Core Insights - Strength in the crypto market often leads to more strength, making it potentially costly to wait for the perfect buying opportunity [1] - Solana has seen a 41% increase over the past year, indicating ongoing demand and potential for further growth [2] Demand Drivers - The approval of a Solana exchange-traded fund (ETF) is anticipated in mid-October, which could significantly boost demand [4] - JPMorgan estimates potential first-year inflows from the ETF could reach approximately $1.5 billion, which would add to existing demand for Solana [5] - The development of Solana futures by CME Group suggests a favorable regulatory environment for ETF approvals [6] Policy and Institutional Support - The White House's executive order in March aimed at forming a Strategic Bitcoin Reserve and a U.S. Digital Asset Stockpile could formalize government involvement in digital assets, potentially limiting the supply of coins available for trading [7] - Franklin Templeton's expansion of its tokenized U.S. government money market fund to Solana highlights the chain's appeal to institutional investors, likely leading to increased capital inflows [8]

Core Insights - Digital asset investment products attracted $3.17 billion in new capital last week, despite market corrections due to US-China tariff tensions [2][4] - Year-to-date inflows reached a record $48.7 billion, surpassing the total for the previous year, indicating strong investor interest in digital assets [2][6] - Trading volumes surged, with ETP volumes hitting $53 billion for the week, more than double the 2025 average [3] Inflows and Performance - Bitcoin led the inflows, receiving $2.67 billion last week, bringing its total for 2025 to $30.2 billion, although this is lower than the $41.7 billion collected in 2024 [5][6] - Ethereum saw $338 million in weekly inflows but experienced $172 million in outflows on a particularly volatile Friday, reflecting its sensitivity to market sentiment [6] - Solana and XRP attracted $93.3 million and $61.6 million in inflows respectively, although both experienced a slowdown amid ongoing ETF interest [7] Market Dynamics - Aggregate assets under management for digital asset funds dropped 7% week-over-week to $242 billion, despite record net inflows [4] - A significant correction volume of $10.4 billion was recorded on Friday, with net inflows remaining positive but muted at $0.39 million [4] - Institutional interest in digital assets is growing, with a survey indicating that 59% of institutional investors plan to allocate over 5% of their portfolios to crypto by year-end [8]

six xrp etf filings hit within 72 hours. canary capital updated fee structures during government shutdown. you don't file fees when the sec is closed unless approval is already locked. grayscale bitwise franklin templeton all moving in sync. xrp at $2.36 before the announcement drops. ...

people really waited for sol etf approval for two years straight only to miss dats printing 43% buying locked sol at 30% discounts. ...