Lightspeed What's Next For Solana In 2026?
Jan 1, 2026
Carlos, a member of Blockworks Research, dives into the exciting world of Solana's future with a focus on recent ETF inflows and the dynamics of payment for order flow. He shares insights into why JitoSOL is losing ground to Sanctum, discussing both market share and technical advantages. Predictions for 2026 highlight a shift towards revenue-share routing and the rise of stablecoin neobanks on Solana. Plus, they explore how apps may adapt to optimize user experience by absorbing gas fees. A must-listen for crypto enthusiasts!
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ETF Flows Decouple From Price Action
- Solana ETFs saw sustained positive inflows even while SOL price fell, showing investor demand independent of short-term price moves.
- ETF flows decoupled from DATCO activity, suggesting ETFs are the primary institutional vehicle for SOL exposure.
ETFs Outpace DATCOs For Institutional SOL
- Carlos notes a divergence between ETF inflows and digital asset treasury companies (DATCOs) since November.
- He predicts ETFs will continue to dominate liquidity and buying pressure for SOL into 2026.
Hidden Priority Fees Inflate App Revenues
- BQ Brady's analysis shows apps and low-activity wallets often overpay priority fees on Solana, creating hidden revenue extraction.
- Different transaction landing services receive vastly different tip-per-swap amounts, revealing monetization variance.