寇伏虎

🔥 $86.7M daily inflow into SOL ETFs—are funds starting to spread into SOL?
Last week, U.S. SOL ETFs saw net inflows of about $188M, the second-highest weekly net inflow since launch.
Of which:
▪️ On September 25, the single-day net inflow was about $86.7M, setting a new record since launch
▪️ Bitwise BSOL pulled in about $128M over the week
▪️ BSOL accounted for about 68% of that week’s SOL ETF net inflow
▪️ Cumulative net inflows for SOL ETFs are already approaching $1.6B
What’s even more noteworthy is that, over the same period, BTC ETFs recorded net inflows of about $2.4B, while ETH ETFs saw about $690M.
So this isn’t simply money rotating out of BTC/ETH into SOL—it’s more like the allocation scope of Crypto ETFs is expanding further:
BTC → ETH → SOL
What I’m really paying attention to isn’t how many percentage points SOL is up today, but whether ETF fund inflows can continue their strong momentum over the next two weeks, and whether funds can further transmit into the SOL chain—boosting trading activity.
If ETF inflows and on-chain activity both strengthen at the same time, this SOL main theme is even more worth tracking consistently.
Do you think this is a short-term rotation, or is the market starting to seriously increase its SOL allocation?
#SOL #Solana #ETF #Crypto

Can SOL get to $150 this round?
I'm mainly watching three signals right now:
① Capital
Last week, SOL ETF net inflows were about $188 million
② Technicals
Alpenglow is in progress, with the goal of bringing Finality down to around 150ms
③ On-chain assets
Solana RWA has already surpassed $4 billion, and xStocks AUM is over $500 million
So this round of SOL isn't just driven by the Meme logic anymore.
On price, first I want to see whether $130 can hold effectively.
If it holds, the next focus will be $140–150.
If capital keeps flowing in and the October upgrade is realized, then $150+ becomes worth discussing.
Going forward, I’ll only track three things:
ETF inflows, $130, and the progress of Alpenglow.
#SOL
#Solana #RWA

QNT has surged more than 60% once every 24 hours. This time, what the market is betting on may not be just a single coin.
I reviewed the data again, and what is truly worth paying attention to is the institutional narrative that comes next.
On September 24, the U.S. The Clearing House chose Quant to provide key technology for a new Tokenised Deposit network, connecting RTP and CHIPS.
CHIPS itself processes more than $2 trillion in payments every day on average.
On the same day, seven banks in the UK—including Barclays, HSBC, Lloyds, and NatWest—had also completed real Tokenised Deposit customer transactions on the Quant-built platform.
There were even earlier signs of activity on-chain:
From September 16–23, active addresses stayed consistently >870;
New addresses were about 1.8x those from earlier;
On September 24, active addresses surged to 2,064, nearly a one-year high.
Even more interesting is this—
Today, Sibos 2026 officially opens, and Quant will also demonstrate programmable settlement for Tokenised Assets.
So when I look at QNT now, I’m not just looking at the price.
What’s really worth tracking is:
Will Tokenised Deposits become the next major institutional storyline for RWA?
But after a big jump in just 24 hours, what’s more important to observe now is whether the subsequent on-chain activity and trading volumes can hold up, rather than only watching a single huge bullish candle.
#QNT #RWA #Tokenization $QNT

Binance has solved the problem of difficult withdrawals. This is awesome!