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Solana Extends Slide as ETF Signals Diverge and Derivatives Weaken

On-chain activity holds up, with Solana-based tokenized assets surpassing $1 billion, signaling resilience despite tentative institutional demand.

Overview

  • SOL has dropped more than 30% this week, touching lows near $67–69 before bouncing to around $79, with the weekly chart still under pressure.
  • Derivatives metrics deteriorated, with open interest near $5 billion, funding turning negative, and the long‑to‑short ratio below one.
  • Fund‑flow data conflicted, with SoSoValue citing $2.82 million of spot‑ETF inflows on Feb. 5 while Lookonchain reported weekly outflows of 67,632 SOL (about $5.7 million).
  • Technicians flagged a near‑term demand area around $90–95, noted interim levels at $82 and $76, and outlined a deeper risk zone near $49–53 if supports keep failing.
  • On‑chain engagement remained firm, including more than $31 billion in weekly DEX spot volume and a Solana RWA market cap topping $1 billion, alongside new tokenization and treasury initiatives.