Can Solana’s $900M stablecoin surge help SOL clear $145?

ambcryptoPubblicato 2026-01-08Pubblicato ultima volta 2026-01-08

Introduzione

Stablecoins are increasingly seen as indicators of capital positioning across blockchain networks, not just as a market hedge. Solana has experienced a significant $900 million surge in stablecoin supply, signaling strong structural rather than speculative demand. This growth is supported by Solana becoming the leading chain for tokenized stocks, with a record $800 million market cap and a 17% increase in 30-day RWA value. The network's on-chain activity is robust, with Daily Active Addresses up 55% year-to-date, far outperforming Ethereum. SOL's price has risen 8% in 2026 but faces key resistance at $145. The influx of stablecoin liquidity, combined with major developments like Jupiter's on-chain stablecoin launch and Morgan Stanley's spot SOL ETF filing, could provide the catalyst needed for SOL to break this resistance and continue its upward trend.

Stablecoins are no longer just a market hedge.

In the past, sharp jumps in USDT or USDC supply were viewed as bearish, signaling a shift toward a risk-off mood. In simple terms, more stablecoins often meant investors were sidelining liquidity rather than deploying it.

However, that narrative has evolved. Today, stablecoins reflect how capital is being positioned across different L1s. In this context, Solana’s [SOL] recent $900 million increase in stablecoin supply clearly stands out.

As the chart shows, SOL has outrun every other chain in stablecoin inflows. More importantly, the timing suggests this move isn’t a fluke. Instead, it indicates that the capital flowing in is more structural than speculative.

Backing this, Solana recently became the largest chain by market cap for tokenized stocks, with the combined value reaching a record $800 million. Meanwhile, its 30-day RWA value is leading the top three chains, up 17%.

Taken together, these trends suggest that the stablecoin inflow is tied to real on-chain demand. However, the key question remains: Will this capital translate into price action, helping SOL finally break key resistance?

Stablecoin supply strengthens Solana’s bullish case

Solana has kicked off 2026 by clearly diverging from its 2025 performance.

On-chain, the network is seeing strong activity, with Daily Active Addresses (new wallets) jumping 55% year-to-date. For context, that’s a massive outperformance compared to Ethereum [ETH], which is up just 0.3%.

Notably, the price chart tells a similar story. SOL is up 8% so far in 2026, roughly twice the ROI of ETH. That said, looking closer at the weekly trend, SOL is moving up but now facing a key resistance around $145.

In this context, the recent jump in stablecoin supply starts to matter.

With strong on-chain fundamentals, solid relative performance, and capital flowing across sectors, this extra liquidity could be the catalyst Solana needs to finally break out of its 8-week sideways chop.

What’s more, the surge in liquidity lines up with big developments: Jupiter launched its on-chain stablecoin, and Morgan Stanley filed for a spot SOL ETF.

All of this adds weight to the case for Solana to break resistance.

Final Thoughts

Stablecoin inflows and strong on-chain activity highlight structural demand for Solana, setting the stage for a potential breakout.
Recent market developments add further weight to the bullish case.

Domande pertinenti

QWhat does the recent $900 million increase in stablecoin supply on Solana indicate, according to the article?

AIt indicates that the capital flowing in is more structural than speculative, reflecting real on-chain demand and how capital is being positioned across different L1s.

QHow has Solana's performance in Daily Active Addresses compared to Ethereum's so far in 2026?

ASolana's Daily Active Addresses (new wallets) have jumped 55% year-to-date, massively outperforming Ethereum, which is up just 0.3%.

QWhat key resistance level is SOL facing on its weekly price chart?

ASOL is facing a key resistance level around $145 on its weekly price chart.

QWhat two recent major developments are mentioned that align with the surge in liquidity on Solana?

AJupiter launched its on-chain stablecoin, and Morgan Stanley filed for a spot SOL ETF.

QWhat record did Solana recently achieve in the realm of tokenized stocks?

