- Institutional ETF demanding could tighten Solana’s supply and strengthen its long-term price structure.
- Despite of the short-term sentiment remains cautiously optimistic, with steady accumulation hinting at gradual upward momentum.
Only a few days after the U.S. in debut of spot Solana ETFs from major players like Bitwise and Grayscale, a bold prediction from Grayscale’s head of research has stirred up with market discussions: these products could absorb up to 5% of Solana’s total token supply within the next one to two years.
Previously, a Crypto News Flash (CNF) report analyzed for Solana’s growing institutional adoption, particularly after BSOL’s strong debut marked a major milestone for altcoin-based ETFs in 2025. This new forecast, from Zach Pandl, Grayscale’s seasoned research lead, reinforces that trend. Pandl stated:
It’s reasonable to benchmark [Solana] to the other ETP products that we have in the market. Over a one- to two-year period, seeing at least 5% of the underlying [Solana] token held in these ETP structures would be my expectation.
Furthermore, as previously reported, Grayscale activated staking for GSOL ahead of its ETF conversion—making it the first U.S. spot crypto fund to offer this passive income feature. In addition, Dubai’s DMCC economic zone is tokenizing assets on Solana, while custodians like Coinbase and Fireblocks are offering staking yields exceeding 7% APY.
This aligns with earlier CNF coverage emphasizing also that Solana’s speed and low transaction costs. As the world’s sixth-largest cryptocurrency, Solana continues to gain international attention—even earning a new Chinese name, “Solala,” according to China Asset Management, which noted Solana’s growing use for tokenized assets.
Market Price Implications for Solana (SOL)
The ETF catalyst arrives at a pivotal moment for SOL, which has rebounded 14.1% monthly despite short-term volatility, trading within a $121–$204 range and holding a $111 billion market cap. Pandl’s projection of $5 billion in inflows which implies a potential supply shock—locking up about 5% of circulating tokens (roughly about 220 million SOL), which could tighten supply and amplify upward price pressure.
According to analysts, the growing adoption of the Solana ETFs and staking production creates a structural demand tailwind. Technically, SOL remains in an uptrend on higher timeframes, suggesting more upside if momentum persists.
Based on Bitget’s live data, Solana (SOL) is currently trading at $186.50, down slightly in the past 24 hours but showing pattern of recovery up over the past week (–2.99%). The pattern indicates consolidation with a mild bullish bias, however with steady accumulation rather than a sharp breakout at the time of writing. See SOL price chart below.
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