Solana is holding a major support area even after its latest correction. After reports that the CLARITY Act failed to advance in the US Senate, the crypto asset took a plunge from over $101 to under $96 before a minor recovery.
Ali Martinez found that 72 million $SOL previously traded around this level, which makes the zone significant.
Other Signals
Institutional demand is also strengthening through US spot $SOL ETFs. It has now recorded nine straight weeks of net inflows, and more than $200 million entered these investment vehicles over the past month. Almost $28 million in inflows were recorded in August alone.
At the same time, exchange supply continues to fall as more than 3 million $SOL have been withdrawn from exchanges during the same period.
Network activity remains elevated as well. Solana reached a peak of 12 million new addresses on September 11, and it is still adding roughly 10.8 million new addresses each day. According to Martinez, these factors – the strong support level, ETF demand, lower exchange supply, and continued network growth – indicate that the current correction could be short-lived.
Solana has been seeing growing activity from tokenized stocks, especially after traditional markets close. CryptoRus recently said that 63% of the network’s tokenized-equity activity happens after Wall Street closes. There are now more than 727,000 holders. Additionally, Solana’s TVL rose more than 18%, from around $4.82 billion to roughly $5.7 billion.
Corporate treasuries are building exposure too. DeFi Development Corp. now holds about 2.39 million Solana tokens and $SOL equivalents after adding 55,491 since August 27. It has also established a $300 million at-the-market program for its CHAD perpetual preferred stock.
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Most of the proceeds will be used to purchase more of the crypto asset. CHAD carries an initial annual dividend rate of 13%. DeFi Development Corp. recently restarted regular purchases of $SOL and now has the second-largest Solana treasury, behind Forward Industries.
Volatility Incoming?
Despite the recent choppy price, $SOL is almost 30% up over the past month. Market watcher Ella believes that a move back above $100 would take some pressure off the crypto asset. The focus should be on reclaiming $102.5.
However, if $95 breaks, the price could fall toward $93-$94. With the Fed decision still ahead, Ella expects volatility to pick up.