ASolana recently became the largest chain by market cap for tokenized stocks, with the combined value reaching a record $800 million.

Letture associate

As Consensus Accelerates, What Are Young Investors Betting On?

Title: As Consensus Forms Faster, What Are Young Investors Betting On? In the rapid evolution of tech investment, a new generation of young investors is navigating a landscape where AI, robotics, commercial aerospace, and quantum computing are advancing simultaneously. Traditional investment logic based on financial models is giving way to a need for deep technical understanding and the ability to act before industry consensus forms. An analysis of trends from the "WAIC FUTURE TECH" list of young investment leaders reveals key shifts in focus. The first major trend is the movement of AI from the digital screen into the physical world. Investment is shifting from large language models and chatbots towards embodied AI, robotics, AI hardware, and edge computing. While demonstrations generate excitement, the real challenge lies in achieving scalable, reliable, and cost-effective delivery in complex real-world environments like factories and logistics. Success depends not just on algorithms but on the integration of sensors, actuators, and control systems. Second, the competitive focus for large models is moving beyond raw capability toward building an "intelligence flywheel." The goal is to create self-reinforcing systems where user interaction generates data, improving the model, which in turn enhances the user experience and attracts more engagement. Companies that successfully embed AI into workflows to create these closed-loop systems can build lasting value that isn't easily erased by the next model upgrade. Third, facing a potential bottleneck in high-quality human-generated data, investors are looking at new underlying technologies. Reinforcement learning and self-play, as demonstrated by AlphaGo Zero, offer paths for AI to generate its own experience. Scientific foundation models, which aim to build general AI capabilities for fields like life sciences and materials discovery, represent a non-consensus direction that could unlock new frontiers of knowledge and data. Finally, in deep-tech areas like quantum computing, commercial aerospace, and space-based infrastructure, patient capital is essential. These fields have long, uncertain development and validation cycles involving complex engineering, supply chains, and regulations. Investment here requires a long-term view, focusing on foundational team capabilities and the eventual emergence of market demand, even if commercial returns are distant. Collectively, these trends illustrate how young investors are adapting to a new era. They are learning to make earlier, technically-informed judgments, balance hype with real-world viability, and provide the patient capital needed to build the deep-tech foundations of the future.

marsbit24 min fa

As Consensus Accelerates, What Are Young Investors Betting On?

marsbit24 min fa

Unlocking $100 Million in Liquidity? Pump.fun's New Policy Tests the 5-Minute Pump Technique

Foresight News, July 21 – Pump.fun has launched its new "BOOST" mode as the standard launch mechanism for new tokens. The core of BOOST is to address the issue of "dead liquidity." Historically, when a token migrates from its bonding curve to a liquidity pool, roughly 20% of its liquidity becomes permanently locked and unusable, a problem the platform estimates costs over $100 million annually. The new mechanism redirects this 20% of funds, which would have been locked, to instead be used for a 5-minute Time-Weighted Average Price (TWAP) buyback of the token immediately after migration. The purchased tokens are then permanently burned. For example, this means reserving 17.6 SOL for SOL pairs or about $2516 for USDC pairs at migration. This creates a short-term buying pressure and reduces the token's supply. The goal is to improve the immediate post-launch performance of memecoins, potentially increasing trader retention and transaction volume on the platform. However, critics warn this could lower the bar for token launches, encouraging low-quality projects, and that the brief 5-minute buy pressure might lead to sharper price crashes once it ends if followed by large sell-offs.

Foresight News33 min fa

Unlocking $100 Million in Liquidity? Pump.fun's New Policy Tests the 5-Minute Pump Technique

Foresight News33 min fa

What Signals Can Be Read from the Trading Data of India's Largest Asset Manager SBI's IPO?

