2026-01-12 06:40:15

#Solana行情走势解读 Solana's recent surge, to be honest, is driven by several forces behind the scenes. Institutional spot ETFs are pouring money in (over $800 million in inflows), and Morgan Stanley has also filed for a collateralized ETF application, which is no small move. On-chain data also backs this up—30-day protocol revenue exceeds $110 million, directly doubling Ethereum's. RWA staking is even more outrageous, at $873 million, with an annualized growth of 325%, mainly driven by dollar-denominated products like U.S. Treasury bonds.

The ecosystem is also accelerating. The SKR token launched on January 21, and Solana Mobile airdropped 20% of tokens to users, gradually forming a closed-loop ecosystem. Once the Smart Cashtags on X platform open, hundreds of millions of users can directly trade SOL, signaling the opening of a traffic portal. DeFi TVL has reached $9 billion, with DEX annual trading volume hitting 1.7 trillion, and the high activity level is well justified.

From a technical perspective, the current price is $138.5, with a weekly increase of 7.2%, outperforming ETH by 8% this month. After breaking out of the descending wedge at the end of December, the lows have been rising, a typical oscillating upward structure. RSI is at 63, not yet in overbought territory, MACD has a golden cross, and the 50-day moving average has crossed above the 100-day—this combination is quite standard.

In the short term, $145 is a key hurdle (the 100-day MA + the upper boundary of the 8-week sideways range). Only if it stabilizes there can it have a chance to push toward $150-$170. The core support is around $129-$130 (50-day MA + accumulated chips). Here, volume shrinks during pullbacks and increases during rallies, clearly absorbing chips.

The operational plan is as follows: buy in stages at $130-$132, with a target of $142-$145, and set a stop-loss at $126. Hold mid-term positions without moving, waiting for catalysts like $150-$170 and the SKR launch. Don't be greedy; keep single-coin exposure within 15%. Be cautious of market volatility, ETF approval uncertainties, and network congestion risks. If it drops below $129, reduce positions and watch.

SOL3,9%

ETH7,13%

RWA5,99%

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DAOTruant

· 01-12 07:08

Morgan Stanley withdraws the pledge ETF application. How can this drop happen... Institutions are really starting to pile in hard.

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MoonBoi42

· 01-12 07:08

Institutions are pouring in 800 million, Morgan Stanley is following suit, this has to be watched Morgan Stanley has also stepped in, this wave of SOL is definitely being pushed by someone Protocol revenue is twice that of ETH, the data is right here, can't boast 145 is the critical threshold; only after breaking it will there be a story to tell RWA growth is 325%, this number is frightening, be cautious of a bubble SKR launched on January 21, another new money grab for new investors? Can't hold on, let's wait until it breaks below 129, it's too exciting X platform directly connects to SOL trading, the traffic bonus is really here DeFi's TVL is stacked so high, is it genuine demand or just a numbers game? Entering at 130 is still early, let's wait and see if there's a retracement opportunity

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AirdropF5Bro

· 01-12 07:07

SOL this wave is really aggressive, institutional entry is just different, pouring in 800 million dollars makes me a bit nervous RWA growth of 325%? When will it finally absorb small investors like me? Can 145 really hold steady? Every time the technicals look so good, I get more nervous On the day SKR goes live, I’ll stay up late to grab it again. This airdrop business is always a loss if you don’t do it If it breaks 129, I’ll run. The lessons learned are too deep, friends

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EntryPositionAnalyst

· 01-12 07:07

This round of SOL really has some potential; institutions are investing heavily, and the ecosystem's popularity is rising. Hold steady and wait for catalysts; don't chase the highs, brother. 145 is the threshold; if it can't break through, we need to wait a bit longer. Breaking below 129 is really a warning; risk control is the most important.

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WagmiAnon

· 01-12 07:06

Morgan Stanley has started playing with staking ETFs, and the institutional influx is really happening this time. With SOL, if it can't break $145, I'll cut my position in half and wait. RWA locked staking has increased so much; it's much more reliable than DeFi burning money. On the day SKR goes live, there will probably be another round of hype, and everyone might just run away. But honestly, if the support at 129 breaks, I will be completely bearish.

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BlindBoxVictim

· 01-12 07:05

Morgan Stanley's recent moves are indeed a bit extreme; institutions are really betting on SOL. Around $130 is a good entry point, but don't be too greedy, brothers. The recent surge is a bit too fast; beware of a pullback. The data on RWA is a bit shocking; we really need to be cautious. Whether SKR's launch can become a catalyst depends on market reaction. I'm somewhat optimistic about the traffic entry point of Platform X, but don't expect too much. The $145 barrier is definitely worth paying attention to; whether it breaks or not remains an issue. With institutions pouring so much money in, the risk is also increasing. Controlling single-coin positions at 15% is pretty good; much more conservative than my last approach. When will the ETF approval suspense finally be resolved? I'm a bit tired of waiting.

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