Solana
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X @Wu Blockchain
Wu Blockchain· 2025-11-28 01:22
Industry Concerns Regarding Layer-1 (L1) Tokens - The industry questions the long-term value of holding L1 tokens due to a perceived lack of a strong competitive advantage [1] - The core issue is that L1s lack a significant "moat," making it easy for users to bridge assets and developers to migrate [1] - New chains are easy to launch, resulting in lower switching costs compared to services like AWS [1] Potential Strategies for Chains - Chains should consider vertically integrating the application layer, as exemplified by Solana, Base, and Hyperliquid [1] - Alternatively, chains could focus on the application layer instead of infrastructure to capture exponential value [1]
X @mert | helius.dev
mert | helius.dev· 2025-11-28 01:09
RT Solana (@solana)Ok mfer.What Amazon did for atoms, Solana is doing for bits.Amazon: became the everything store for physical products by focusing on speed of delivery & low cost (customer experience), feeding a growth flywheel that led to more traffic, and therefore more sellers, and then more products (selection), thus providing resources to continuously improve the underlying infra and keep the flywheel spinning.Solana: becoming the everything store for digital & financial products by focusing on speed ...
X @Cointelegraph
Cointelegraph· 2025-11-27 22:59
🔥 BULLISH: Solana now dominates tokenized-stocks trading with 95%+ market share for four months, peaking at 99% in October. https://t.co/uGGOWYTvVC ...
X @CoinMarketCap
CoinMarketCap· 2025-11-27 21:30
LATEST: 📊 Solana ETFs saw their first outflow of $8.1M on Wednesday, driven entirely by a $34.37M redemption from 21Shares' TSOL fund, while XRP ETFs have maintained their perfect streak with $643M in cumulative inflows since launch. https://t.co/PIt12CSGox ...
Solana ETFs Hit $8M Outflow, Break 21-Day Inflow Streak – What’s Next?
Yahoo Finance· 2025-11-27 20:27
Core Insights - Solana ETFs experienced their first net outflows of $8.1 million, ending a 21-day accumulation streak [1] - The 21Shares Solana ETF, TSOL, was primarily responsible for the outflows, with over $34 million exiting in a single session [2] - Despite the setback, Solana ETFs ended the week with a net addition of nearly $103 million, bringing cumulative inflows to $613.22 million [4] Solana ETF Performance - TSOL has recorded total net outflows of $26 million since its launch, with current net assets at $86 million [2] - The Bitwise Solana Staking ETF, BSOL, led inflows with $13.33 million, raising its cumulative total to $527.79 million [3] - Grayscale Solana Trust added $10.42 million, while Fidelity's FSOL fund logged $2.51 million [3] Market Context - Solana ETF products now hold approximately 6.83 million SOL tokens valued at around $964 million, indicating sustained institutional demand [3] - November has generated $414.01 million in inflows for Solana ETFs, surpassing October's $199.21 million [4] - In contrast, newly launched XRP ETFs have not recorded any outflows, with a cumulative total of $643 million [5]