Solana ETF Inflows Plunge 97%, $142.7M to $4.9M, Why the Drop?

Solana ETF net inflows plunged 97%!!!

Overnight, weekly net inflows to Solana ETFs fell from $142.7M to $4.9M (source: Signal Bundle).

Retail question:

"Bitcoin is seeing inflows, so why did Solana drop sharply?"

It appears demand shifted due to regulatory and product-rule changes, as headlines said the SEC explicitly included XRP and Solana in ETF product guidelines (source: Signal Bundle).

How did Solana ETF inflows change? (source: Signal Bundle)

Solana ETF weekly net inflows: $142.7M → $4.9M

Change ratio: 97% decline

A single-week collapse in inflows has raised supply-demand worries.

Net inflows equal money in minus money out during the period.

What did the SEC do? (source: Signal Bundle)

Report: SEC, includes XRP and Solana in product guidelines

This is interpreted as the SEC specifying regulatory and oversight criteria in product guidance.

The SEC is the U.S. Securities and Exchange Commission. Changes in regulatory criteria can be reflected in market demand immediately.

What about Bitcoin ETF flows? (source: Signal Bundle)

Bitcoin ETF inflows: $730.8M inflow

Large manager concentration: BlackRock single product absorbs over 60%

Bitcoin-side flows remain robust.

What to watch in the Korean market?

Crypto theme stocks: Solana and XRP related names may see short-term flow impacts.

Foreign/institutional flows: KOSPI and KOSDAQ rose together on the previous trading day (KOSPI 6,687.21 +1.64%, KOSDAQ 813.50 +2.95%), confirming foreign and institutional buying (source: index data).

Volatility event: Next week features simultaneous futures and options expiry, raising volatility concerns (source: Signal Bundle).

So, up or down

Downside factors

• Solana ETF net inflows, $4.9M, signal of weaker investor sentiment

• SEC product guideline inclusion, regulatory uncertainty, pressure on short-term trading

• Simultaneous futures and options expiry upcoming, volatility risk

Upside factors

• Bitcoin ETF fund inflows, $730.8M, ETF market demand intact

• BlackRock concentrated inflows, single-product led supply-demand, stabilizing factor

• KOSPI and KOSDAQ rose yesterday, confirming foreign and institutional buying

For reference only.

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※ This article is for information purposes and is not investment advice.

※ Investment decisions and responsibility rest with the investor.

※ Figures are as of 2026-09-07 08:20 KST and may change.