SOL at $102—are you going to miss out?
Look at the surface first: it has risen too much, a normal pullback, and retail investors are panicking.
From $70-$75 in August, it climbed all the way to $110, up 40%+, marking the first strong monthly candle in nearly 10 months. It has now pulled back to $101, down less than 10%. After breaking above $96, it pulled back to confirm the breakout—this is textbook healthy consolidation. The structure is intact, so don’t scare yourself.
First: the inflation halving has passed, and supply is set to contract.
The SGP-0002 proposal passed with 67% support, raising the annual inflation decay from 15% to 30% and reducing new issuance by 18.9 million SOL over the next six years. Staking yields will gradually decline, while the long-term floor remains 1.5%.
SOL’s “money-printing speed” has been cut drastically, and fewer and fewer new coins will be issued going forward.
Second: ETFs are attracting capital aggressively, and institutions are accelerating their entry.
Bitwise BSOL’s assets surpassed $1 billion, with $154 million in net inflows last week, its strongest single week since launch. Charles Schwab is also planning to include SOL in its crypto trading products—one of the brokerages with the largest retail user bases in the US.
The door for institutions has been fully opened, from “can it be bought?” to “buy it freely.”
Cumulative net inflows into spot ETFs have already reached $1.2-$1.3 billion. Think about it: a coin with a market cap of only tens of billions has attracted more than $1 billion through ETFs alone. And this is just the beginning.
Third: the September 9 upgrade is coming, and Transaction V1 is on the way.
The per-transaction limit will rise from 1,232 bytes to 4,096 bytes, more than tripling. The Alpenglow consensus upgrade is still to come.
What does this mean? More complex applications can run on Solana, pushing throughput to another level.
After four years, OpenSea has relaunched Solana NFTs. Tokenized RWA stocks account for an extremely high share of trading volume, and daily active users on-chain exceed 2 million. Solana has evolved from a “meme chain” into “financial infrastructure.”
You decide in the bull-bear battle
On one side:
The inflation halving has passed, and supply contraction is being implemented
ETFs attracted $154 million in a single week, with institutions continuing to buy
The September 9 upgrade is imminent, with Transaction V1 benefiting throughput
August’s strong monthly candle rose 40%+, and the breakout above $96 confirmed a trend reversal
Exchange balances are declining, while whale addresses are increasing
On the other side:
The pullback from $110 to $101 means short-term profit-taking needs to be absorbed
The macro environment remains tight, with the probability of a rate hike at the September 16 FOMC meeting at 30%-60%
Nonfarm payrolls and CPI data are packed together, so volatility will increase
$110 has failed three times, creating significant psychological pressure
Resistance above: 105 → 108-110 (dense previous-high zone) → 112-116 → 125
Support below: 100 (psychological level) → 96 (breakout confirmation level) → 94-95 (strong support)
Trading strategy
Short-term traders:
Lightly test long positions at 100-102, with a stop-loss below 96. Take some profit at 108-110 first, then watch 112-116.
Swing traders:
94-96 is a better mid-term accumulation zone. Build positions in batches if it reaches that range. Stop-loss at 90, with a target of 120-125. Volatility will likely expand around the September 9 upgrade. Don’t chase the rally; wait for a pullback.
Long-term believers:
Blindly dollar-cost average below 100. Solana fell from 294 to 70 and then climbed back to 101; the bottom has already been solidified. The target for 2027 is 150-200+, betting on continued ETF inflows, an RWA boom, and the rate-cut cycle.
Ironclad risk-management rules:
Keep leverage below 5-8x; you can’t withstand 10x leverage in this volatility
Limit the risk on each trade to 1-2% of your capital
Reduce positions or lock in profits three days before nonfarm payrolls, CPI, and the FOMC
If 96 breaks on heavy volume, get out first and ask questions later
SOL now looks just like ETH at the end of 2023—
99% of people think “it has risen too much and needs a pullback,” but it went from 70 to 110, and now after pulling back to 101, the next stop is 150.
The day 110 breaks, you’ll realize:
It wasn’t that Solana was no good—it’s that you sold at the lows and chased rallies at the highs every time.
What is your SOL cost basis?
At 101, do you dare add to your position?#Gate首发上线日股交易 #Anthropic再签350亿美元算力协议 #Gate闲钱宝自动生息享3%年化 $BTC $ETH $SOL
Look at the surface first: it has risen too much, a normal pullback, and retail investors are panicking.
