Solana Skyrockets Previous $100B Market Cap Once more, What’s Fueling This Explosive Rally?

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Solana’s market cap surged previous $100 billion once more in July 2025, marking its first time reaching the milestone in H2 this 12 months. Worth rally pushed by ETF inflows and institutional staking – SOL’s worth climbed over 30% up to now month. Whales and leveraged merchants reap enormous income , with some positions gaining over $18 million amid the momentum. After months of sideways buying and selling and a brutal Q2 throughout a lot of the crypto market, Solana (SOL) has as soon as once more surged into the highlight, crossing the $100 billion market cap threshold as bullish sentiment returns. Right here’s a better take a look at what’s driving Solana’s rebound and the way key traders are capitalizing on the pattern.

Learn Extra: Solana Beneficial properties Momentum at $145; What it Means for SOLX and the Way forward for Layer-2 Crypto Presales

Key Metrics Snapshot (as of July 21, 2025) MetricValue SOL Worth $191.13 Market Cap $102.81 Billion 24h Buying and selling Quantity $6.00 Billion Circulating Provide 538.05 Million Complete Provide 605.75 Million Weekly ETF Inflows ~$7.6 Million Prime Whale Revenue $18 Million (20x Leverage)

Solana Regains Momentum After Mid-12 months Dip Market Cap Surge and Worth Motion Solana has formally reclaimed its place as one of many prime six cryptocurrencies by market cap, hitting $102.6 billion on July 21 , due to a 6.18% 24-hour value spike . The token is now buying and selling above $191 , reflecting a broader rally over the past month the place it surged almost 35% .

The restoration is particularly spectacular as a result of that is the primary restoration and Solana has surpassed $100B in H2 2025 which it achieved in January when SOL reached an all-time excessive of $293.31 with a market cap of greater than 117 billion. The token is just not solely recovering but in addition beating a number of of its friends on the large-cap section

Based mostly on information compiled from a number of crypto monitoring companies, Solana is at present at #6 by market cap, simply wanting Binance coin (BNB) with a $111 billion cap and really far forward of USDC, which is presently at round $62 billion.

Learn Extra: SOL Methods Launches $500M Tokenized Be aware to Improve Solana Staking Yields

What’s Fueling Solana’s Rebound? Institutional Curiosity and ETF Inflows A main catalyst behind Solana’s renewed surge is the rising wave of institutional adoption, pushed largely by the REX-Osprey SOL + Staking ETF , launched earlier this 12 months. The fund has shortly attracted consideration from crypto hedge funds, DAOs, and even conventional asset managers. As of mid-July, the ETF is closing in on $100 million in belongings below administration (AUM) , and has recorded internet inflows each week since its inception.

This ETF is exclusive in that it presents staking rewards on to traders , one thing that units it other than conventional passive funds. With the power to generate yield whereas holding SOL , it’s grow to be significantly enticing in an setting the place ETH staking yields have compressed .

In parallel, companies akin to DeFi Improvement Corp , SOL Technique , and a number of other Web3-focused enterprise capital outfits have reportedly been accumulating SOL aggressively , integrating it into their treasury administration and staking methods .

Whale Trades, Leveraged Income, and On-Chain Exercise The rally hasn’t gone unnoticed by high-risk merchants. One significantly daring investor has been the topic of consideration after opening a 20x lengthy place on Solana through the HyperLiquid decentralized perpetuals platform . The commerce, now sitting on an unrealized revenue of over $18 million was executed when SOL was priced close to $160 and has benefited enormously from the continued value climb.

Such a commerce is extremely dangerous and never advisable for many retail customers, however it’s an indication that aggressive market gamers are feeling extra assured. Leveraged configurations akin to this are regularly indicative of anticipated volatility: upturned momentum or potential corrections.

On-chain metrics are additionally pointing to a rise within the variety of transactions, with Solana recording greater than $6 billion a day. The share of staking has improved, simply because the prevalence of validators is on rise which signifies in the direction of a rising and wholesome community ecosystem.

What’s Subsequent for Solana? Whereas SOL has but to reclaim its all-time excessive of almost $300, analysts throughout each centralized exchanges and DeFi communities imagine the present fundamentals paint a bullish image :

The community stays one of many quickest by way of throughput (measured in transactions per second). Developer exercise on Solana continues to rise, significantly in areas like GameFi, DePIN (Decentralized Bodily Infrastructure Networks), and NFT integrations. The FTX overhang , as soon as a big supply of concern and downward strain has largely diminished, with many of the bankrupt alternate’s SOL holdings already bought or dedicated to long-term vesting. Open curiosity in SOL perpetuals has elevated by 18.4% up to now week, pointing to a rising variety of speculative positions being in-built anticipation of future positive aspects.

Analyst Views & Business Commentary Many trade insiders imagine Solana is now not simply an “Ethereum various” however a core infrastructure layer for the subsequent era of decentralized apps. In accordance with Arthur Lin, a digital asset strategist at LunarBridge Capital , “Solana’s constant efficiency regardless of macroeconomic headwinds, signifies a maturing ecosystem with sustainable demand drivers.”

The Staking-as-a-Service mannequin , popularized via ETFs and managed validator funds, is anticipated to drive additional inflows. “When yield meets liquidity, capital naturally flows there,” added Lin.