2025-12-31 15:23:52

Solana ecosystem showing mixed signals as SOL struggles to maintain the $120 level, dipping roughly 3% amid broader market volatility. The ecosystem's native stablecoin USX experienced a brief depeg before stabilizing, raising questions about collateral management amid market swings.

Meanwhile, Phantom's prediction markets went live, marking another step toward on-chain prediction infrastructure maturation. Interestingly, institutional players seem to favor Solana right now—inflows into SOL have persisted for a second consecutive week, contrasting sharply with Bitcoin and Ethereum seeing redemptions during the same period.

This divergence hints at institutional differentiation strategies, with some players rotating positions toward Solana's ecosystem despite broader market caution on major assets. Whether this momentum sustains into 2026 likely hinges on adoption metrics and ecosystem expansion.

SOL-0,18%

BTC-0,81%

ETH0,09%

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

12 Likes

Reward
12
4
Repost
Share

Comment

0/400

GateUser-9f682d4c

· 9h ago

Institutions are accumulating SOL, but I'm still a bit anxious.

View OriginalReply0

ArbitrageBot

· 10h ago

Institutions are accumulating, while we are still being cut.

View OriginalReply0

RektCoaster

· 10h ago

SOL has dropped again, are the institutions still buying crazily? Something doesn't feel right. --- The de-pegging of USX was really scary; this collateral management is a bit shaky. --- Phantom prediction market is online, but can SOL hold until next year... --- Seeing BTC and ETH withdrawing funds, but SOL is still attracting money? This differentiated strategy is playing hard. --- Can't hold 120 yuan, and you call that institutional confidence? I’m a bit skeptical. --- If ecological expansion can't keep up, this wave of institutional inflow will eventually backfire. --- Stablecoins de-peg with slight fluctuations, just thinking about it is terrifying. --- So basically, are the institutions really optimistic or just bottom-fishing for a rebound? --- Can 2026 work? Right now, it's all gambling mentality. --- Playing collateral in DeFi like this will eventually lead to a blow-up.

View OriginalReply0

AirdropHuntress

· 10h ago

USX unanchoring collateral ratio data analysis. Collateral management is often the breakthrough point for capital moves... Institutions have had net inflows for two consecutive weeks, indicating some are positioning, but the question is—are they genuinely optimistic about SOL or just playing the rotation and harvesting game again?

View OriginalReply0