Crypto Banter If You Hold Solana, I’ve Got BULLISH News!
Aug 13, 2025
The latest CPI numbers could signal big changes for crypto traders, sparking both excitement and caution. Ethereum sees a bullish rise thanks to strong institutional interest, while Solana faces troubling performance issues. The discussion dives into strategies for trading in this volatile climate, with a focus on the importance of patience for Solana holders awaiting a recovery. Plus, insights into how trading bots performed in a recent competitive event add intrigue to the market landscape.
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CPI Tightens Case For Rate Cuts
- CPI came in slightly better than expected, with headline 2.7% and core 3.1% which reduces the Fed's excuse to hold rates high.
- Ran says this increases probability of rate cuts starting in September and markets are already pricing that in.
ETF Flows Are Driving ETH Demand
- Ethereum is seeing massive demand with $1B inflows into ETFs in one day and institutions accumulating large holdings.
- Ran notes ETF buys can consume a big portion of net ETH issuance, amplifying price pressure upward.
Solana Is Bleeding Relative To ETH
- The SOL/ETH pair has shown a prolonged downtrend and looks 'down-only' against ETH, signaling relative underperformance.
- Ran emphasizes this is a breakdown versus ETH, not an absolute Solana collapse versus USD.