India's largest asset manager, SBI Funds Management, successfully listed on July 21 with a nearly $10 billion IPO, attracting approximately 42 times subscription. However, the first-day closing price rose only about 6.3%, falling short of the 16% premium anticipated in the grey market. This signals robust demand for core Indian financial assets but also disciplined pricing, indicating the IPO market is selectively open for strong brands with clear growth narratives. The low reported underwriting fees, which led some global banks to reduce participation, highlight a shift in pricing power towards powerful issuers like SBI. Its strong brand, banking parent, and stable cash flows reduced reliance on traditional investment banking sales channels, with local brokers playing a larger role. This fee dynamic may not be replicable for weaker issuers. SBI's performance is seen as a key test for India's IPO pipeline, including potential future large listings like Reliance Jio and NSE. Its success with tempered gains sets a new price anchor: high-quality assets can launch, but excessive valuation premiums are constrained. The true measure of a sustained market reopening will be whether subsequent major offerings can proceed smoothly at reasonable valuations.

marsbit52 min fa

What Signals Can Be Read from the Trading Data of India's Largest Asset Manager SBI's IPO?

marsbit52 min fa

Can Japan Buy Growth with AI? Will the Bond Market Believe It?

Japan's cabinet has introduced the 2026 Basic Policy on Economic and Fiscal Management and Reform, shifting its primary fiscal target. The new framework moves away from the traditional annual primary balance goal and instead prioritizes a stable reduction of the debt-to-GDP ratio. This change is tied to a strategy of increased "responsible proactive fiscal" spending, aiming to boost long-term growth through investments in strategic sectors like AI, semiconductors, energy, and robotics. The government estimates total public and private investment in 62 key technologies could exceed 370 trillion yen by 2040. The market reaction has been mixed and cautious. While equity markets may respond to policy signals, bond markets are focused on fiscal credibility. Concerns center on whether the weakening of the clear primary balance anchor could lead to looser fiscal discipline. If investors doubt that these strategic investments will generate sufficient productivity gains, tax revenue, and nominal growth to outpace rising interest costs, they may demand higher yields on Japanese Government Bonds (JGBs). Recent volatility in the yen and JGB yields, with the 10-year yield briefly reaching 2.9%, reflects this skepticism. The success of this new framework hinges on two factors: whether Japan can achieve a nominal growth rate consistently higher than its long-term interest rates, and whether future budgets demonstrate disciplined control over bond issuance. The government's narrative is that strategic investment is essential to break Japan's cycle of low growth, aging, and labor shortages. However, the bond market will continuously assess the credibility of this plan, pricing the risk that it may represent fiscal expansion rather than a viable growth strategy.

marsbit1 h fa

Can Japan Buy Growth with AI? Will the Bond Market Believe It?

marsbit1 h fa

Misjudged A-Shares: Resilience, Expectations, and Confidence

China's A-share market recently faced selling pressure, especially in tech sectors, initially triggered by a global tech sell-off that began in South Korea. However, the article argues this is a case of "mistaken injury" and highlights the market's underlying resilience. This resilience stems from three main pillars: **1) Tech Sector Fundamentals:** Unlike Korea's market dominated by a few memory chip stocks, China's tech sector is diversified across computing, communications, electronics, and semiconductors, supported by dual narratives of global AI supply chains and domestic substitution. Core areas like optical modules and fiber optics continue to show strong earnings growth. **2) "National Team" Support:** State-backed institutions and large corporations have made significant market purchases and announced buybacks, providing liquidity and signaling confidence. This is seen as a stabilizing policy signal, often associated with market bottoms. **3) Broader Market Pillars:** Other major sectors are showing endogenous recovery momentum. Consumer stocks benefit from stabilizing CPI and signs of sector recovery (e.g., liquor price hikes). Cyclical sectors like aluminum have high earnings, potential price increases due to tight supply, and low valuations. The financial sector offers stable dividends and low valuations. The conclusion is that the sell-off was driven by external contagion, not a collapse in fundamentals. With strong policy support and recovering momentum across key sectors, the A-share market possesses the toughness to regain stability.

marsbit1 h fa

Misjudged A-Shares: Resilience, Expectations, and Confidence

marsbit1 h fa

Trading

Spot