the foundation for institutional penetration in scenarios such as DeFi and payments, with new application scenario potential yet to be released.
