Solana has reclaimed momentum after a volatile summer. Institutional flows, ETF anticipation, and core upgrades (Firedancer, Alpenglow) now set the stage for a potential parabolic rally into year-end.
• Institutional Treasury Flows: Forward Industries plans a $4B raise to accumulate SOL, supported by Galaxy Digital, Jump Crypto, and Multicoin. Current holdings: 6.8M SOL ($1.6B).
• ETF Catalyst: Fidelity, VanEck, and Grayscale filings are live with DTCC. Prediction markets assign a 99% probability of approval by October. Ethereum’s ETF precedent suggests delayed but massive inflows.
• Tech Upgrades:
• Firedancer (Jump Crypto): New validator client, early tests ~600,000 TPS.
• Alpenglow: Reworks consensus, near real-time finality by year-end.
• On-chain Growth:
• TVL at record $12B (DeFiLlama) – 2nd only to Ethereum.
• Messari data: Solana dApps generate >2x revenue vs. fees paid.
• Expanding into DePIN & RWAs: Hivemapper (12M km mapped), Helium (5G rollout w/ AT&T), $600M+ tokenized assets (BlackRock, Apollo).
• Consumer Adoption: Solana Mobile’s “Seeker” hit 150K preorders in 50+ countries.
Macro backdrop supports risk assets: Fed signals two more cuts in 2025, boosting liquidity.
⸻
🔎 Technical View
• Current price: $250–260 range.
• Structure: Bullish “cup-and-handle” (Ali Martinez) projects upside > $1,300 (~5x current levels).
• Key resistance zones: $310 / $365 / $435 / $500. Break above $500 unlocks long-term extension targets.
• Supports: $245 / $217 / $189. Holding $245–250 keeps bullish momentum intact.
⸻
🎯 Bullish Targets
• $310 → $365 → $435
• $500 (psychological breakout)
• Extension: $1,000 → $1,300 (measured move from technical pattern)
⚠️ Bearish Risk Levels
• Breakdown below $245 → retest $217, then $189.
• Loss of $189 = invalidation of bullish thesis.
• Institutional Treasury Flows: Forward Industries plans a $4B raise to accumulate SOL, supported by Galaxy Digital, Jump Crypto, and Multicoin. Current holdings: 6.8M SOL ($1.6B).
• ETF Catalyst: Fidelity, VanEck, and Grayscale filings are live with DTCC. Prediction markets assign a 99% probability of approval by October. Ethereum’s ETF precedent suggests delayed but massive inflows.
• Tech Upgrades:
• Firedancer (Jump Crypto): New validator client, early tests ~600,000 TPS.
• Alpenglow: Reworks consensus, near real-time finality by year-end.
• On-chain Growth:
• TVL at record $12B (DeFiLlama) – 2nd only to Ethereum.
• Messari data: Solana dApps generate >2x revenue vs. fees paid.
• Expanding into DePIN & RWAs: Hivemapper (12M km mapped), Helium (5G rollout w/ AT&T), $600M+ tokenized assets (BlackRock, Apollo).
• Consumer Adoption: Solana Mobile’s “Seeker” hit 150K preorders in 50+ countries.
Macro backdrop supports risk assets: Fed signals two more cuts in 2025, boosting liquidity.
⸻
🔎 Technical View
• Current price: $250–260 range.
• Structure: Bullish “cup-and-handle” (Ali Martinez) projects upside > $1,300 (~5x current levels).
• Key resistance zones: $310 / $365 / $435 / $500. Break above $500 unlocks long-term extension targets.
• Supports: $245 / $217 / $189. Holding $245–250 keeps bullish momentum intact.
⸻
🎯 Bullish Targets
• $310 → $365 → $435
• $500 (psychological breakout)
• Extension: $1,000 → $1,300 (measured move from technical pattern)
⚠️ Bearish Risk Levels
• Breakdown below $245 → retest $217, then $189.
• Loss of $189 = invalidation of bullish thesis.
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Aviso legal
As informações e publicações não devem ser e não constituem conselhos ou recomendações financeiras, de investimento, de negociação ou de qualquer outro tipo, fornecidas ou endossadas pela TradingView. Leia mais em Termos de uso.