From $70-$75 in August, it climbed all the way to $110, up 40%+, marking the first strong monthly candle in nearly 10 months. It has now pulled back to $101, down less than 10%. After breaking above $96, it pulled back to confirm the breakout—this is textbook healthy consolidation. The structure is intact, so don’t scare yourself.
First: the inflation halving has passed, and supply is set to contract.
The SGP-0002 proposal passed with 67% support, raising the annual inflation decay from 15% to 30% and reducing new issuance by 18.9 million SOL over the next six years. Staking yields will gradually decline, while the long-term floor remains 1.5%.
SOL’s “money-printing speed” has been cut drastically, and fewer and fewer new coins will be issued going forward.
Second: ETFs are attracting capital aggressively, and institutions are accelerating their entry.
Bitwise BSOL’s assets surpassed $1 billion, with $154 million in net inflows last week, its strongest single week since launch. Charles Schwab is also planning to include SOL in its crypto trading products—one of the brokerages with the largest retail user bases in the US.
The door for institutions has been fully opened, from “can it be bought?” to “buy it freely.”
Cumulative net inflows into spot ETFs have already reached $1.2-$1.3 billion. Think about it: a coin with a market cap of only tens of billions has attracted more than $1 billion through ETFs alone. And this is just the beginning.
Third: the September 9 upgrade is coming, and Transaction V1 is on the way.
The per-transaction limit will rise from 1,232 bytes to 4,096 bytes, more than tripling. The Alpenglow consensus upgrade is still to come.
What does this mean? More complex applications can run on Solana, pushing throughput to another level.
After four years, OpenSea has relaunched Solana NFTs. Tokenized RWA stocks account for an extremely high share of trading volume, and daily active users on-chain exceed 2 million. Solana has evolved from a “meme chain” into “financial infrastructure.”
You decide in the bull-bear battle
On one side:
The inflation halving has passed, and supply contraction is being implemented
ETFs attracted $154 million in a single week, with institutions continuing to buy
The September 9 upgrade is imminent, with Transaction V1 benefiting throughput
August’s strong monthly candle rose 40%+, and the breakout above $96 confirmed a trend reversal
Exchange balances are declining, while whale addresses are increasing
On the other side:
The pullback from $110 to $101 means short-term profit-taking needs to be absorbed
The macro environment remains tight, with the probability of a rate hike at the September 16 FOMC meeting at 30%-60%
Nonfarm payrolls and CPI data are packed together, so volatility will increase
$110 has failed three times, creating significant psychological pressure
Resistance above: 105 → 108-110 (dense previous-high zone) → 112-116 → 125
Support below: 100 (psychological level) → 96 (breakout confirmation level) → 94-95 (strong support)
Trading strategy
Short-term traders:
Lightly test long positions at 100-102, with a stop-loss below 96. Take some profit at 108-110 first, then watch 112-116.
Swing traders:
94-96 is a better mid-term accumulation zone. Build positions in batches if it reaches that range. Stop-loss at 90, with a target of 120-125. Volatility will likely expand around the September 9 upgrade. Don’t chase the rally; wait for a pullback.
Long-term believers:
Blindly dollar-cost average below 100. Solana fell from 294 to 70 and then climbed back to 101; the bottom has already been solidified. The target for 2027 is 150-200+, betting on continued ETF inflows, an RWA boom, and the rate-cut cycle.
Ironclad risk-management rules:
Keep leverage below 5-8x; you can’t withstand 10x leverage in this volatility
Limit the risk on each trade to 1-2% of your capital
Reduce positions or lock in profits three days before nonfarm payrolls, CPI, and the FOMC
If 96 breaks on heavy volume, get out first and ask questions later
SOL now looks just like ETH at the end of 2023—
99% of people think “it has risen too much and needs a pullback,” but it went from 70 to 110, and now after pulling back to 101, the next stop is 150.
The day 110 breaks, you’ll realize:
It wasn’t that Solana was no good—it’s that you sold at the lows and chased rallies at the highs every time.
What is your SOL cost basis?
At 101, do you dare add to your position?#Gate首发上线日股交易 #Anthropic再签350亿美元算力协议 #Gate闲钱宝自动生息享3%年化 $BTC $ETH $SOL
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